The Contacts settings provide the ability for users to upload one or many contact lists and use their email addresses as recipients when preparing envelopes.
This article covers the following topics:
- Adding contacts individually
- Creating contacts in bulk
- Managing duplicate records
- Editing or deleting a contact record
Adding contacts individually
1. On the Manage contacts tab, click on the Add Contact button.
A window will pop open for you to enter the required contact information. Once the information is complete, click on the Save button. Once saved, the contact record is displayed in the address book.
In Step 1 of the signature request process, you’ll have access to your saved contacts in the Add recipients section.
If the Read Only option was checked when the contact was created, the Name, Email, and Phone Number fields will appear grayed out and cannot be modified.
Creating contacts in bulk
1. On the Contacts tab, you can create contact record in bulk. To do so, download the XLS or CSV templates by clicking on the corresponding icon.
2. Complete the template with the required information and save it.
3. To upload it back into RSign, click on the Browse button, search for the saved file, and click on the Upload button. The uploaded contact list is displayed for your reference.
Managing duplicate records
If duplicate records are found when uploading a contact list, a warning message is displayed. You can select whether to overwrite the existing record or leave it as is.
To overwrite the existing record, click on the green checkmark icon. To leave the existing record as it is, click on the grey icon.
Editing or deleting a contact record
You can edit and/or delete any existing contact record on the Manage Records tab. To edit a contact record, click on the pencil icon, located in the Actions column. To delete a contact record, click on the trash icon, located in the Actions column.