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 Add Contact 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 Bulk Import 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, drag and drop the file in the Upload Contacts area, or click the Browse button and search for the saved file. After being uploaded, the file name, size and date uploaded will show below.
Managing duplicate records
If duplicate records are found when uploading a contact list, a warning message is displayed. You can select whether to Save and overwrite the existing record or Cancel the upload.
Editing or deleting a contact record
You can edit and/or delete any existing contact record on the Manage Contacts tab. To edit or delete a contact record, click on the three dots, located in the Actions column.