Contacts & Signing Groups
The Contacts area allows you to see and manage all your contacts in one place. You can add contacts in the contacts area and then choose from your list of contacts when adding recipients to a document. Also, Recipients you add to a document will automatically be added to your list of contacts.
One advantage of the contacts areas is that it also allows you to create Signing Groups, which can be included as a recipient on a document, allowing one member of the group act on behalf of the whole group.
In this article, we'll cover two related topics:
- Contacts
- Signing Groups
Contacts Overview
Every contact record includes four pieces of information:
- Name
- Title
- Company
The contact Name and Email are the only pieces that will be included when a contact is added automatically. As needed, you can always edit the contact and add the Title and Company to help you keep track of and organize your contacts.
Signing Groups Overview
Signing groups enable you to send a document to a group of people where one of the group members can act on behalf of the entire group. If you send a document for signature or approval, any one of the group members can sign the document on behalf of the group using their signature, or, approve the document on behalf of the group.
From the contacts area, you can create signing groups and add contacts to groups. Then, you can use those groups when creating documents by choosing the group when adding a recipient from your contacts list.
