The contacts section allows users to store and manage contact details for easier access when sending envelopes.
If contacts are configured within this settings the contact can later be used in the creation phase of a new envelope/template to ensure efficiency in the workflow.
View contacts
Add new contacts
Edit contacts
For adding a new contact the following data needs to be provided:
Given Name
Surname
Email
Phone (optional)
Language
To delete a contact pleae follow the following process:
Click on bin icon
Delete the selected contact
The multi-select feature allows users to select multiple contacts simultaneously and perform batch actions for improved efficiency.
