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Contact Usage

eSignGlobal allows you to directly call the maintained contact information when you initiate an envelope or smart form, quickly add signers and CC users, simplify the operation process, and improve the use efficiency.

Use contacts when sending envelopes

  1. When the user sends the envelope page [Add signers], click the phonebook icon on the right side of the signer name column and select [Add From Contacts].
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  1. Select the signers in the contact list and click [Confirm].
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  1. When adding CC people, you can also use the contact function to call with one key: click [Add CC], click the phone book icon on the right side of the CC people's name column, and select [Add From Contacts].
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  1. To add CC people in batches, click the triangle on the right of [Add CC] and select [Select Contacts].
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  1. Select CC by in bulk and confirm.
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Warning:

  • No more than 10 CC may be sent.

 

Use contacts when creating SmartForm

On the edit smartform page, you can also use contacts to add signers: click [add], click the phone book icon on the right side of the signer name column, and select [Add From Contacts].

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Warning:

  • When editing the smartform, only the information of [pre-defined signers] can be called from the contact with one click. [allow from filler to specify] does not support modification.