Client Contacts

Client contacts are the actual people within a client organisation who receive and sign documents. Each client can have multiple contacts.

Adding a contact

1. Open a client.
2. Click Add Contact.
3. Fill in the contact details:
   • First name and Last name
   • Email address (required) — this is where signing invitations are sent.
   • Phone number (optional)
4. Click Save.

info

The email address is critical — it's used to send signing invitations and identify the contact across documents.

Primary contact

Each client has a primary contact — the default contact used when inviting the client to sign a document. You can change the primary contact in the client settings.

Managing contacts

Edit a contact

1. Open the client.
2. Click on the contact you want to edit.
3. Update their details.
4. Click Save.

Remove a contact

1. Open the client.
2. Click the remove button next to the contact.
3. Confirm the removal.

warning

Removing a contact does not affect documents they have already signed. Their signature and signing history are preserved.

Saved signatures

Contacts can have saved electronic signatures and initials:

• Signature — stored as an image, re-used when the contact signs future documents.
• Initials — stored similarly for initials fields.

These are captured the first time a contact signs a document and can be re-used for future documents.

Using contacts as signatories

When inviting signatories to a document, you select from your client contacts:

1. Open a document.
2. Click Invite.
3. Browse or search for the client contact.
4. Add them as a signatory.

The contact's email address is used to send the signing invitation.