Manage your contacts

Managing your contacts in Signaturit is pretty simple. First of all, let's start adding new contacts. 

  • Access "Contacts" on the left menu. From here you can manage your contacts easily. 

Click on "Add contact":

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"Individual":

  • Once you click, you'll be able to add contacts by introducing the name, email and phone (optional) of your contact.
  • You can add more by clicking the "+ Add contact " button.
  • When you're done, click on "Add contact" button. 

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You can also Edit or Delete a contact:

 

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When you upload a document the usual way, you can double click on the Name field to view your contacts and add them quickly.

If you send a document to a new contact, he or she will be saved on your "Contacts". 

 

If your dashboard is different and you don't have these options available, it means that you still have a pre-2020 license. To get this new look, please write to peticiones@signaturit.com.

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