Contacts

The Contacts module allows you to register, store and manage the information of individuals related to the organizations, such as internal users, external signers, suppliers or clients.

• Advantage: It makes it easier to reuse data when assigning signers or sending transmittals.
• Additional detail: Contacts can be used in approval workflows, electronic signature assignments and in formal communication processes.

Step by Step:

1. From the side menu, click Settings.


2. Select the Contacts option.


3. Click the New button.


4. Fill in the required fields: Contact type (Internal or External), title, email address, account, position and whether the contact is enabled.








5. Click Save to complete the registration