How to create a contact

To create a contact, navigate to the Address book section in the left-hand menu. Once there, locate and click on Create in the upper right-hand corner of the page.

Next, enter the full name, email address, and mobile number of the contact.

You also have the option to choose whether you want to share this contact with all accounts in your organisation. By toggling this option, you can decide whether other accounts can access and make changes to this contact.

Once done, click Create.

You can now add this contact as a recipient easily when creating envelopes. Simply type in the contact's name and select the contact to automatically fill in the recipient fields.