Introduction
Managing contacts efficiently is essential for a seamless digital signature workflow. BoloSign makes it easy to add contacts and use them when sending documents for signatures. Here’s a step-by-step guide on how to add contacts and utilize them in BoloSign.
How to Add Contacts and Use Them in BoloSign
1. Click on Contacts on the Dashboard.
In the Contacts section, click on the "Create Contact" button to add a new contact.
2. Click on Create Contact.
Enter the necessary details for the new contact. For example, type "BoloForms" in the name field.
3. Type in the details that are required.
Enter the necessary details for the new contact. For example, type "BoloForms" in the name field.
4. Type in the Email which is a necessary field.
Enter the contact's email address. This is a mandatory field. For example, type "[email protected]".
5. Click on Save Contact.
After entering all the required details, click on the "Save Contact" button to add the new contact to your list.
6. While sending the document for signature you can see the contact listed in the email section.
7. To delete the contact just click on the Delete Contact icon.
If you need to delete a contact, click on the "Delete Contact" icon next to the contact’s name.
8. Click on Delete.
Confirm the deletion by clicking on the "Delete" button. The contact will be removed from your list.
FAQs
How do I add a new contact in BoloSign?
Ans. To add a new contact, go to the Contacts section, click on "Create Contact", enter the required details, and save the contact.Can I edit a contact's information after adding it?
Ans. Yes, you can edit a contact's information by selecting the contact and updating the necessary fields.Is it mandatory to provide an email address for a contact?
Ans. Yes, an email address is required for each contact as it is essential for sending digital signature requests.How can I delete a contact from my list?
Ans. To delete a contact, click on the "Delete Contact" icon next to the contact's name and confirm the deletion.Can I import contacts in bulk?
Ans. BoloSign supports bulk import of contacts via CSV files for easy management of large contact lists.
Conclusion
Adding and managing contacts in BoloSign is straightforward and enhances your digital signature workflow. By following these steps, you can efficiently add new contacts, use them when sending documents for signatures, and keep your contact list organized. BoloSign's user-friendly interface and robust features make it easy to maintain an accurate and up-to-date contact list, ensuring smooth and efficient document management.