How to add contacts?

In BoldSign, you have the flexibility to add contacts individually or in bulk, simplifying the document creation process through autocomplete suggestions when adding recipients. By default, when you add a new signer to a document, the system automatically adds and saves them as a contact.

Follow the steps below to add contacts in BoldSign:

• Click on My Contacts on the Contacts menu and you will be directed to the My Contact page.
• Click on the Add new contact button near the search field.

• A dialog box will pop up. Enter the contact’s Name, Email address,Company name, Phone number, and Job Title in the respective fields.

• Then click on the Add button and your contact will be created successfully.
• To add contacts in bulk, click the Import from CSV option and include the contacts from the CSV file.

To know more about adding contacts in bulk, refer to the below articles.

• How to import contacts from a CSV file.
• How to import contacts from Xero to BoldSign.