How to manage my contacts?

You can manage the contacts in your BoldSign account. The contacts can be added, edited, deleted, and searched. Also, each signer will be automatically added and saved as a contact while adding a new signer to the document. The signing process becomes easier by using the autocomplete recommendations when typing a signer’s name.

Adding new contacts

• Select My Contacts from the Contacts menu.
• A list of all added contacts will be shown. Click the Add new contact button in the top right corner to add a new contact.

Searching contacts

• You can look for a specific contact by entering it in the Search contacts box next to the Add new contact button.

Editing the existing contact

• You can modify the Contact name, Email address, Company name, Phone number, and Job title of the existing contact.
• If you wish to edit a contact, click on the context menu of the contact you want to edit and select the Edit contact option.

• A Dialog box will appear. Make the necessary changes and click the Update button.
• The changes will be updated successfully.

Deleting the contact

• If you wish to delete a contact, click on the context menu of the contact you want to delete and select the Delete option. The contact will be deleted permanently.

• You can also delete a group of contacts by checking the checkbox and selecting the Delete option at the top right corner of the page.