How to manage my contact groups?

A contact group is a collection of email addresses that you can use to send signature requests to multiple recipients at once. Managing contact groups can be helpful if you frequently send signature requests to the same group of people. If a signature request is sent to a contact group, any member from that group can sign the document, and the signing process will be completed once any one of the signers has signed the document.

Follow the below steps to know how to create and manage the contact group:

Adding a new contact group

• Click the My Contacts option under the Contacts menu.
• Tap the CONTACT GROUPS section. All the available contact groups are listed.
• Click the Add new contact group button to create a new contact group.

• When you click that, you will be asked to fill out the group name and need to add users to the group, then click the Create button.
• A new contact group will be successfully created.

Searching for a contact group

• You can find a particular contact from the contact groups using the Search contacts box next to the Add new contact group button.

Editing the existing contact group

• On the My Contacts page, you will see the Group Name, Total Users, and Created By options.
• The Edit and Delete icons are seen when the cursor hovers at the end of each contact group.

• Click the Edit option to change the contact group name or the member’s name and email ID.
• You can also add and remove members if needed.
• After making all the necessary changes, click Update.

Deleting the contact group

• To remove a contact group, click the Delete icon near the contact group.
• If you want to remove more than one contact group, select the check box of the contact group you want to delete and press the Delete button in the top right corner.