How to manage my contact groups?

A contact group is a collection of email addresses that you can use to send signature requests simultaneously. 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.

• In the dialog box, enter the group name, add users to the group, and click Create.
• 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.
• To edit a contact group, locate the group you want to modify and click the context menu.
• Select Edit contact to change the group name or update a member’s name and email address.

• 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, locate the desired group and select Delete from the context menu.

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