Creating & Managing Contacts
The "Contacts" section of the SignWell app is where all of your contacts' information is stored. Within this section, you can import your contacts via a CSV file, create a new contact manually, archive contacts, add labels, and more.
To create a new contact that you can send future documents to, go to the "Contacts" section in your SignWell dashboard and click on the "Add Contact" button:
From there, you can fill in your new contact's information and click "Save" when you're finished.
You can import your contacts by uploading a CSV file. To do this, click on the “Import” option in the Contacts dashboard:
From there, you’ll be able to upload a CSV file to import your contacts into SignWell:
After your contacts have been added, you can edit them from the "Contacts" section of your SignWell dashboard:
If you need to remove a contact from your list, you can archive them by checking the box next to their name and selecting "Archive":
Note: Contacts cannot be deleted because they can be part of documents and that information would need to be retained. If they are archived, they will no longer show up in SignWell when you are creating documents.
You can organize your contacts further by adding a label:
To assign a label to a contact, choose from the list of labels that you've already created, or click "create new label" to add a new label:
When you take advantage of this feature, finding a “Support” point of contact, for instance, is as easy as clicking the Search bar and searching for that label. This allows you to quickly reach out to that department without having to go through and search by name:
If you have added Team Members to your account and assigned them to various Teams, you can search for the contacts associated with a specific team in the Search bar:
Lastly, you can search for contacts by their name or email:
If you have additional questions, please feel free to reach out to us here: email@example.com.