How do I add a contact?

Save counterparties as Contacts by mailbox UUID to reuse recipients and speed up sending envelopes.

Add counterparties to Contacts to reuse recipients when creating envelopes. You can pick saved contacts even if their email is hidden.

Add a contact

1. Open Contacts.

2. Click icon.

3. Enter the Mailbox UUID.

4. Update the contact name if needed.

5. Click .

Manage a contact

Select the contact in the list. Choose an action:

1. Edit: Click → update the contact details → click .

2. Delete: Click → confirm deletion.

Search contacts

1. Start typing a contact name in the search field.

2. Select the contact from the filtered list.

Use contacts when sending an envelope

After you add a contact, you can reuse it in the recipient picker. This works even if the recipient email is hidden.

1. Start creating an envelope.

2. In the recipient field, start typing the contact name.

3. Select the contact from the list.