How to Add a Contact to a Mailbox

This document explains how to add, search, and reuse contacts when sending envelopes.

Add recipients to Contacts using their Mailbox UUID, then reuse them when creating envelopes. You can pick saved contacts even if their email is hidden. If you don’t know the UUID, see Where can I find the mailbox UUID?.

Add a contact

1. Open Contacts.

2. Click the Add contact icon .

3. Enter the Mailbox UUID.

4. Update the contact name if needed.

5. Click the button.

Manage a contact

Select the contact in the list. Choose an action:

Edit:

1. Click the button.

2. Update the contact details.

3. Click the button.

Delete:

1. Click the button.

2. In the modal, click the button to 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.