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 you create envelopes.

Saved contacts help you find recipients faster and keep working even if their email is hidden. If you don’t know the UUID, see How to Find a Mailbox ID (UUID).

Add a contact

1. Open Contacts.

2. Click the Add contact icon .

3. Enter the Mailbox UUID.

4. Edit the contact name if needed.

5. Click the button.

The contact appears in Contacts and becomes available when you send an envelope.

Edit a contact

1. Click the button.

2. Update the contact details.

3. Click the button.

The contact details are updated.

Delete a contact

1. Click the button.

2. In the modal, click the button to confirm deletion.

The contact is removed from Contacts.

Search contacts

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

2. Select the contact from the list.

The list filters automatically as you type.

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.

The contact is added to the recipient field.