2.6 Managing contacts and contact groups
In the Contact list section you can manage the contacts and contact groups in eSignatures.
A contact in eSignatures is a person who can approve and or sign documents and receive signed documents. To use a contact as signer, you need to create a signing field on the document, and add the contact to it.
Contacts can be grouped into contact groups, which in turn can be added to a signing field, just like a singular contact. The difference is that any contact who belongs to the contact group is able to sign the signing field. It doesn't matter which contact signs it, as long as it's a member of the group. Note however that as soon as one member has signed, the others no longer can't. Once a document has been signed by a member of a contact group, all members will be notified.
Contacts and contact groups can now also be shared with all users on the eSignatures environment. This way, it's no longer necessary to create the same list of contacts for each user, as was the case in previous versions.
Contacts vs Users
Don't confuse contacts with users. These are two different roles within eSignatures. A contact is a person who can sign and receive document, explained earlier. A user is a person who has access to the eSignatures WebPortal.
To access the Contact list section:
- Click the settings icon in the top toolbar.
- Click Contact list.