Add contact
You can add new contacts within your SIGN8 account at any time.
Add a contact
Step 1: Within your SIGN8 account, go to "Contacts" on the left navigation bar and click on "Add contact"
Step 2: When creating contacts, you should pay particular attention to the following fields:
- Visibility: Private contacts are only visible to you. If the visibility is set to "Company", all users of your SIGN8 organisation can see this contact. However, these people cannot see the contact's telephone number and they cannot edit it.
- Mobile number: From the advanced level, a telephone or mobile number is required. We need this for two-factor authentication.
First name, surname and email are mandatory fields and must always be entered. Company and job title are optional fields.
Do you need further support?
Related Articles
Contact book
SIGN8 provides you with a contact book that you can use to manage the recipients of workflows. Opening the contact book Step 1: Open the contact book within your SIGN8 account. This can be found on the left-hand navigation bar under "Contacts". Step ...Workflows without template
In SIGN8, a workflow is a signature process that contains at least one document and one recipient. This chapter describes how you can create a new workflow without a template. If you want to use a template, you can look at this chapter. You can learn ...Create templates
You can create templates in a similar way to "normal" workflows. Please note that templates are available from the Business subscription onwards. In this tutorial, we have recorded step by step how you can proceed when creating templates. ...Users
Under the ‘Users’ tab, you can see all the people in your organisation who have a SIGN8 account. Viewing users Step 1: Open the Users tab in the administration area. Step 2: You will now see all valid accounts and their roles and can edit, deactivate ...Create a team
Create a team Step 1: Open the "Teams" tab within your SIGN8 account and click on "New Team". Step 2: First enter a name and a description of the team. Step 3: Then add the members of the team. They must have a SIGN8 account and be part of your ...