Manage Contacts

What Is the Address Book?

The WESIGNDOC Address Book is a centralized contact list that contains signer details and active users associated with your account. Once a contact is saved, it can be quickly selected when sending new documents. The Address Book stores signer names, email addresses, and optional mobile numbers, allowing you to send documents easily via email or SMS whenever required.

How Contacts Are Added Automatically

When you send an envelope and enter a signer’s name and email address or mobile number in certain cases on the recipient page, WESIGNDOC automatically saves that signer to your address book for future use.

How to Add Contacts Manually

You can also manually add recipients to your Address Book by entering their name, email address, and optional mobile number if you plan to send documents via SMS.

Add and Manage Recipient Contacts

• Log in to your WESIGNDOC account, click on your profile name or icon in the top-right corner, select Address Book, and a pop-up window will open.
• To add recipient details, click Add, enter the signer’s information, use the dropdown to save an email address, mobile number, or both, and click Save.
• Once a signer is saved, click the Edit icon next to their name to update their details whenever needed.
• To delete a single contact, click the Delete icon, or to delete multiple contacts, select the checkboxes and click Delete.

Why Manage Contacts in WESIGNDOC?

Managing contacts helps you:

• Save time when sending documents
• Avoid re-entering signer details repeatedly
• Reduce errors in email addresses and phone numbers
• Send documents via email or SMS more efficiently
• Keep all signer information organized in one place

This feature is especially useful for HR teams, sales professionals, legal teams, real estate agents, and businesses that send documents frequently.