Guides
Recipients & contacts
Build a reusable contact list
Before you start
- The people you send to more than once: customers, vendors, partners.
The workflow
- Add your frequent recipients as contacts.
- Keep their details current.
- Pick them at send time instead of typing.
Step 1: Add contacts
Add each person you send to regularly, name, email, and any details you reuse. See Contacts.
Step 2: Keep them current
Update contacts when details change. A correct contact list means no typo'd email addresses and no wrong names on documents.
Step 3: Use them at send time
When creating a request, pick a saved contact instead of typing the recipient. See Send to a saved contact.
What happens next?
Your most common recipients are now one click away. As the list grows, segments keep it organized.