Send to a saved contact

Before you start

• The recipient already saved in Contacts.

The workflow

1. Start a signature request.
2. Pick the saved contact as the signer.
3. Confirm the details and send.

Step 1: Start the request

Create the request as usual, choose your template or document and get to the signer step. See Send for signature.

Step 2: Pick the contact

Select the saved contact instead of typing the name and email. Their details, including any prefill data, come through automatically.

Step 3: Confirm and send

Verify the details are right for this send, then dispatch. The recipient gets their signing link as usual.

What happens next?

Recipients you know well are now as fast to send to as picking from a list, no retyping, no typos.

Related guides

Related documentation

• Using contacts
• Contacts
• Add signers