Understanding the "Contacts Book"

The "Contacts Book" is a feature designed to streamline your document signing process. It ensures efficient management and utilization of your contacts, so can easily pull from previously used contacts in future transactions.

Key Benefits and Functions:

1. Centralized Contact Management: The "Contacts Book" acts as a central repository for all your contact information. You can easily add new contacts and access existing ones, ensuring that all the necessary details are at your fingertips when needed.

2. Seamless Auto-fill Capability: When sending out packages for signing, the "Contacts Book" allows for the automatic filling of contact details. This feature not only saves time but also reduces the chance of errors in entering recipient information manually.

3. Manual Save and Edit Options: You have complete control over your contacts. The ability to manually save new contacts and edit existing ones means that your "Contacts Book" is always up-to-date. Whether updating an email address or deleting a contact no longer required, these actions can be done with just a few clicks.

4. Streamlined Workflow: The integration of the "Contacts Book" with the eSignature and eNotary process means a smoother workflow. By eliminating the need to input information for each transaction, you can focus more on your business and less on administrative tasks.

How to Use the "Contacts Book":

• Adding New Contacts: To add a new contact, navigate to the "Contacts Book" section and select the "Add Contact" button. Fill in the necessary details such as name, email, and any other relevant information. Once complete, save the contact for future use.

• Editing Existing Contacts: To edit a contact, find the contact you wish to update in the "Contacts Book," and click on the "Edit" option. Make the necessary changes and save your edits to ensure the contact information is current.

• Deleting Contacts: If you need to remove a contact, you can do so by selecting the contact and clicking on the "Delete" button. Confirm the deletion, and the contact will be permanently removed from your book.

• Using Contacts in eSignature workflow: When sending out a package, the auto-fill feature will prompt you to select contacts from your "Contacts Book." Choose the desired recipients, and their information will be automatically populated in the package.