Managing auto contact addition in Contacts Book

Adding contacts automatically to your Contacts Book can be a convenient feature when you're frequently sending out eSignature packages on Pactima. However, there might be instances when you prefer to manage this addition manually. Here’s how to toggle this feature on or off.

Steps to Manage Auto Contact Addition:

1. Go to Account Settings:

   • Click on the 'Account' button, located in the top right corner of the page.

2. Access Contacts Book Settings:

   • Within your account dashboard, select the 'Contacts Book' card.

3. Find Auto-Add Settings:

   • Near the 'Add a Contact' button, you'll notice a dropdown arrow. Click on this to view more options.

4. Toggle Auto-Add:

   • If auto-contact addition is currently enabled, you'll see an option to 'Disable Auto-Add'.
   • Click this option, and a confirmation dialogue will appear.

5. Confirm Your Preference:

   • To proceed with disabling, click 'Confirm'. This will stop new contacts from being added automatically whenever you send an eSignature package.
   • Conversely, if auto-addition is disabled and you wish to enable it, simply select 'Enable Auto-Add' from the dropdown menu and confirm your choice.

Implications of Auto-Add:

• Enabling auto-add means every new recipient of an eSignature package will be saved to your Contacts Book.
• Disabling this feature provides you with control over which contacts are saved, helping prevent your Contacts Book from becoming cluttered with one-time contacts or those you do not wish to save.