Manage your enterprise contacts

Home > Configure Enterprise Settings > Manage your enterprise contacts

SigningHub enables you to manage (Add, Edit, and Delete) a list of enterprise contacts to help make sending documents even easier. These enterprise contacts are available to all the enterprise users within your enterprise, when they need to add recipients in a template and/or in a document workflow. Also, when a new enterprise user's account is activated, s/he is automatically added in the enterprise contacts by SigningHub.

Add a new enterprise contact

Login with your enterprise admin credentials.
Click your profile drop down menu (available at the top right corner).
Click the "Enterprise Settings" option.
Click the "Contacts" option from the left menu.
Click from the grid header. The "Add Contact" dialog will appear.

Specify the contact's email and name in the respective fields.
The specified contact name will be displayed on your Home screen when a document is received from this contact ID.
Click the "Save" button.

Edit your enterprise contact

Login with your enterprise admin credentials.
Click your profile drop down menu (available at the top right corner).
Click the "Enterprise Settings" option.
Click the "Contacts" option from the left menu. Your existing enterprise contacts will be listed.
Search/ move to the contact to edit and click adjacent to it. The "Edit Contact" dialog will appear.

Edit the contact name as required.
Click the "Save" button.

Delete your enterprise contact(s)

Login with your enterprise admin credentials.
Click your profile drop down menu (available at the top right corner).
Click the "Enterprise Settings" option.
Click the "Contacts" option from the left menu. Your existing enterprise contacts will be listed.
Select the contact(s) to delete and click from the grid header.