Managing Contacts in Zoho Sign

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Introduction

Managing contacts in Zoho Sign helps streamline your document signing process by allowing you to easily reuse contact information when preparing or sending documents. This guide walks you through how to add, edit, share, and delete contacts in your Zoho Sign account.

Step-by-Step Instructions

Adding Contacts

To add a new contact to your Zoho Sign account:

  1. Go to the Zoho Sign dashboard.
  2. Click Settings from the left navigation panel.

 

3.Under the General section, select Contacts.

 

4.Click the Plus (+) icon next to the Search contact’s field.

 

5.Enter the contact’s details (name, email, etc.).

 

6.Click Add to save the new contact.

 

Editing Contacts

To edit existing contact information:

    1. Navigate to Settings > Contacts
    2. Locate the contact you wish to edit
    3. Click the Edit icon to the right of the contact preview
    4. Update the necessary fields (e.g., name, email)

 

5.Click Update to save changes.

 

Sharing Contacts with Your Organisation

 

While editing a contact, you can enable the Share this contact option. This allows:

  • Other users in your organisation to access the contact
  • Shared contacts to appear in all users’ Contacts screens

This is especially useful for collaborative teams who send documents to common recipients.

 

Deleting Contacts

To delete one or more contacts:

    1. Go to Settings > Contacts
    2. Select the checkboxes next to the contacts you wish to delete
    3. Click the Delete icon next to the Search contact’s field

 

4.Confirm by clicking Yes.

Tips

  • Keep contacts up to date to avoid failed deliveries
  • Use shared contacts to reduce duplication and streamline workflows
  • Periodically review and clean up unused or outdated entries
General - Previous Configuring Email Notifications in Zoho Sign Next - General Using the Trash and Restoring Documents in Zoho Sign

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