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Managing Contacts in Zoho Sign

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Zoho Sign contacts let you reuse recipient details when preparing or sending documents, so you don’t have to retype the same name and email address every time. This guide covers adding, editing, sharing and deleting contacts.

How to add a contact

  1. Go to the Zoho Sign dashboard.
  2. Click Settings in the left navigation panel.
  1. Under the General section, select Contacts.
  2. Click the plus (+) icon next to the search contacts field.
  3. Enter the contact’s details, such as name and email.
  4. Click Add to save the new contact.

How to edit a contact

  1. Go to Settings > Contacts.
  2. Locate the contact you want to edit.
  3. Click the edit icon next to the contact.
  4. Update the fields you need, such as name or email.
  1. Click Update to save your changes.

Sharing contacts with your organisation

While editing a contact, enable the Share this contact option. Other users in your organisation can then access the contact, and it appears in everyone’s Contacts screen, which is useful for teams that regularly send documents to the same recipients.

How to delete contacts

  1. Go to Settings > Contacts.
  2. Select the checkboxes next to the contacts you want to delete.
  3. Click the delete icon next to the search contacts field.
  1. Confirm by clicking Yes.

Tips

  • Keep contacts up to date to avoid failed deliveries.
  • Use shared contacts to reduce duplication across your team.
  • Review and remove unused or outdated entries periodically.

Frequently asked questions

Can other people in my organisation see the contacts I add?

Only if you enable the Share this contact option while editing a contact, which makes it visible in all users’ Contacts screens.

Can I delete more than one contact at a time?

Yes, select the checkboxes next to the contacts you want to remove, then click the delete icon and confirm.

Need help?

Need help managing contacts in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

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