QuicklySign securely stores frequently-used signatory details to simplify document setup. Suggested contacts appear as you type, allowing you to prepopulate signatory information automatically and reduce repetitive entry.
Requirements
Must have completed at least one document with the signatory for their details to appear automatically.
Access to your personal or shared workspace to manage your address book.
Instructions
Adding and Using Contacts
Complete a document with a new signatory.
Their details are automatically added to your address book.
During future document setup, type the name or email under “Who Must Sign”.
Select the preferred contact to prepopulate their details automatically.
Visual - Existing address book entry (Previously signed)
Updating Contact Details
Click your name in the top right corner to open the navigation menu.
Select Address Book.
Search for the contact needing an update.
Edit the details and click Save.
Visual - Address Book (Updating existing entry)
Deleting Contacts
In the Address Book, locate the contact to remove.
Click Delete to remove them from your list.
Your updated contact list will be available immediately for future document setup.
Visual - Address Book (Deleting existing entry)
Expected Outcome
Frequently-used contacts appear automatically during document setup.
Updates or deletions take effect immediately.
Setup time is reduced and data entry errors are minimized.
FAQs
Can I import contacts in bulk?
No, signatory details are added automatically as documents are completed. We are working towards the importing of address book entries in bulk.
Does editing a contact affect previously sent documents?
No, changes only apply to future documents. Past documents retain the original details used at the time of signing.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]