Signers & CCs

Depending on which Document Type (Me Only, Me & Others, Others Only) you choose, you can enter two different types of recipients for your document: Signers and CCs. Each contact requires a full name and email address and can be assigned their role using the dropdown menu on the right side of the contact line.

As you start typing a contact's name or email address, eversign will show an autocomplete box carrying suggestions. Click on a suggestion in order to automatically fill in the details for this contact.

Light Bulb on Twitter Save Contacts

At the bottom right of the contacts section, you will see a checkbox named "Save Contacts". If this option is checked, any contacts that are new to your eversign business will be added to your contacts list

Was this article helpful?
1 out of 2 found this helpful