Manage Contacts

Xodo Sign includes built-in contact management. Signers can be saved as contacts and quickly added to future documents using autocomplete suggestions.

Add a contact manually

1. Navigate to Contacts in the left navigation.
2. Click New Contact in the top-right corner.
3. Fill in the contact's details. First Name and Email Address are required.
4. Save the contact.

Add contacts during document creation

When setting up a new document or using a template, check the Save Contacts checkbox at the bottom of a recipient's box to automatically save them to your Contacts list. Duplicate contacts are skipped.

Edit a contact

1. Go to your Contacts list.
2. Find the contact you want to update.
3. Click the Edit button on the right.
4. Make your changes. Contacts must always have at least a first name and email address.
5. Save your changes.