1. Search Contacts
To find a contact:
1. Enter all or part of the name in the search bar:
2. Click the magnifying glass icon to filter results:
To return to the full contact list:
1. Clear the search field and click the magnifying glass again.
Tip: The search function is especially useful when your address book contains 7+ contacts, helping you avoid scrolling.
2. Add a Contact
To manually add a new contact:
1. Click “+ Add Contact.”:
2. Fill in at least the name and email or phone number:
3. (Optional) Add Title, Phone, or TAX number (CVR – company registration number).
4. Click “Save.”
Add a Contact While Sending a Document:
1. Start a New signing, Secure file transfer, Forms or Mail merge flow:
2. Click “Send”, then “Add signer”:
3. While adding a signer, check the box “Save recipient in address book.”:
1. Click “Add signer” – the contact is now saved.
3. Delete Contacts
Delete a Single Contact:
1. Click the red trash icon next to the contact:
2. Confirm by clicking “Delete.”:
Delete All Contacts:
1. Click “Delete All” (red trash icon):
2. Confirm deletion:
⚠️ This action cannot be undone. Export contacts first as a backup.
4. Import / Export Contacts
Export Contacts
1. Click “Export.”:
2. Choose your preferred separator (Semicolon or Comma) and click “OK.”:
3. Open the downloaded Excel file:
Note: Do not change or delete the first row. Avoid duplicates (same email/phone) or existing entries:
Import Contacts
1. Format phone numbers as text in column D to preserve country codes:
2. Save the file in UTF-8 encoding to support special characters (Æ, Ø, Å etc.):
3. Click “Import.”:
4. Select separator and click “OK.”:
5. Upload the saved Excel template:
Using the Address Book
When sending a document:
1. Click “Send”, then “Add signer.”:
2. In the “Name” field, start typing the recipient’s name:
3. Select the matching contact from the dropdown list.