You can import your contacts into My DocSafe from a CSV file. Each user can maintain a private contact list. User groups can also maintain a shared contact list. The following step-by-step guide explains how to import and edit contacts.
- Choose if you want to import your contacts to your private or shared list.
2. Set up groups, add contacts manually or start an import from a file.
3. If you import contacts from a CSV file, map the columns in your file with My DocSafe categories such as: ‘first name’, ‘second name’, ’email’, ‘company name’, ‘folder name’, ‘category’, ‘language’.
‘Folder name’ is for a unique folder we can create for that contact. You will have an option of automatically storing documents signed by that contact in the folder associated with that contact.
‘Category’ is to label a group of contacts, for example, ‘clients’, ’employees’, ‘investors’, ‘directors’. You can send documents for signing to an entire group of contacts by simply adding a ‘Category’ of contacts to the signee list.
4. After you map the columns, press continue. Only the ’email’ field is mandatory, all other fields are optional. However, you may want to create a ‘Folder’ column in your file to create a folder for each contact. This will become very useful when dealing with filing of signed documents.
5. Select the folder where you would like contact folders to be created.
6. Choose the current folder or create a new one.
7. If creating a new folder, specify its name and press ‘Create’.
8. Double click on the chosen folder and then click ‘Continue’
9. Contacts will be imported and folders automatically created.
10. You can inspect your contacts or return to the documents.
11. Double click on the folder you chose in step 8.
12. You can now see individual folders that are associated with imported contacts. Whenever you interact with one or more contacts imported this way you can instruct My DocSafe to file documents signed by them directly in ‘their’ folder.