Your Contacts list makes it easy to save and manage the people you frequently send documents to. You can add new contacts, edit existing ones, or remove contacts you no longer need, all from one place.

To Add a Contact

1. Navigate to Contacts from the left-hand menu.
2. Click the Add Contact button.
3. Enter the contact's details, their name and email address. Click Add Contact.

Your new contact will immediately appear in your Contacts list and will be available for future sessions. Need to add multiple contacts at once? Simply use the Import CSV option to upload your contact list in bulk and save time.

Edit a Contact

Need to update a contact's information? You can edit saved contacts at any time. To edit a contact:

1. Click the Edit (pencil) icon.
2. Update the contact's details, such as their name or email address.
3. Click Save Chanes to apply your changes.

Your changes will be saved immediately and will be available the next time you create a session.

To Delete a Contact

1. Navigate to Contacts from the left-hand menu.
2. Find the contact you want to remove.
3. Click the Delete (trash can) icon that appears in the banner at the bottom.
4. Confirm the deletion when prompted.

Need to remove all contacts?

1. Select the Select All checkbox at the top of the contact list.
2. Click Delete.
3. Confirm the deletion when prompted.

All selected contacts will be removed from your Contacts list.

Updated on: 13/07/2026