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Power User Tip: Contact Searching from Your Address Book

By: Unknown / Monday, November 11, 2013

RightSignature's Contact Searching feature acts like a built-in address book, allowing you to easily send documents to previous signers or contacts from your email or CRM in just a few clicks. If you send documents repeatedly to the same recipients, or if you use one of our many cloud software integrations, this feature makes RightSignature even more efficient.

Contact Searching for Previous Signers

To enable RightSignature to automatically suggest the names and emails of people to whom you have previously sent documents, follow these simple steps.
  1. Login to RightSignature and click the Account link, then click the Settings tab.
  2. Scroll down to “Document Builder”. Find the “Contact Searching” setting and check the corresponding checkbox, so it says “Enabled”.
  3. That’s it! Now, whenever you send a document with RightSignature, for any signer or CC, begin typing that contact’s name. RightSignature will automatically suggest your previous signers in a drop-down menu below—simply click on that signer and RightSignature will auto-complete the name and contact information.

Contact Searching from another Cloud System

RightSignature also allows you to import contacts from other online software services, including Gmail, SalesForce, and dozens of others.

If you would like to import your contacts from another system, login to your account and scroll through our Integration Addons directory. Check the radio button next to “Contact” on the top menu bar to see integrations designed to allow RightSignature to search your contacts from the partner software system.

Follow the directions on-screen to activate your chosen integrations. Then simply follow step 3 above to easily send documents to your contacts.


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