For some clients who have the newer User Interface, you may have the option to have the Address Book feature turned on for your company account. Please note this feature may not be available for all clients or integration accounts.
The Address Book can be setup with one of these basic settings:
- One shared book that all users on the account can see, use, and edit.
- One shared book that all users on the account can see and use, but only Admin users can edit.
- All users on the account have their own books that only they can see, use, and edit.
The Address Book can be accessed when you are on the "Signers" screen while creating a new transaction.
You can also see it when you are adding a new signer to the transaction as well.
When you open the Address Book, you will see a list of entries, showing their Name and Email Address, which can be edited by clicking on the Gear icon, or removed by clicking on the Trashcan icon.
You can select an entry from the book by clicking on the checkbox beside their name, and then clicking on "Add as a Signer" so that they are added to the transaction.
Please Note: you may need to adjust the signer's Authentication method after you add them, or else they will have the method of "Email Only" by default.
To add a new entry to the Address Book, you will need to open it up and click the "New" button, then enter the person's Name and Email Address to Add them into your book.
You can also use the "Import" button to upload a CSV file from your computer with a list of your entries, so that you can add several people all at once, instead of one at a time.
