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The Address Book Feature

This feature allows for a list of known signers to be kept in the account to make adding them to a new transaction quicker.

Please note this feature may not be available for all clients or integration accounts. You can contact Customer Support to discuss.

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. If the feature is turned on, there will be a button to open and use the book for your 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: The Address book does not save an Authentication method for each signer, only their personal info. You will still need to select an Authentication for each signer added to the transaction.

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. 

If you do not see some of these buttons, then it is likely that the feature is setup for only Admin users to make edits.

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.

Please pay attention to the instructions for how to format the CSV file with columns:

First, Middle, Last, Emailaddress, Mobilenumber