How-To Use Your eSign Address Book

Over the weekend, we had some questions about the Address Book in DocuSign, so we're sharing some tips on how to get the most functionality from your electronic signature address book!

Using Your Address Book When Sending a Document

When you are sending a document, you can use your address book to enter the e-mail address of recipients. To use the Address Book, click the Show Address Book button. The Add from Address Book window appears.

Selecting and adding a recipient from the Address Book: To select and add a recipient, click the radio button next to each contact's name and click OK. You are returned to the Recipients window and the recipient name and Email address are filled in.

If you have a large number of contacts in your address book, there are several ways to search for a specific contact:

• Address Book drop down list: This drop down list allows you to select from the address book, Personal Contacts or Shared Contacts, used to look for a contact.
  Contact your account administrator if you think you should see more address books.
• Find: This is a search function for the selected address book. Select the column you want to search in by clicking on the column header, type a search term into the Find field and click Find. Contacts that meet the search term are displayed in the list.
• Sort: Click on a column header to sort your contacts by that column.

Working With Your Address Book

You access your Address Book from the DocuSign Console Preferences section, under the Member Options. Click Preferences to display your Account Preferences and then click Address Book to open your address book.

Showing details: Selecting the Show Details option displays the Account (if any) and whether the contact is a shared contact.

Adding a new contact: To add a new contact, click Add New. The Edit address book item window appears. Type the contact information and click Save to add the new contact.

Finding a contact: If you have a large number of contacts in your DocuSign address book, there are several ways to search for a specific contact:

• Address Book drop down list: This drop down list allows you to select from the address book, Personal Contacts, Shared Contacts or other address books, used to look for a contact.
  Contact your account administrator if you think you should see more address books.
• Find: This is a search function for the selected address book. Select the column you want to search in by clicking on the column header. Type a search term into the Find field and click Find. Contacts that meet the search term are displayed in the list.
• Sort: Click on a column header to sort your contacts by that column.

Sharing and Unsharing Contacts: You can share contacts from your Personal Contacts address book to the Shared Contacts address book and you can remove your contacts from the Shared Contacts address book. To share or remove a contact, find and select the contact you want to share with / remove from the Shared Contacts address book. Click Share to share the contact with or Unshare to remove the contact from the Shared Contacts address book.

Editing contact information: You can edit the information of contacts in your Personal Contacts address book. To edit a contact, find and select the contact you want to edit and click Edit. The Edit address book item window appears. Type the new contact information and click Save to save the new contact information.

Deleting a contact: You can delete contacts from your Personal Contacts address book. To delete a contact, find and select the contact you want to delete and click Remove. The system will ask you to confirm that you want to remove the contact from your Personal Contacts address book. Click OK to remove the contact.

That's it! You now know how to add, share, unshare, edit and delete your contacts in your DocuSign Address Book! Want more helpful tips? Take a look at the DocuSign Web site for more information on DocuSign's eSign services or for additional eSign support resources!