4. Contacts
Add a new contact
Last Updated: September 2, 2025Start adding a new contact To register someone in your contact list, go to the Contacts section from the left-hand menu and click the “New contact” button. This action opens a form where you can enter the person’s details. Saving contacts helps streamline future workflows by letting you quickly select recipients when sending documents for signing or approval. Fill out contact details and submit After clicking “New contact”, a form will appear where you can enter the contact’s details: email, first and last name, ID number, phone, and optional fields like address or additional email. You can also indicate whether this person is a Legale user or a Viewer. Once all required fields are completed, click the green “Submit” button to save the contact to your directory. Contact added to your list Once you submit the contact form, the new entry will appear in your Contacts list. You’ll see the name, email, creation date, and other details like phone number and role indicators. From here, you can select the contact to edit, delete, or include them in future document workflows.
Edit an existing contact
Last Updated: September 2, 2025Select a contact to edit To begin editing a contact, go to the Contacts section and check the box next to the contact you want to modify. This selection enables the action buttons like Edit and Delete, making it clear which contact you’re about to work with. Click the “Edit” button Once the contact is selected, click the “Edit” button located above the contact list. This will open a form containing all the current details of the selected contact, ready for you to make changes. Edit the contact information and submit Update any necessary fields in the contact form—such as name, phone number, ID, or user roles. Once you’re done editing, click the green “Submit” button at the bottom to save your changes. The contact’s information will be instantly updated in your list. Confirm the changes in the contact list After submitting the updated form, you’ll see the contact reflected with the new details in the list. For example, if you changed the first name and the role, it will now appear with the updated value—confirming that the edit was successfully saved.
Delete an existing contact
Last Updated: September 2, 2025Select the contact you want to delete To delete a contact from your list, start by checking the box next to the contact’s name. This activates the top action buttons and marks the row for deletion, ensuring you only apply the action to the intended person. Click the “Delete” button After selecting the contact, click the “Delete” button at the top of the screen. This action will initiate the removal process and typically prompt a confirmation before permanently deleting the contact from your list. Confirm the deletion A confirmation message will appear asking if you’re sure you want to remove the contact. To proceed, click the red “Remove” button. This will permanently delete the selected contact from your directory. If you change your mind, simply click “Cancel” to go back. Confirmation message Once the contact is successfully deleted, a confirmation message will appear on screen saying “Contact deleted successfully”. This lets you know that the operation was completed and the contact has been removed from your list. Contact removed from the list Once deletion is confirmed, the contact will disappear from your list. You’ll be able to see only the remaining contacts, confirming that the removal was successful and permanent.