Contact Book

The contact book feature allows you to store contact information such as the name, email address, and telephone number of the people to whom the documents are sent for signing frequently. This feature allows the sender to quickly configure the invitee by using the keyword of the invitee's name, email address, or phone number.

Activating the Contact Book feature:

Step 1: Click on the “Account” option then go into the ‘Department’ tab and then click on the ‘Invitee configurations’

Step 2: Switch on the ‘Enable Contact Book for organisation’ toggle.

Saving information of invitee in Contact Book

On the homepage, go to the “Contact Book” option under “My drawer”.

Note: Contacts of all users in your Leegality account are created and added to your contact book automatically which cannot be edited or deleted. Also, these contacts have the label “Organisation”.

Manually adding contacts

Step 1: On the Contact Book page, click on “Add Contact”

Step 2: Under “Add Contact” enter the “name, email address, phone number, and label”.

Note: Please ensure that entries must have the name and either email or phone number. Label is optional

Note: Label can be used as a unique identifier such as team name or position for the invitee.

Note: Multiple labels can be added by separating them with commas.

All contacts can be filtered out on the basis of the Label name. 

Click on “Contact is shared with organization” to make the contact secret which will not be shown to the other users of your Leegality account.

Bulk adding contacts

Step 1: Click on “Import Contacts” and download the reference file

Please view the Sample/reference file here.

Step 2: Fill the excel with the required details and upload the file.

Using Contact book in the new document flow

Step 1: Once the document is created, on the invitee page, enter the keyword in the invitee name or email ID, or phone number field.

Note: If email ID and phone number both are filled in the contact book, both the contact details will be populated while configuring the invitee.

Step 2: Check “Add new invitee to Contact Book” on the invitee card while configuring the new invitee so that the new invitee's contact details (Name, Email ID/phone number) will be added to the contact book after sending the document for signing.

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