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Spanish

¿Cómo agregar contactos a nuestra plataforma?

  1. Para visualizar todos los contactos que

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  1. has agregado o los que se guardan al crear un proceso de firmado, selecciona la pestaña “Contactos”.

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  1. Para agregar un nuevo contacto

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  1. , haz clic

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  1. en el botón “Agregar contacto”. Se abrirá una ventana donde podrás ingresar toda la información del nuevo contacto.

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  1. Cuando hayas terminado, haz clic en

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  1. “Guardar”.

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  1. Al agregar y guardar un nuevo contacto,

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  1. podrás crear un proceso de firmado y

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  1. seleccionar a ese contacto de la lista, escribiendo solo las primeras letras de su nombre.

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English us

How to add contacts to our platform?

  1. To view all contacts, including those you've added or that are saved when creating a signing process, click the "Contacts" tab.

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  1. To add a new contact, click the "Add Contact" button. A window will open where you can enter all of the new contact information. When you're finished, click "Save".

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  1. Once you add and save a new contact, you can create a signing process and select them from the list by typing just their first name.

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