Registering Contacts
クラウドサイン運営事務局 avatar
Written by クラウドサイン運営事務局
Updated over a week ago

Using the “Contacts” function allows you to load “recipients registered in advance” when sending documents.

This reduces the time and effort required to enter the same recipient information numerous times when sending multiple documents to the same recipient, like in the following cases.

  • Ongoing trade with the same business partner

  • Always include your superior when sending documents to a business partner

Operation method

Registering new contacts

1. Click your name at the top right → click “Go to Management Screen” to enter the Management Screen.

2. Select “Contacts” from the side bar, and click the “Add a contact” at the top right.

3. Enter the contact’s information (email address, name, company name) and click the “Save” button to register the contact.

Selecting contact when sending documents

02 Specify routing order > Add recipient

Contacts you have registered can be searched and selected when specifying recipients.


  • Information of recipients to which you have previously sent documents is automatically added to “Contacts.”

  • Contacts you have already registered can be edited or deleted using “Edit” or “Trash” shown on the right of the applicable contact.

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