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Import contacts
Quote from Dr. Dolittle on November 16, 2022, 11:42 PMCan I import contacts on SigningCloud? If so, how and what file format is applicable to importing contacts?
Can I import contacts on SigningCloud? If so, how and what file format is applicable to importing contacts?
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Quote from SMPH on November 24, 2022, 4:57 AMHi @dr-dolittle yes, you can import your contacts to SigningCloud.
- First, open a spreadsheet editor and fill in the first row with the following:
- email, name, company, description
- Enter the data of your contacts. Although you don't need to completely fill them all, just ensure that the email column is not left blank.
- Save your file in CSV format.
- Log in to your SigningCloud account and find the Contacts option on the menu on the left side.
- On the Contacts page, click the Import button in the upper right area of the screen.
- A pop-up will appear. Click Choose File to upload your CSV file containing your contacts.
- Lastly, click the Import button.
With that, you're all set. Hope this helps!
Hi @dr-dolittle yes, you can import your contacts to SigningCloud.
- First, open a spreadsheet editor and fill in the first row with the following:
- email, name, company, description
- Enter the data of your contacts. Although you don't need to completely fill them all, just ensure that the email column is not left blank.
- Save your file in CSV format.
- Log in to your SigningCloud account and find the Contacts option on the menu on the left side.
- On the Contacts page, click the Import button in the upper right area of the screen.
- A pop-up will appear. Click Choose File to upload your CSV file containing your contacts.
- Lastly, click the Import button.
With that, you're all set. Hope this helps!
- You need to login to have access to uploads.
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