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	<title>search contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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	<title>search contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Search contact in eSignature</title>
		<link>https://www.insuredmine.com/knowledge-base/search-contact-in-esignature/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Sat, 20 May 2023 15:42:46 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=22051</guid>

					<description><![CDATA[<p>While sending documents to the signers, you need to add the signers&#8217; names, email IDs, and phone number. Now while adding signers, you will find the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list. To view the enhancement: Navigate to [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/search-contact-in-esignature/">Search contact in eSignature</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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							<p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"> While sending documents to the signers, you need to add the signers&#8217; names, email IDs, and phone number. Now while adding signers, you will find the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list.</span><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><br /></span></p><p> </p><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">To view the enhancement:</span></p><p> </p><ul style="margin-top: 0;margin-bottom: 0;padding-inline-start: 48px"><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Navigate to </span><a style="font-size: 11pt" href="http://While sending documents to the signers, you need to add the signers' names, email IDs, and phone number. Now while adding signers, you will find the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list. To view the enhancement: Navigate to eSignature Click on Sign Document Select Document Click Next Click on Add Signers Type the contact name You will find the contact details of the same name from the contact list The document will be saved and visible in the contact section under the eSignature tab" target="_blank" rel="noopener">eSignature</a></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Click on Sign Document</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Select Document</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Click Next</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Click on Add Signers</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">Type the contact name</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">You will find the contact details of the same name from the contact list</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline">The document will be saved and visible in the contact section under the eSignature tab</span></p></li></ul><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline"><br /></span><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: 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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/search-contact-in-esignature/">Search contact in eSignature</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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