Now you can add a new contact while sending a file to the concerned person for eSignature.
To view the enhancement:
- Navigate to eSignature and add the document
- Click Next
- Type the name
- You will get the option to add a new contact along with any existing contact suggestions
- Click on Add as new contact
- Put an email id or phone number.
- Click on Add
Now move to contacts in the contact list you will find the new contact created from the eSignature module.
Note: If you won’t select Create Contact from the drop down then there won’t be any new contact created and the file will be just sent for signature.