Contacts

Overview

The Contacts tab will show the individual visitors, and all their most recent activities while viewing your content. You'll be able to filter through contacts across your team or personal contacts.

Table of contents

• Contacts in-app
• Contact page layout
  • Visits tab
  • Agreements tab
• Archive contacts
• Unarchive contacts
• Delete contacts
• Things to consider

Contacts in-app

When Require email to view is enabled (see Link settings explained), your visitor is prompted to input their email. Once provided, our systems will generate a contact profile with public information linked to the email address provided.

Important: When Require email to view is disabled, the contact profile will not be generated, and will instead show up as an anonymous visitor along with their operating system since no email address was provided.

Document

When you receive visits, each contact is logged at the document level under both the recent activity tab and the link.

Contact page layout

The Contacts tab shows all content visits and document signatures on an individual visitor level. As you begin to receive visits, a contact profile will be generated for each visitor on the Contacts tab page.

Each contact’s profile will include:

• All content visits.
• Which documents were viewed, including their duration per document.
• Which documents they signed.

Learn more about creating a signable document in DocSend.

Once you select a contact, you can review the content they’ve accessed in more detail using the Visits and Signatures tabs. 

Visits tab

Under the Visits tab, you’ll see the following:

• Document Name: The specific document the contact has visited.
• Time Spent: Total time spent on the document.
• Visits: The total number of times visited by the contact.
• Granular Visit Data: Select the bar graph icon to expand your contact’s visit statistics, including time spent per page and download activity for each document visit.

Agreements tab

Once you share signable documents with your contact, any collected signatures will be populated under the Agreements tab on your contact’s profile page. Here, you’ll see: 

• Document Name: The specific document the contact has signed.
• Date Signed: The date on which your contact signed your document. 

If a contact signs the same document multiple times, all signatures will be accessible by selecting the expand button next to the signed document name.

To download a copy of a signed document do the following:

1. Log in to your DocSend account.
2. Click Content.
3. Click the document.
4. Click “…” (more options).
5. Click Download.
   

Learn more about downloading copies of signed documents in DocSend.

Note: Any member on the account can view and download copies of signed documents from the Contacts and Accounts pages.

Archive contacts

You can archive contacts to remove stale or old visitors. Archiving old contacts can help streamline your link creation process and improve the legibility of your visitor data. 

To archive a contact:

1. Click Contacts.
2. Select “…” (more options).
3. Click Archive contact.

Once archived, the contact will no longer be visible.

Unarchive contacts

To unarchive contacts do the following:

1. Click Include archived contacts.
2. Click “…” (more options).
3. Click Unarchive contact.

• Name
• Email
• Phone numbers
• IP addresses

1. Click Contacts.
2. Click “…” (more options). 
3. Click Delete contact.
4. Click Delete to confirm. 
   

Things to consider

• Creating a new visit from an archived contact will unarchive that account and link to archived accounts.
• The contact profile for each contact will only populate visit and signature data for documents you have access to elsewhere in DocSend.

Related Reading

• Accounts
• Create a Link

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Still need help? See more articles in the DocSend Help Center.