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Contacts

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Lynne H.
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Overview

The contact page surfaces 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 page. Each contact’s profile will include all content visits, showing what each contact has seen and for how long, as well as all signable documents that your contact has signed. 

 

For more information on creating a signable document, check out Create Signable Documents with eSignature. 

Skipping Ahead

 

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 instead show up as an anonymous visitor along with their operating system as no email address was provided. 

Document 

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

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Contact Page Layout

As you begin to receive visits, the Contact 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.

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

 

Visits Tab

Once you select a contact, you’ll be able to review their visits in more detail under the Visits tab. Here, you’ll see:

  • 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.

 

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Signatures Tab

Once you share signable documents with your contact, any collected signatures will be populated under the Signatures 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 the signed document, hover over the document name to reveal the Download icon. Click the Download Signed Document icon to initiate the download. If accessing DocSend on your mobile device, simply click the Download icon next to the desired document to download a signed copy.

For more information on downloading copies of signed documents in DocSend, check out The eSignature Experience.

 

Note: eSignature is available on Personal, Standard, Advanced, and Enterprise plans only at this time. 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. Go to the Contacts tab.
  2. Select the options icon (ellipsis) to select the contact.
  3. Click Archive contact when prompted.a. Once archived, the contact will no longer be visible.

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Note: To unarchive, select Include Archived Contacts to locate the account. Select the more options menu to see the Unarchive contact option. 


Delete Contacts

Only Owners and Admins have the option to permanently delete contacts. Documents signed by deleted contacts will remain. If necessary, users will need to manually delete those documents.
When you delete a contact, certain data for this contact will be permanently removed, such as:
  • Name
  • Email
  • Phone numbers
  • IP addresses
Note: Analytics data for the contact will be anonymized. 
To delete a contact:
  1. Go to the Contacts tab.
  2. Click the options icon (ellipsis) to the right of the contact you’re deleting. 
  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

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