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Contacts

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Lynne H.
  • Updated
This article describes a feature available to all customers on DocSend

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.
 

Contacts in-app

When Require email to view is enabled, 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. Learn more about link settings.

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.
Contacts in-app_Document.png

 

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. 


 

Search for a contact

If you need to search for a particular contact, click into the Search box in the upper-right corner, type in the email, name, tag, or company you’re looking for. 
 
 

Tags

When Space admins create tags for a Space, they are automatically applied to all visitors of that Space.
 


Archive contacts

You can archive contacts to remove 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  (more options).
  3. Click Archive.
Once archived, the contact will no longer be visible.
Note: Creating a new visit from an archived contact will unarchive that account and link to archived accounts.

 

Unarchive contacts

To unarchive contacts:

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

 

Delete contacts

Only account 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. Click Contacts.
  2. Click more (more options).
  3. Click Delete contact.
  4. Click Delete to confirm. 
     

Edit contacts

Only account owners and admins have the option to edit contacts. 
 
To edit a contact:
  1. Click Contacts.  
  2. Click more (more options) next to the contact you want to edit.
  3. Select Edit.
  4. Enter the correct contact information.
  5. Click Save.

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. 
 
You’ll see the following: 
  • 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 (more options).
  5. Click Download.
Note: Any member on the account can view and download copies of signed documents from the Contacts and Accounts pages.

 

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.
Note: You’ll only see visit and signature data in a contact profile for documents you can already access in DocSend.

 

Document

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

 

 

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