Manage your account's contact lists
Generating contact details into the party and signee fields of your drafts helps you reduce errors and avoid manual work. By creating your account’s contact lists, you can populate all saved details into the "Parties and signees" details of your contract drafts.
Add new contacts to your lists
Follow these steps to learn how to add new contacts to your account’s lists:
Click on your profile icon in the top right corner and select Contacts under “Your account” section of the menu.
Click the blue Add a new contact button in the top left side.
Choose the type of contact you want to create by selecting Company or Personal account at the top of the new page.
Fill in the contact details you need to use in your contracts and click Add new contact to the list.
Full name, company name, and Email address are required fields for company contacts.
Full name and Email address are required fields for Personal accounts.
Use contacts to add parties and signees
By creating contacts, you get picklists to quickly auto-populate the parties and signees fields in your contract drafts. You can add and edit parties and signees in a single, unified modal.
Open your contract draft.
Click the Add or edit party or signee button in the top “Parties and signees” section of the right-hand sidebar.
Use the Party details section of the screen to pick Private or Company type of party.
Double-click inside the Party name field.
Select the contact you want to add from the drop-down list.
All associated details you have added to the selected contact (like email, address, and company registration number) automatically populate the respective fields in Party and Signees details sections.
Confirm the added party and signees details by clicking the blue Save button.
Frequently asked questions
Can I use the same email address for multiple contacts?
No, a unique email address can only be associated with one contact of the same type (company or personal account).
How do I edit or delete an existing contact?
You can edit or delete existing contacts directly from your Contacts overview page under “Your account” section of your profile settings. Use the Search for contacts field on the left-hand side to quickly locate the specific person or company. Once found, click the edit (pencil) or delete (trash can) action icons on the right-hand side of the contact you want to manage.
How do I sort my contact list?
You can organize your lists by clicking the Sort by dropdown menu in the top right corner of the Contacts overview, which allows you to sort your contacts alphabetically (A to Z and reversed Z to A) by full name, email, or company name.
How do I share my contact list with others in my company?
Your contact list is private to your individual account and cannot be shared directly within Contractbook. If other company users need access to the same contacts, you can manually copy and paste your lists into Excel sheets, which can be shared outside the Contractbook application.
Can I change the order of signees in my contracts after adding them from my contact lists?
Yes. When you add a contact with the Add or edit party or signee button in the top “Signees” section of the right-hand sidebar, you can rearrange their order by clicking the Set signing order button.
In this dialog box, you can select the type of signing order and drag to reorder each signee into the correct position before you click the blue Save button.
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