Save Client Details to Send Documents Faster

If you regularly send documents to the same clients — accountants with recurring financial statements, HR managers with employment contracts, property agents with lease agreements — SignZA's saved contacts feature eliminates the need to retype details every time.

Saving a contact when you send

1. 1Open the Send modal and proceed to Step 2 (Signer details).
2. 2Enter the signer's first name, last name, email address, and WhatsApp number.
3. 3Make sure the "Save as contact" toggle is ON (it's on by default).
4. 4Send your document. SignZA saves the contact automatically.

Using a saved contact on your next send

The next time you open the Send modal and reach Step 2, start typing the signer's email address. SignZA searches your contacts as you type and shows matching suggestions as a dropdown. Click the contact and all their details — first name, last name, email, WhatsApp — fill in instantly.

Managing your contacts

All saved contacts are accessible from the Contacts tab in your dashboard. From there you can:

• View all your saved signers
• See when each contact was last sent a document
• Delete contacts you no longer need
• Click a contact to initiate a new send pre-filled with their details

The fastest possible workflow

Combine saved contacts with templates and you can send a recurring document to a regular client in under 30 seconds:

1. Click Send on the dashboard
2. Select your saved template (Step 1)
3. Type the client's email → click their name in the suggestion dropdown (Step 2)
4. Click Continue → Send document

No uploading. No field placement. No retyping. Done.

Frequently asked questions

Is there a limit to how many contacts I can save?

No. You can save as many contacts as you need on any plan.

What if a contact's email address changes?

If you send to a different email address for the same person, a new contact will be created. You can delete the old one from the Contacts tab.

Are contacts shared between team members?

Contacts are private to your account. Team/shared contacts are on our product roadmap.

Can I import contacts from a spreadsheet?

Not yet. Bulk contact import is planned for a future update. For now, contacts are saved automatically when you send.