Saved recipients

Save the people your workspace sends to most so they're quick to add to an envelope.

The Recipients page

Open Recipients in the sidebar. The page has two lists:

• Saved: people your workspace has saved, sorted by name.
• From envelopes: people on this workspace's recent envelopes who aren't saved yet. This list fills itself as you send.

Each list shows Name, Email, Envelopes (how many envelopes they're on) and Last envelope. Use Search by name or email to filter.

Saved recipients belong to the workspace, so everyone in it sees the same list.

Save someone

1. Select Add recipient, or select Save next to someone under From envelopes.
2. Enter an Email and, optionally, a Full name.
3. Select Save recipient.

Each email can be saved once per workspace. People are never saved automatically.

See someone's envelopes

Select a person to see when they were saved, how many envelopes they're on, and their most recent envelopes. Find in Envelopes in the ⋯ menu opens the Envelopes list filtered to their email. In sandbox mode, only sandbox envelopes are listed. See Sandbox.

For a saved recipient, Send an envelope starts a new envelope with them as the first signer.

Add them to an envelope

In the envelope editor, start typing in Add by name or email. Saved recipients are suggested first, then recent people from your envelopes. Pick one to fill in their name and email. See Recipients and roles for choosing what each person does.

Suggestions don't appear when you set up roles on a template.

Edit or remove

Open the ⋯ menu on a saved recipient:

• Edit changes the name or email. Select Save changes.
• Remove takes them off the saved list. Select Remove to confirm.

Envelopes they're already on don't change either way.