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Managing Clients

Clients represent the external organisations or individuals you send documents to. Managing your clients keeps your contacts organised and makes it easy to invite signatories.

Creating a client​

  1. Navigate to Clients.
  2. Click New Client.
  3. Fill in the client details:
    • Name (required) — the client's name or company name.
    • Phone — phone number.
    • Website — the client's website URL.
    • Address — street address, city, state/province, postal code, and country.
    • VAT number / ID number — tax or business identification numbers.
    • Notes — private notes (visible only to your team) and public notes.
    • Currency — the client's preferred currency.
  4. Add at least one contact — the actual person who will sign documents.
  5. Click Save.

Viewing clients​

The client list shows all your clients with key information at a glance. You can:

  • Search — find clients by name.
  • Filter — filter by status or other criteria.
  • Sort — sort by name, date created, or other fields.

Click on a client to view their full details, contacts, and document history.

Editing a client​

  1. Open the client.
  2. Update any fields.
  3. Click Save.

Deleting clients​

  1. Open the client.
  2. Click Actions > Delete.
  3. Confirm the deletion.

Deleted clients are soft-deleted and can be restored from the archived view.

Bulk actions​

You can perform actions on multiple clients at once:

  1. Select clients using the checkboxes.
  2. Choose an action from the bulk actions menu.
  3. Confirm.

Client permissions​

Clients follow the permissions model. You can control which team members can view, edit, and manage specific clients.