How do I remove or edit recipients in the address book?

Forum|Forum|7 years ago
June 17, 2019
13 replies
835 views

I entered the wrong address and need to change on a specific recipient.

eSignature

Best answer by Community Expert

I just found this in a Google search and it worked for me:

To manage contacts

Go to My Preferences > Contacts. To add a contact, click ADD CONTACT, and enter the contact's name, email, and company name. To edit a contact, locate the contact by searching or scanning the list. Click in the contact row, edit the contact details, and click SAVE.

How do I manage my contacts? | DocuSign Support Center

https://support.docusign.com › articles › How-do-I-manag...

C

Community Member

Legacy User

Upon logging into your DocuSign Account, go to the profile pic in the upper right, select My Preferences, then select Contacts on the left panel. Here you can edit or delete any Contacts you created.

C

Community Member

Legacy User

thank you. that was it.

C

Community Member

Legacy User

Nope, doesn't work

C

Community Member

Legacy User

@Dan Mitchell Please expand on what is "not" working?

C

Community Member

Legacy User

I have an old e-mail I want to get rid of. Unable to do so.

C

Community Member

Legacy User

@Dan Mitchell Do you get an error? Where is this email, in what product or what folder in DocuSign?

C

Community Member

Legacy User

This seems out of date to me. I see "Settings", not "Preferences", and inside settings, I don't see contacts.

C

Community Member

Legacy User

@WSA Production To my knowledge this hasn't changed, typically across the top of the DocuSign homepage you see Home, Manage, Templates, Reports. If you are an Admin you see Settings as well. Continue right and you have a Question Mark and then a Profile Pic. If the Profile Pic is selected you should see My Preferences and that opens the Contacts option on the left panel.

C

Community Member

Legacy User

There is definately no "My preferences" option when I go to my profile pic in the upper right hand corner?

C

Community Member

Legacy User

I was able to fix the issue. Thank you.