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I use docusign for realestattre. I do not have a CLM area (and have no clue what that means. I just want to clean up my contacts. How do i get into my contact list?

Hello @Pam Furniss ,

Welcome to the Docusign Community and thank you for posting your concerns!

I understand you are looking for a way to clean up your contacts list.

Sure, you can access your contacts by:

  1. Log in to your Docusign account.
  2. Go to My Preferences.
  3. Select the Account tab.
  4. Click on Contacts.
  5. In the Contacts view, you can add, update, or delete entries in your Address Book: Manage Contacts

Let us know if you need further assistance with this.

 

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @Pam Furniss ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
 

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