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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?
Solved
Contact Clean up
+1- Newcomer
Best answer by nathaly.monge
Hello
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:
- Log in to your Docusign account.
- Go to My Preferences.
- Select the Account tab.
- Click on Contacts.
- 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!
- Community Moderator
- Answer
Hello
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:
- Log in to your Docusign account.
- Go to My Preferences.
- Select the Account tab.
- Click on Contacts.
- 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!
- Community Moderator
Hello
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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