Within a loop you have the ability to add in new contacts, as well as edit existing contacts. There are a few ways to accomplish adding these new contacts to your loop, let's go over them.
- Adding and editing contacts in the loop
- Adding contacts within a document
- Adding contacts while sharing
Adding and editing contacts in the loop
To start adding contacts to your loop, first navigate to the loop. While in the loop, you will see a section labeled PEOPLE near the top of your screen. Tap on PEOPLE, or you may simply swipe right.
While in the PEOPLE section, tap on the blue plus sign in the bottom right corner.
We will now be taken to the Add person screen. Here you will want to type the full name of the person you are adding, as it should appear on the signature lines of your documents. Be sure to also add their email address (only one per person), as well as select a role. You have the option to send a notification email by checking Notify person. Tap the check mark in the upper right corner to save.
To edit someone in your loop, navigate back to the PEOPLE section of your loop. Find the person you wish to edit and tap on their name.
You will now be taken to the contact's information screen. Tap the white pencil icon in the top right corner.
You will then be taken to a screen in which you may edit the contact's name, email, role, phone numbers, company name, address, and marital status. You also have the option to add the contact to your team. (Note: adding someone to your team is only advised for other parties you are working with that you want to give full permanent access to the loop and its contents. This is irreversible and will also no longer allow you to share anything with the person added to your team).
Adding contacts within a document
If you are within a document and need to add a new person to assign a field to, you can do so in a few easy steps. First, with the document open, tap on the pencil icon in the lower right corner to edit the document.
Next, tap on the field you wish to assign. A clipboard icon will appear near the top of the screen, tap this icon to continue.
In the next menu, tap on the ASSIGN TO PERSON option. This will take you to the assign to person screen.
In the assign to person screen, tap on the blue plus sign in the lower right corner. This will take you to the Add person screen, where you can add the name and email address of the contact. Doing this will not only add the person to your loop, but also assigns them to that field to allow for signing.
If you are sharing a document and wish to add an additional person to view or edit the document in private, you can do so here. While in the Share Document window, tap on the blue plus sign at the bottom right of the screen. This will take you to the Add person window where you can add the name and email address of the person you wish to share with.
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