It would be nice if when entering the name of a recipient into digisign, if after entering and saving their information, the information would be saved directly to the directory. As it stands now it is a two step process. It would take the need to directly enter names and emails addresses into the directory away. Enter and save them to digisign and it transfers the data to the directory for use the next time you need it. As it stands now, and I did not know this prior to today, that we are supposed to enter the names and emails into the directory first. Well, the problem with that is I'm not always in the directory. But, when I digisign and enter the information and save it, if it went to the directory automatically then I would never really need to use the directory for anything at all. Much more efficient process.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Richard!
This is a feature that exists within DigiSign today. The way this feature currently works is--new contacts are saved to the directory once the envelope is sent. If the envelope is in a "draft" state, the contact is not saved to the directory. If this is not working for you, please reach out to support and they can investigate this issue for you.
Created By Richard Hewitt
RequesterIt would be nice if when entering the name of a recipient into digisign, if after entering and saving their information, the information would be saved directly to the directory. As it stands now it is a two step process. It would take the need to directly enter names and emails addresses into the directory away. Enter and save them to digisign and it transfers the data to the directory for use the next time you need it. As it stands now, and I did not know this prior to today, that we are supposed to enter the names and emails into the directory first. Well, the problem with that is I'm not always in the directory. But, when I digisign and enter the information and save it, if it went to the directory automatically then I would never really need to use the directory for anything at all. Much more efficient process.
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1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Richard!
This is a feature that exists within DigiSign today. The way this feature currently works is--new contacts are saved to the directory once the envelope is sent. If the envelope is in a "draft" state, the contact is not saved to the directory. If this is not working for you, please reach out to support and they can investigate this issue for you.
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