Contacts and contact groups

Everyone you send an envelope to is added to your organization's address book automatically. You can also add people by hand, or import a CSV (Pro) — the import dialog offers a sample file showing the expected columns.

A contact groupis a named set of contacts — “Canada Team”, “Internal reviewers”. Create one from the Contacts page, either empty or from the rows you've ticked. Groups are a view over your address book: deleting a group never deletes the people in it.

On the recipients step, use Add from a contact group, pick the group and the role everyone in it should have. Anyone already on the envelope is skipped rather than added twice, and the result tells you how many were added. Note that adding a group as signers means each person needs their own field before you can send — CC and viewer have no such requirement.

Export CSVon the Contacts page downloads your whole address book (Pro). It's the complete list, not just what's on screen.