For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
Help center
Managing auto contact addition in Contacts Book
Adding contacts automatically to your Contacts Book can be a convenient feature when you're frequently sending out eSignature packages on Snapdocs RON (formerly Pactima). However, there might be instances when you prefer to manage this addition manually.
## Steps to Manage Auto Contact Addition
1. Go to **Account Settings**.
- Click on the **Account** button, located in the top right corner of the page.
2. Access **Contacts Book** settings.
- Within your account dashboard, select the **Contacts Book** card.
3. Find auto-add settings.
- Near the **Add a Contact** button, click the dropdown arrow to view more options.
4. Toggle auto-add.
- If auto-contact addition is currently enabled, select **Disable Auto-Add**.
- If auto-addition is currently disabled and you want to turn it on, select **Enable Auto-Add**.
5. Confirm your preference.
- Click **Confirm** to apply the change.
## Implications of Auto-Add
- Enabling auto-add means every new recipient of an eSignature package will be saved to your Contacts Book.
- Disabling this feature gives you control over which contacts are saved, which can help prevent your Contacts Book from becoming cluttered with one-time contacts or contacts you do not wish to save.
