For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
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.