Contact List

In the Signi app, you can save a contact list in advance for people you will send your documents to in the future.

The contact list is also created automatically from the contacts you enter for each document when selecting the counterparty.

You can also add a contact manually by filling in the header:

Bulk contact import (CSV/XLSX)

1. Prepare a CSV or XLSX file — download a sample file. The file must contain the fields First name (firstname), Last name (lastname), and E-mail (email); other data is optional. Save it with UTF-8 encoding to avoid issues with accented characters.
2. Go to the Contacts section in the Signi app.

3. Click Create contact and select the option to upload contacts from a file.

4. Upload the prepared file and click Upload.
5. Check the uploaded contacts — after a successful import, they will appear in the list.

Custom fields and bulk sending

The file can also contain custom fields (birth number, child's name, etc.) — to use them you need the purchased Templates module and a prepared template with matching fields; contact sales@signi.com. Contact import can be combined with bulk sending of templates, e.g. the Personal Income Taxpayer's Declaration (sample file).