For frequently used signers, you can configure them as corporate or personal contacts. When initiating a contract, you can quickly fill in the contact's information. This document guides you on how to configure contacts in the Tencent E-Sign Service.
Prerequisites
Please complete the activation of the Electronic Signature Service first. Refer to the Activation Guide document for the activation guide.
Web
Step 1: Log in to the Tencent E-Sign Service web console
Log in to the Tencent E-Sign Service web console, and then use your phone to scan the QR code on the screen. If you are using the Tencent E-Sign Service in WeCom, you can also open the Tencent E-Sign Service application directly from the WeCom Workbench.
Step 2: Add Contacts
1. Enter the Contact Management Module, select the type of contact you need to add (corporate/personal contact), and click Manual Addition.
2. Fill in the corresponding information of the contact as prompted on the page. If you need to add multiple contacts, you can click the button at the bottom to add more contact fields.
3. After confirming the information is correct, you can click Confirm to submit. You will then see the corresponding contact information on the Contact Management page.
1. Enter the Contact Management Module, select the type of contact you need to add (corporate/personal contact), and click Bulk Instance Import.
2. Download the corresponding contact template and fill in the contact information in bulk according to the file format.
3. Upload the completed contact file and click Import.
4. The system will automatically recognize and import the contacts with the correct format. If there are any contacts that failed to import, you can correct the errors and import them again.
Step 3: Use Contacts
1. When initiating a contract, you can select contacts as signers. In the third step of initiating a contract, Set up Signing Process, click the contact icon in the signer card on the right.
2. Select previously added contacts.
3. After clicking confirm, you can quickly set the contact's information as the signer's information.
Mini Program
Step 1: Add Contacts
1. Enter the organization's Personal Center, click My Corporate Contacts, then click Create New Contact at the bottom of the contact list.
2. If you are adding contacts on mobile for the first time, you need to read <Adding Contacts Notice> and click I Acknowledge and Agree to start adding contacts.
3. Once you have filled in the relevant information for the contact based on the contact type, click Confirm and Save.
Step 2: Use Contacts
1. When initiating a contract, you can choose contacts as signers. When setting the signer information, select Filled by Me and click to complete the signer information.
2. Then click to select an existing contact and choose a contact from the contact list to set as the signer.
