Linking accounts and contacts to documents

Assigning accounts and contacts to documents enables automatic variable population and streamlined sharing. While optional, these assignments make personalization and communication much more efficient.

Understanding Accounts vs. Contacts

Accounts: Company-level information (business name, address, organizational details) Contacts: Individual people within those companies (names, titles, email addresses)

Each contact belongs to an account, but accounts can have multiple contacts.

Accessing Assignment Settings

1. Open your document in the editor
2. Click the Document Settings icon in the right sidebar
3. Find the ACCOUNT, CONTACT, and SENDER sections

Assigning Accounts

To Link a Company:

1. Click the ACCOUNT dropdown
2. Search or browse your company list
3. Select the appropriate account

What This Enables:

• Company variables automatically populate
• Document organization by client
• Contact filtering by company

Assigning Contacts

To Link a Person:

1. Click the CONTACT dropdown
2. Select the primary document recipient
3. If you've assigned an account, only contacts from that company appear

What This Enables:

• Contact variables automatically populate throughout the document
• Email address auto-fills in sharing options
• Signature blocks can be assigned to this specific person
• Personalized document content without manual entry

Managing Sender Information

The SENDER section controls who the document appears to come from. This defaults to you but can be changed for team workflows or when creating documents on behalf of colleagues.

Adding New Contacts

To add new accounts or contacts to your database:

1. Navigate to Clients in the main navigation
2. Create new account and contact records
3. Return to your document to assign them

Working Without Assignments

Document assignments are completely optional. You can:

• Create documents without any assignments
• Add assignments later to enable personalization
• Use unassigned documents for templates or general reference

Note: Variables will only populate when appropriate accounts and contacts are assigned.

Ready to personalize your documents? Open Document Settings and assign the relevant account and contact to see variables automatically populate throughout your content.

Need Help? Contact support through in-app chat for assistance with account and contact management.