Contacts: Your personal address book and shortcut to faster handling
In a busy working day every second counts, and repeatedly entering the same information is not only time-consuming but also a source of errors. To make your workflow in Handsal as smooth as possible, we have built in an advanced and efficient contact module. This function acts as your company's central address book, where you can save and organise all the people you interact with in your document handling.
Instead of having to enter names and email addresses manually every time you create a new case, "Contacts" lets you save your most used contacts once and for all. This applies to everyone from regular partners and external suppliers to your own internal managers and directors who often appear in your cases. With just one click you can select a contact from the list and assign them their specific role in the case – whether they are to act as signers, approvers or simply have access as viewers.
The benefits of using the address book
The benefits of using the address book are many:
- Eliminating errors: By using saved contacts you minimise the risk of critical typos in email addresses. A small typing error can mean that a sensitive document is sent to the wrong person, or that an important process stalls because the recipient never receives the invitation. With the address book you know the data is correct every time.
- Lightning-fast creation: You save valuable time in the creation phase, which means you can send your documents out in record time. This is especially an advantage for companies with a high volume of cases, where the total time saved quickly adds up to many hours per month.
- Better overview of relationships: By having your contacts gathered centrally in Handsal, you create a structured database of your most important stakeholders. It makes it easy for you and your team to keep track of who is typically involved in which types of cases.
Quality assurance and professional communication
This function is not just a convenience; it is a quality assurance tool that ensures your communication always hits the mark and appears professional to both internal and external parties.
Need help importing contacts?
Would you like help importing your most important contacts right away? We can guide you on how to quickly build your address book so you can benefit from the faster flows from your next case. Shall we look at how you add your first regular signer to the system?