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Getting Started

How do contacts work when I add parties or send invitations?

EEZYDOX includes a workspace contact book so you can reuse party details across agreements instead of typing them from scratch each time.

  • Use my info fills your own party details from your account profile.
  • Choose from contacts reuses saved people or companies from your workspace contact list.
  • Contacts are searchable and sortable by name, added date, edited date, and last used date.
  • When you select a contact, the agreement stores a snapshot, so editing that contact later does not silently rewrite older agreements.
  • For invitation sharing, make sure the party has at least an email address or phone number filled in.
Tip: If you work with the same counterparties often, keep one clean contact card per party and reuse it everywhere.

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