Skip to main content

​
Contacts

Contacts represent individuals that you frequently send documents to. Managing contacts makes it easier to create signers and track signing history.

​
Creating Contacts

Create a contact with basic information: 
{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "phone": "+46701234567",
  "ssn": "197001011234"
}

​
Contact Fields

FieldRequiredDescription
firstNameYesContact’s first name
lastNameYesContact’s last name
emailNoEmail address
phoneNoPhone number for SMS
ssnNoSwedish personal number
companyIdNoAssociated company ID
companyRoleNoRole within the company
externalIdNoYour system’s identifier
At least one of email or phone is recommended for sending documents.

​
Companies

Companies allow you to organize contacts by their organizations: 
{
  "name": "Acme Corporation",
  "orgNumber": "556123-4567",
  "country": "Sweden"
}

​
Linking Contacts to Companies

When creating or updating a contact, link them to a company: 
{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@acme.com",
  "companyId": "company_123",
  "companyRole": "CEO"
}

​
Using Contacts as Signers

When adding signers to documents, reference the contact ID: 
{
  "contactId": "contact_123",
  "role": "SIGNER",
  "signingOrder": 1
}
The signer will automatically inherit information from the contact.

​
Benefits of Using Contacts

Consistency

Ensure consistent information across all documents

Quick Setup

Add signers faster by referencing existing contacts

History

Track all documents a contact has been involved with

Updates

Update contact info in one place for future documents

​
Contact Management

​
Searching Contacts

Use the API to search and filter contacts: 
GET /api/v1/contacts?page=1&perPage=20

​
Updating Contacts

PATCH /api/v1/contacts/{id}
Updating a contact doesn’t affect existing document signers - changes only apply to new documents.

​
Deleting Contacts

Soft delete contacts to keep historical data intact: 
DELETE /api/v1/contacts/{id}
Deleted contacts are hidden from lists but document references remain valid.

​
Company Management

​
Listing Companies

GET /api/v1/companies

​
Getting Company Details

Retrieve a company with all associated contacts: 
GET /api/v1/companies/{id}
Response includes: 
{
  "company": {
    "id": "company_123",
    "name": "Acme Corporation",
    "orgNumber": "556123-4567",
    "parties": [
      {
        "id": "contact_1",
        "firstName": "John",
        "lastName": "Doe"
      }
    ]
  }
}

​
External IDs

Use external IDs to link contacts to records in your own systems: 
{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "externalId": "customer_456"
}
This makes it easy to:
  • Sync with your CRM
  • Match contacts with your database records
  • Integrate with existing workflows

​
Best Practices

Check if a contact already exists before creating a new one to avoid duplicates.
Regularly update contact information to ensure delivery success.
When working with business clients, create companies and link contacts for better organization.
Always set external IDs when integrating with other systems for easy lookups.

​
Next Steps

Signers

Learn about adding contacts as signers

API Reference

Explore the Contacts API
⌘I