Use contact notes to keep quick, searchable context—like account IDs, billing references, or follow-up reminders—right where you manage recipients. Open Contacts, select a contact, and add a note from the contact details. Notes are internal only (they aren’t visible to the contact or included with invites). You can edit or delete notes anytime, and in Organizations/Workspaces, visibility may follow your admin’s sharing policies.
To create a note for a specific contact, go to Contacts and click on the contact name to view the details.
Click the chat bubble Add a note icon on the right of the contact to open Notes.
Enter your note. To notify a teammate the contact is shared with, mention their email (e.g., @testuser@signnow.com).
📝 Only people with shared access can be mentioned in the notes. To mention another user, share the contact with them first.
Users mentioned in a note will receive a SignNow email notification containing that note.