Uploading a contact list

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This guide will walk you through the process of uploading a contact list on AOR Forms.

Go to app.aorforms.com

1. Introduction

From accessing the Contacts section to uploading a contact list follow these instructions to get your business's contacts into AOR Forms efficiently.

2. Click "Contacts"

Access the Contacts section.

3. Click "Upload"

Initiate the upload process.

4. Click "Browse"

Browse for the file to upload or drag and drop a file to the designated area. You can also download the template to ensure your contact list is formatted for upload.

5. Click "Upload Contacts"

Confirm the contact upload.

6. Click Select field

Click "Select Field" to connect your document information with your contact fields. If the first column in your uploaded document is "Email Address", select "Email" from the list of AOR Forms contact fields

7. Match up the contact fields

For each column found in your uploaded file, match it to the appropriate field name for your AOR Forms contacts

8. Click "Save"

Save the changes.

9. Contacts are uploaded

Your contacts have been uploaded into your AOR Forms contact list.

10. Contact Action Buttons

Use the action buttons to view or delete a contact or send a form to your contact for signature right from the contacts list.

11. Contacts are uploaded

This guide covered the complete process of uploading a contact list on AOR Forms, including selecting and saving contact fields, using action buttons in the contacts list, and finalizing the upload.

Streamline your contact management by following these steps for efficient data upload. You will be sending signature forms in no time

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