You can quickly access a list of the people who are available to you for various program functions. This list is your Address Book, and it is made up of Novatus program users, company people (i.e., those hose who have had a Person Profile created for them in a Company Profile), legal entity people (i.e., those who have had a Person Profile created for them in a Company Profile that has been marked as a legal entity), and external people (i.e., those who engage in Novatus activities via the Portal or the DocuSign cloud). The Address Book also contains any email distribution lists that have been created.
The Address Book is used in many program functions, including sending email messages from a Company or Contract Profile, scheduling reports, assigning tasks, and requiring workflow steps and scorecards to be completed. The Address Book is also used to invite individuals and distribution lists to become members of a document package or add them to the eSignature process.
You can perform the following tasks related to your Address Book: