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Use your Lucca contacts with Yousign
Ferdinand avatar
Written by Ferdinand
Updated over 4 months ago

📖 Table of contents

You can connect your Lucca account to your Yousign account: you’ll be able to use your Lucca contacts in your signature requests, templates, and forms, to add them as signers, approvers, or followers in one click.

Discover Lucca contacts connector


Lucca contact connector allows you to leverage directly in Yousign all your Lucca contacts to save time when creating your signature requests. You don’t have to copy and paste all your contact information: if they are available on Lucca, everything is accessible directly in Yousign.

Your Lucca contacts data are not stored in Yousign: Yousign leverages contacts for signature requests, templates, and forms creation, these contacts are not stored in Yousign's contacts book.

Connect Lucca to Yousign


Every user of your organization can connect Lucca to Yousign (owner, admin or member):

  • Click on “Connect” beside the Lucca frame: you will be redirected to Lucca.

  • Enter your Lucca subdomain.

Your subdomain is visible in the URL you use to access Lucca, it should look like "https://example.lucca.net".

  • You can now leverage all your Lucca contacts while adding a signer!

You may need specific rights to connect Lucca to Yousign (if it's not working, contact your Lucca administrator). Your Lucca email account doesn’t need to be the same as your Yousign account email.

You can at any time disconnect your Lucca account, and discover how.

Use your Lucca contacts in Yousign


Once your Lucca Connector is live, you will be able to leverage all your Lucca contacts when adding a signer, an approver, or even a follower to a signature request, a template, or a form.

Important: all users from your organization will have access to your Lucca contacts, with no possible differentiation by role or workspace.

Add a Lucca contact as a signer

Creating a signature request with your Lucca contacts follows the same creation process as a signature request, with some differences.

When preparing your document, you will need to follow the additional conditions:

  • Click on “Add a Signer”.

  • Select “Lucca”.

  • Search your Lucca contact: draft at least 3 characters of the contact email.

Searching by first name or last name is not supported (only email).

  • Select it (you will see the logo of Lucca at the right of the name).

  • Change any information you need (it will not impact the information in Lucca) :

    • First Name

    • Last Name

    • Email

    • Phone

    • Language

  • If needed, save the contact in your contact book.

  • Click on “Add signer”.

  • Drag and drop the fields you need on your documents.

As always you can add up to 100 signers per signature request (from Lucca, or your contact book, or a mix!)

Add a Lucca contact as an approver

Adding an approver with your Lucca contacts follows the same creation flow as a "classic” approver, with some differences.

When preparing your document, you will need to follow the additional conditions to add a Lucca contact as an approver:

  • Click on “Add an Approver”.

  • Select “Lucca”.

  • Search your Lucca contact: draft at least 3 characters of the contact email.

Searching by first name or last name is not supported (only email).

  • Select it (you will see the logo of Lucca at the right of the name).

  • Change any information you need (it will not impact the information in Lucca) :

    • First Name

    • Last Name

    • Email

    • Phone

    • Language

  • If needed, save the contact in your contact book.

  • Click on “Add approver”.

As always you can add up to 10 approvers per signature request (from Lucca, or your contact book, or a mix!)

Add a Lucca contact as a follower

When setting up your signature requests, templates or forms, you will need to follow the additional conditions to add a Lucca contact as a follower:

  • Go to the Followers section.

  • Select “Lucca”.

  • Search your Lucca contact: draft at least 3 characters of the contact email.

Searching by first name or last name is not supported (only email).

  • Select it (you will see the logo of Lucca at the right of the name)

As always you can add up to 100 followers per signature request (from Lucca, or your contact book, or a mix!)

Disconnect Lucca contacts connector


You can disconnect Lucca Connectors at any time (even if you don’t have a Lucca account) :

  • Go to the Connectors Page.

  • Click on “Disconnect” beside the Lucca frame.

  • Confirm that you want to disconnect your Lucca account.

Disabling the contacts connector revokes access for everyone in your organization.

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