You can disconnect Worksorted at any time, for example if you're moving CRMs or need to connect a different Worksorted company. Read what happens first, because disconnecting also removes your imported contacts.
What happens when you disconnect
- Every contact imported from Worksorted is removed from your Annature address book.
- The Worksorted page disappears from the left-hand menu.
- Envelopes you've already sent stay in Annature. Completed envelopes that have already synced stay in Worksorted.
- Nothing syncs to Worksorted while you're disconnected, including envelopes that complete after you disconnect.
How to disconnect
Only the Owner of your Annature organisation can disconnect an integration.
- In Annature, go to Settings and select Integrations.
- On the Worksorted card, click Disconnect.
Worksorted is disconnected straight away. There's no confirmation step, so make sure you're ready before you click.
Reconnecting
To reconnect, click Connect on the Worksorted card and sign in again. See Connecting to Worksorted. Your contacts aren't restored automatically, so import them again if you need them in your address book.