Attaching a Contact

Use this function to record contact details for a record(s).

This could be the person or organization that wrote the document or the intended recipient of the document.

You can attach multiple Contacts to a record.

To access Contact, perform the following steps:

  1. In the Outlook item, navigate to More actions > Content Manager > Record to view the record properties in the task pane.
  2. Click Properties or Context tab of the record, navigate to Menu > Locations.

Attaching a Contact to a record

To attach a Contact to a record, perform the following steps:

  1. Navigate to Locations > Attach Contact. The Add Contact dialog is displayed.

  2. Select the Contact Type from the drop-down list:

    • Author - default - the author of the record, usually the person or organization who wrote the document .

    • Addressee - the person who the document is addressed to

    • Representative - the person or organization who is a representative for the document - i.e. the person or organization who writes on behalf of another. For example, a lawyer representing a claimant.

    • Other - another type of Contact

    • Client - that the Contact is a Client of the record.

    • Copied - the person who was copied on the email or chat.

    • Blind Contacts - the person who was blind copied on the email or chat.

  3. Select a value for the location from the drop-down. Select from list of favorite locations, Me, or from the list of all the locations in the dataset.

  4. Click OK.

Repeat the above steps to attach more than one Contact to a record.

Removing a Contact from a record

To attach a Contact to a record, perform the following steps:

  1. Navigate to Locations > Remove Contact. The Remove from User Label dialog is displayed with the list of all the Contacts attached to the record.

  2. Select the Contact you want to remove and click OK.

Repeat the above steps to remove more than one Contact from a record.

Viewing a Contact of a record

To view a Contact of a record, perform the following steps:

  1. Navigate to Locations > Show Contacts.

    The list of all the Contacts attached to the record is displayed.

    Click on the title of the column to sort the list in ascending or descending order, or remove the column.

    Click the title of the column, a pop up menu is displayed. You can remove a column or add more columns using Format Columns.

    To format columns, in Column Preferences dialog, select the column from the Available Columns list and click Add to add to the Display Columns list. Click OK. The selected column is added to the task pane.

    You can delete a contact from the list of contacts displayed for a record. Select a contact from the list, click Menu (three dots) and then click Delete Contact.

  2. Click X to return to the record properties task pane.