Content Manager 24.4 MS Teams Integration Help

# 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. Search for the record you want to add a Contact.
2. Click on the record number to display the record properties in the task pane.
3. Click Menu drop-down and then click Locations to access Contact.

## 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.

   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.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Attaching a Contact