Content Manager 25.1 Office Integration Help

# Attaching Contacts to records

1. Search for the record you want to attach a Contact to.
2. Right-click and select the Locations - Attach Contact option.

   The Attach Contact dialog box appears.

   - Contact Name - type the new Contact you want to attach or use KwikSelect to search for one.

     If the Contact name has not been recorded previously, you can create a new Contact, see Creating Locations for details.

   - Contact Type - select the type of Contact 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.
     - Blind Copied - the person who was blind copied on the email.
   - Make Primary Contact - makes the Contact the primary Contact for the record
3. Click OK

You can view the attached Contact details in the record view pane.

See Modifying the view pane.

Creating a new Contact from the Attach Contact dialog box

1. Click KwikSelect to display the Select From Locations dialog.
2. Right-click, point to New location and then click the type of Location you want to create, generally for Contacts it will be a new Organization or new Person.

3. The New Location dialog appears, see Creating Locations for details.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Attaching Contacts to records