Contacts

Contacts allow to assign contacts to documents, folders and mails. There are two available options, manage contacts in tool menu and assign contacts using Contact tab on documents, folder or mail tab view.

Retrictions

• You need write grants to adding a contact to some document / folder / mail.
• You need delete grants to removing a contact to some document / folder / mail.

Manage contacts

Go to tools menu, and select the option manage contacts.

It'll be open a popup.

Making double click on contact or clicking on edit icon contact can be edited.

Selecting update button contact record will be updated, if you want to cancel editing must selecting cancel button.

If you want to create a new contact from manage contacts view, must selecting the new contact button. It'll appearing a new contact with empty fields. Name field is mandatory.

Selecting add button contact record will be saved, if you want cancel editing must selecting cancel button.

If you want to delete a contact, must click on delete icon. It'll appearing a confirmation popup.

Manage contact from tab view

On tab document, folder or mail view can be managed contacts. Assign a contact to some document, folder or mail, delete or update contact field values. For all these operations write grants are needed on document, folder or mail.

To adding a new contact must be selected add button. It'll appearing a popup.

Can selecting on right list, some contact to be linked to document, folder or mail, making a click on selecting contact icon.