Contacts

Contacts allow you to assign contacts to documents, folders and emails. There are two available options for this. Manage contacts from the Tools menu and assign contacts using the Contacts tab on documents, folder or email view.

Retrictions

• You need write permissions to add a contact to some document / folder / email.
• You need delete permissions to remove a contact from some document / folder / email.

Description of different icon options

• → Manage contacts
• → Add contact
• → Edit contact
• → Delete contact

Manage contacts

Go to the Tools menu and select the option manage contacts.

A popup will appear.

Double click on contact or clicking on edit icon contact will allow editing.

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 .

Making double click on tab contact list or clicking edit icon can edit the contact record ( you must have write privileges on this view ).

Making a click on delete icon can delete the link between contact and document, folder or mail. It'll appearing a confirmation message. In the tab view the contact record really is not deleted, is only deleted the link between contact and document, folder or mail.