Contacts extension
The Contacts feature helps you to assign contacts to nodes (documents, folders, e-mails or records).
This option is only available if you have enabled the Contacts feature.
More information is available at Enable extensions.
You can manage contacts from:
- Tools menu.
- Properties on the Desktop panel.
Feature | Description | Available |
---|---|---|
|
Manage contacts. A pop-up Is shown for managing contacts. |
Tools menu. |
|
Edit a contact. Steps to editing a contact:
|
Manage contacts popup. Properties panel. |
|
Delete contact or link. Steps to delete:
From the Properties panel the |
Manage contacts popup. Properties panel. |
New contact button |
Add a new contact. Steps to add a new contact:
The "name" field is mandatory. |
Manage contacts popup. |
Cancel button |
Cancel editing. |
Manage contacts popup. |
Add button |
Link a contact with the selected node. Steps to link a contact:
This option is only available from the properties panel. |
Manage contacts popup. |
Double click on contact for quick edit.
|