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.
FeatureDescriptionAvailable

 Manage contacts

Manage contacts.

A pop-up Is shown for managing contacts.

 Tools menu.

Edit contact

Edit a contact.

Steps to editing a contact:

  • Click on the Edit icon.
  • Update the form.
  • Click on the Update button.

Manage contacts popup.

Properties panel.

 Delete (contact or link)

Delete contact or link.

Steps to delete:

  • Click on the  Delete icon.
  • Click on the Accept button.

From the Properties panel the Delete icon is used to delete links between contacts and nodes. From others view the Delete icon is used to delete a contact.

Manage contacts popup.

Properties panel.

New contact button

Add a new contact.

Steps to add a new contact:

  • From the "tools menu" click on  Manage contacts or from the "Properties" panel click on the Add button.
  • Click on the New contact button.
  • Fill the form.
  • Click on the Add button.

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:

  • Click on the Add button. A popup will show.
  • Click on Link contact

This option is only available from the properties panel.

 

Manage contacts popup.

Double click on contact for quick edit.