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Contacts extension

The Contacts feature helps you to assign contacts to nodes (documents, folders, e-mails or records).

You can manage contacts from:

  • Tools menu.
  • Properties on the Desktop panel.
Feature Description Available
 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.