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 contactThis option is only available from the properties panel. |
Manage contacts popup. |
Manage contacts
Edit contact
Delete (contact or link)
Link contact