Contacts
Contacts allow to assign contacts to documents, folders and mails. There are two available options, manage contacts in tool menu and assign contacts using Contact tab on documents, folder or mail tab view.
Contents
Retrictions
- You need write grants to adding a contact to some document / folder / mail.
- You need delete grants to removing a contact to some document / folder / mail.
Description of different icon options
-
→ Manage contacts -
→ Add contact -
→ Edit contact -
→ Delete contact
Manage contacts
Go to tools menu, and select the option manage contacts.
It'll be open a popup.
Making double click on contact or clicking on edit icon contact can be edited.
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 ).
Or 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.
