Managing Your Contacts

The Contacts tab is a central location to manage your contacts. The information stored for contacts you create is not project-specific, meaning that one contact can be associated with multiple projects. When you add a contact a project team, that contact’s information can be auto-populated into a document created for that project. 

You can sort your list of contacts by clicking the column headers.

 

Creating a contact

To create a contact:

  1. Go to the Contacts tab.
  2. Click Create New Contact.
  3. Enter as much information for the firm and its representative as possible. This information will be automatically populated into your documents.
  4. Click OK.

 

Adding and removing project team members

The project team lets you identify the various members of the project team and their respective categories, e.g., the owner and the architect, from your list of contacts. Once the team has been created, contact information will be automatically entered into the documents that you generate for the project.

 

To add contacts to a project team:

  1. Go to the Projects tab.
  2. Select the desired project from the project list and click Project Team in the Project Details window.
  3. Click Add Team Member.
  4. Select the checkboxes for one or more of your contacts and click OK to add them to the Project Team. Click and drag headings to sort contacts and click on the vertical dots to the right of the header to filter within that header.
  5. If the team member does not currently exist in your contacts, click Create Contact. 

To remove contacts from a project team:

  1. Go to the Projects tab.
  2. Select the desired project from the project list and click Project Team in the Project Details window.
  3. Select the checkboxes for the desired team member(s) and click Remove Team Member.

Note: You can click and drag the headers to group your project team members list. You can also click more options (  ) to the right of the column header to sort and filter further.

 

Editing a contact

To edit a contact:

  1. Go to the Contacts tab.
  2. Locate the desired contact and click the Edit icon to the right of the contact information.
  3. Make any desired changes and click OK.

 

Deleting a contact

To delete a contact:

  1. Go to the Contacts tab.
  2. Locate the desired contact and click the Delete icon to the right of the contact information.
  3. Click OK.

If you delete a contact from the Contacts tab, that contact will not be deleted from any project teams to which it was previously added. To delete a contact from a project with which it is associated, see adding and removing project team members

 

Creating contacts from a document for a new project (Online Editor only)

When using the Online Editor, to create a contact by starting with a new document draft:

  1. Make sure your default editor for new draft agreements is set to Always Online.
  2. Go to the Template Library tab.
  3. Locate and click on the desired  template. The template should open in the Online Editor. 
  4. Enter the project and contact information in the spaces provided in the form or agreement. (For agreements, clicking the chevrons surrounding the data fields opens a Contextual Data Dialog to facilitate data entry.)
  5. Click Save As.
  6. Click New Project in the Save Document As dialog box.
  7. Verify the project name as it appears in the Project Name text box and click Save. The project is created and the contacts are added to your Contacts Library and to the Project Team.
  8. Click OK to return to your document in the editing window.
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