Use this dialog box to record details about a new contact. The first entry should be the key contact specified in the document window.

Spelling

Click to spell check the information.

If a mistake is found, the Spelling dialog box opens.

Contacts:

Initials

The initials of the contact.

User Account

A valid user account to link to the contact.

This is necessary in order to use a contact in the document approval and document owner processes. One user account can have multiple contacts linked to it.

Title

The name of the item.

First Name

The contact's first name.

Middle Name

The contact's middle name.

Last Name

The contact's last name.

Suffix

Enter the suffix for the contact name (for example: Jr., Sr., Esq.).

Full Name

The contact's full name.

The name must be unique.

Gender

The contact's gender.

Job Title

Enter the contact's role or position in the company.

Employee ID

Enter the contact's tax identification number, if applicable.

Salutation

Enter the salutation that will appear on correspondence sent to this contact.

Key Contact for this Company

Select if you want this contact to be the key contact for the company.

Inactive

Select to inactivate (disable) this contact without deleting it.

When a contact is made inactive, it does not appear in dialog boxes and drop-down menus that contain lists of contacts. The contact remains in the database, but does not appear in the lists. To activate the contact so that it appears in lists of Contract Management contacts, clear the Inactive option.

Notes:

• The key contact for an active company cannot be made inactive. You can, however, inactivate other contacts for an active company.
• If an approver is made inactive, any documents remain approved.

Address:

Location

Describe the address location, such as OFFICE, HOME, or SITE.

Line 1, Line 2, Line 3

The details of the contact's street address.

City/State/Country/Postal Code/Country Code

Enter the appropriate address information in each field.

Phone Numbers:

Enter the appropriate telephone number information in each field.

E-mail Information:

Address

Enter this contact's email or Internet address, as appropriate. The email address is required for the contact to use Contract Management's email functions.

Drawings:

Paper Size

Select the drawing size the contact prefers.

Copies

Enter the number of copies the contact should receive for each drawing.

Issues:

Link

Click this to open the Select Issue Dialog Box to link an issue to this item.

Issue Title and Name

The names and titles of issues linked to this item. Click to open the Issue Document Window.

Attachments:

Attach File

Click this to open the Attach File Dialog Box to add an attachment to this invoice.

Attach from Repository

Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.

Attach URL

Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.

Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

Attachment

The name of the attachment associated with this item. Click to open the attachment.

Subject

A brief description of the item.

Location

The location to which the file is uploaded.

Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.

Path

The full path to the file.

File Size

The size of the attached file.

Date Attached

The date the file or link was attached.

Attached By

The user who attached the file or link.

How to access this dialog box:

1. Expand the Project Information folder in the Project View and click Companies.
2. Click a company name from the list of companies on the log window.
3. In a Company Document Window:
   • Click Add Contact .
   • Click the Add on the Contacts tab.
   • Choose Add Contact from the Select an action drop-down menu.

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