Add Attendees Dialog Box


Use this dialog box to add attendees to a meeting.

Spelling

Click to spell check the information.

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

Select

Use to select meeting attendees one at a time.

Attendee:

Attendee

The name of the person attending the meeting. You can enter the attendee name manually or select an attendee from a list by clicking Select.

Company

The company name associated with the attendee. You can enter the company name manually or select a company by clicking Select.

Attended

Select this option to indicate that this contact was at the meeting.

Order Code

Use this field to set the sort order of the attendees rows on the Attendees tab of the Meeting Minutes document window.

Issues tab:

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 tab:

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.

Save and Close

Click to save your changes and close this window.

Save and Add Another

Use to save your changes and add an attendee.

Cancel

Click to cancel without saving any changes.

Select

Use this to display the Select Contacts Dialog Box to select the meeting attendees.

Company Name

This is a read-only field that displays the name of the meeting attendee's company

Attendee

The name of the person attending the meeting

Remove

Click to remove a contact from the meeting.

How to access this dialog box:

  1. Expand the Communication folder in the Project View and click Meeting Minutes.
  2. From the Meeting Minutes Log Window, either choose a Meeting Minutes document, or click Add Document to add a new Meeting Minutes document.
  3. From a Meeting Minutes Document Window, click the Attendees tab, and then click Add.


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Last Published Wednesday, June 17, 2015