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Contacts

Creating contacts

A Contact contains information, such as name and address, about an individual or organisation, much like an email contacts list or address book. The information captured in a Contact is determined by the auto-provisioned Contact template which can be amended.
Contacts may be created individually in Contacts, from the questionnaire or imported from an email platform, for example a Gmail or Outlook Contacts list/address book.

How to create contacts

Contacts can be created through either of the following methods:

From the contacts list

Contacts can be created from the Contacts page in Contract Express and immediately added to your main list of Contacts. To create a Contact:
  1. Navigate to the Contacts page and click New
    + New contact
    .
    Contacts tab.
  2. Select the Contact type and enter the Contact information, making sure any mandatory fields, marked with an *, are filled in and click
    Save & Close
    .
    The new Contact will be added to the list of Contacts.

From a document

To create a Contact from a document:
  1. Create a new Document (see Creating documents) or open an existing Document that has a template that supports contacts.
  2. A
    Set <contact type>
     button will be displayed which indicates where a Contact may be inserted, click one of these to insert a contact.
    Adding contract from a document.
    This Document supports contacts in two places, for the Seller’s solicitor and the Buyer’s solicitor; clicking
    Set Contact
     adds a contact for the Seller’s solicitor and the Buyer’s solicitor respectively.
  3. To create a new Contact, select
    New Contact
     in the Contacts selector, choose a Contact type and click
    Select
    . By default, this new contact will be saved to your list of contacts; to prevent this and create a local contact (to be used within this Document only) uncheck the
    Save to Contacts
     checkbox before clicking
    Select
    .
    Creating new contact.
  4. Enter the contact information, making sure any mandatory fields, marked with an *, are filled in. If appropriate, uncheck
    Save to contacts
     to prevent it from being added to your list of contacts. Continue editing the document and click
    Save and Continue
     when finished to save the document and all its contacts.

This article applies to:

  • Product: Contract Express