Contacts

Add other people from your network to your folders, see additional contact reference information or view a summary of content shared.

Creating a Contact

To add a person to a folder, first select for them to be an Editor or a Reader. An Editor can view, create, edit and delete application items, while a Reader can only view items, send emails and add comments.

  • Add Users: Click Select All or one at a time in check boxes by each name.

  • Apply to Subfolders: Add the same permissions to any subfolders.

Key Features

Options available once you select a contact.

  • Edit: Change the permissions to be an Editor or Reader.

  • Move: Select to move the contact from one folder to another.

  • Email: Send an email note to a specific person.

  • Slideshow: Easily view contact information in slideshow mode.

  • Delete: Removing the contact from your folder.

  • Contact Information: View location, occupation, email and phone.

  • Shared Content: See the content shared between you and another user.

Filter Options

Change the contacts you’re viewing by selecting a filter.

  • All: The default view, showing all the contacts for that folder.

  • Editors: The editors available, to create and edit content.

  • Readers: The readers the folder, can view and add comments.

Sorting Options

Click on any of the column headers to sort ascending or descending.

  • Contact: The display name the user created for themselves.

  • Location: Sort by the location of different people.

  • Occupation: Helpful for seeing by different types of roles or functions.

Frequently Asked Questions

See the FAQs for more information about using the Contacts application.