Adding an Attachment to a Contact

The following procedure show you how to add an attachment to a contact.

To add an attachment to a contact

1. Navigate to the Contacts screen, then the Contacts List.

2. In the Contacts list, select a contact and drill down on the Last Name.

3. Click the Document Tracking tab.

4. In the Document Tracking list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Activity	Must be Document.
   Assigned To	The person to whom responsibility for the document has been assigned.
   Expected Date	The date that the signed document is expected to be received from the contact.
   Expiration Date	The date the document expires.
   Name	The document name. This is a hyperlink to the Attachments view.
   Lock Assignment	Determine whether the Assigned To field should be locked. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it.

5. Select the record you just created and click the Attachments tab.

6. Create a new record and add the document as an attachment.