The Contact-related Documents Category
The Contact-related Documents category – CONTACT – enables Continia Document Capture to manage documents related to your business contacts. By categorizing these documents, you can track and retrieve communication records, ensuring that all interactions with your contacts are well-documented and easily accessible.
Once you register these documents, they become searchable. To see all registered documents related to a specific contact, open the related contact card and go to the History section.
To attach a document to a contact
- Choose the
icon, enter Document Categories, and then choose the related link. - Select the CONTACT code to open the document journal for contact-related documents.
- In the list of documents, select the document you want to attach to a contact.
- If the contact hasn’t been automatically recognized, select the contact on the General FastTab. This also triggers the field recognition, which you can manually run by selecting Home > Recognize Fields if needed.
- Check that all required fields have been captured correctly and if any warnings or error messages are displayed in the Comments section at the bottom. If something is wrong or missing, correct this manually. For example, to capture any unidentified field captions or values manually, see Capturing Header Fields in a Document.
- In the action bar, select Home > Register to register the document.