You can attach the relevant contacts to any file – for example the client, the opposing party or the authorities involved. That way every point of contact is right there on the file.

1. Open the file and switch to the “Contacts” tab

Open a file with a click and, in the detail view at the top, switch to the Contacts tab. There, click “assign contacts” in the top right.

A file’s “Contacts” tab with the “assign contacts” button highlighted

2. Select contacts and save

The “assign contacts” window opens. Use the “Search through contacts” field to find an existing contact and select it. If the contact doesn’t exist yet, create it directly via “New Contact” in the top right. Click “Save” to assign your selection to the file.

The assignment window with contact search, “New Contact” and Save and Cancel

The assigned contacts then appear on the “Contacts” tab under “Assigned contacts”. Using the checkbox you can select individual contacts and remove them again.