Add Existing Contacts

  1. Click the Add Existing button. The Add Existing Contacts pop-up window is displayed with the list of the contacts.

  2. Expand the drop-down arrow of the Contact Type and select the type.

  3. Select the User’s Email ID from the list within the Add Existing Contacts pop-up window and click the Add Contacts button.

  4. The Contact Added notification message is displayed on the top right side of the screen and the added contact will appear on the Contacts page.

  5. Click on the name of the newly created contact the Contact Details page is displayed with the existing information.
  6. Click Edit to edit the information as per the requirement and click Save to save the changes and Cancel to discard the changes.

  7. Click the Edit History icon displayed at the top menu bar on the right side. The Edit History pop-up window is displayed.

    Note: The information here cannot be edited.

  8. Click on the Sites on the left side in the index panel. The Sites page is displayed with the Site associated with that particular user.

  9. Click on the Export Metadata button, and Export Sites window will pop up with 2 options:

    Export option and Select Metadata Fields.

  10. Select the Export option will give 3 sources:
    • Selected records: Choose this option to export metadata only for specific selected sites.
    • All Sites in the current grid: Choose this option to export metadata for all sites currently displayed in the grid.
    • All Sites in the room: Choose this option to export metadata for all sites displayed in the room.

  11. Click Next to proceed to Select Metadata Fields, where the user can choose the metadata fields to include in the export.
  12. The user can use the Sort By dropdown to sort the available metadata fields alphabetically or logically.
  13. Click Export to download the document metadata file in the preferred format. Click Previous to go back or Cancel to discard changes.

  14. The Exporting Sites notification message is displayed on the top right side of the screen with the Get Results button.

  15. Click the Get Results button and the Exported metadata file gets downloaded.