While viewing a document and/or editing your Document Summary form, you are able to add a contact to your contacts list from your Document Summary tab, that may be relevant to the document.


Step 1. In the Document Summary tab click “Use Form” or “Edit”.



Step 2. Click on “+ Add a Contact”, then click the dropdown box followed by “+ Create New”.



Step 3. Add the contact details to the pop-up form and click “Save”.