Digital File - Starting Projects

General Information
ContactManager interfaces with WorkflowManager and allows you to start projects for a single contact or multiple contacts.

The benefit of starting a project for your client in ContactManager is that it automatically establishes your client as the Primary contact of the project (the person for whom the work is being performed) and places the project in your client's digital file. This promotes a client-centric and paperless office approach to your daily business activities and reduces time spent looking for a client's paper file.

The screen is divided into two panes and allows you to start a project by using a predefined project template or from scratch.

The Project Template tree control list, the left pane, includes all existing project templates for the departments that comprise your workforce. Select a template on this list to start a best practice workflow project.

The project or template detail area, the right pane, includes the individual screens (tabs) for project or template detail data input or edits.

Steps to Start a Project
To start a project for a contact do the following:

• Click on the ContactManager tab along the bottom of your screen.
• Perform a 'query' and 'search' to display your client(s) on the Contact List.
• Click to select your specific client(s) listed from the search. Use your Ctrl key to select individual contacts or use your Shift key to select a block of contacts.
• Click on the 'Start Project' toolbar icon. A WorkflowManager Start Project screen is automatically displayed.
• Select the project of your choice from the tree control list on the left pane of your screen..
• Click the 'OK' button to start the project(s).
• The project is automatically stored in the Projects folder of the contact's digital file.