Add contacts to deeds

Contacts may be recorded against deed records for reference purposes. For example, deed owners, mortgagees, or trustees, etc. Use this procedure to add contacts to a deeds record. You do this in the Contacts section of the Deed Details screen. It can be completed as part of adding a deed or it can be accessed at any time to add new contacts or to amend existing details.

To add a contact to a deed:

1. Open the Deed Details screen.
• If not already open, search for the desired client, click the Documents tab and then double-click the deed in question.
2. Click Contacts in the sidebar. The list of existing contacts is displayed. To add a new contact, click the Assign New Contact button in the top right-hand corner.
3. When the Associations for Deed dialog box opens, complete these details:
• Role. Defaults to Client, but can be changed to General, Owner, Mortgagee, or Trustee.
• Search for Contact. Allows you to search for an existing contact or create a new one.
• Search for Service Contact. Allows you to search for an existing service contact or create a new one.
• Search for Client. Allows you to search for an existing client or create a new one.
• Name. Displays the name of the contact once selected.
4. Click Next to continue and complete these details. This information is entirely optional, so if you do not wish to add it you can skip it by clicking Finish at this point.
• Description. Specifies a brief description of the contact, e.g. husband, wife, etc.
• Date from/Date to. Specifies the length of their business relationship.
• Reference. Specifies a reference for use when writing to the contact.
• Letter Heading. Specifies a subject for use when writing to the contact.
• Comment. Specifies any additional comments or notes.
5. Click Finish to add the new contact.

Note If the Service Contact option is not active, the Association Roll currently selected does not have a default Industry selected. To set a default industry, please see Add Association or Edit Association for full details. You will need administration permission to do this.