Yes, you can associate your contacts with an specific document with ease in FutureVault. For example, in a Lease Agreement you can associate the contact of the tenant, landlord, maintenance contact and neighbor.

 

· To associate a file go to Document Preview, in the Document Summary tab click "Edit" or "Use Form"


· Click the "+Add Contact"



· Search by name and add a Suggested Label or type your own.

· Click "Save".

 

You can see all the contacts associated to a document in the Document Summary tab. Or you can go to the Contact tab and select the contact and see the list of associated files.