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Add a New Contact

1

Navigate to Contact Management

BD CM Nav
2

Select Create New Contact

BD CM Add
3

Fill in the required information

BD CM Add C
Select Create to complete or Cancel to exit without saving changes. 
The system checks for duplicate contacts using the email address. If a matching contact already exists, an alert will appear and a new contact will not be created.
1

Select a contact

BD CM Select
2

Navigate to Document

BD CM D Nav
3

Select Add

BD CM D Add
4

Select a document type

BD CM D Type
5

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

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Modify a Contact

1

Select an action

BD CM Mod
2

Confirm the action

  • Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes.