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You can view and edit the people and organizations that are associated with documents using the People and Organizations page.
Note: If the Enable Domain Extraction case option is on, you can also view email domains and the email addresses of the people associated with each domain.
For information about how to grant group leaders access to this page, see Grant administrative access. To access certain features, such as Update documents, you must set the group security for People\Organizations to write on the Security > Objects > Document Fields page. For more information, see Work with security for objects.
Use the following procedure to view the People and Organizations page.
1.On the Case Home page, under Case Setup, click People and Organizations.
A document count appears in the To, From, CC, and BCC columns.
Tip: You can click a link to view the documents on the Documents page.
2.To view organizations, in the View by list, select Organizations.
Generally, Ringtail automatically extracts the names of people and organizations from documents as part of the document import process. You can edit the names and descriptions of people and organizations records.
For information about how to add people or organization names and relationships, see Add people or organization names and relationships. You cannot delete people names, organization names, or relationships.
Editing a record will cause Ringtail to update the properties of the documents associated with the record.
Use the following procedure to update a people or organizations record.
1.On the Case Home page, under Case Setup, click People and Organizations.
2.Click the Name of a person or organization.
3.On the Properties page, edit the Name and Description.
3.Click Save.
4.On the People and Organizations page, click the Update documents button in the row for a person or organization to update the properties of the documents associated with the person or organization.
You can download a spreadsheet (.csv file) of the people and organization data in a case.
Use the following procedure to download a report of the people and organization data.
1.On the Case Home page, under Case Setup, click People and Organizations.
2.Optionally, filter the list to display the people or organizations that you want to include in the report.
3.Click Download, and then click OK.
