> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/guides/directory.md).
# Directory
The Directory is your organization's shared address book of external **Contacts** (people) and **Companies**. Add someone once, then reuse them as a recipient anywhere in Cogram, without re-typing their name and email.
The Directory lives at [Directory](https://app.cogram.com/dashboard/directory). It has two tabs: **Contacts** and **Companies**.
## Contacts
Open [Directory > Contacts](https://app.cogram.com/dashboard/directory/contacts) to see everyone you've added.
### Adding a contact
1. Go to [Directory > Contacts](https://app.cogram.com/dashboard/directory/contacts) and click **New contact**.
2. Enter at minimum a **primary email address**. Add first name, last name, title, phone, and address as available.
3. Optionally pick a **Company**: this links the contact to a Company record so you can see all that company's people in one view.
4. Click **Save**.
The New contact dialog
Each email address can appear at most once in your organization's Directory.
### Searching and filtering
Use the search box at the top of the Contacts list to find a contact by name, email, or company.
Toggle **Show archived** to include archived contacts in the results.
### Editing a contact
Click any contact row to open the contact detail page. From there you can:
* Update name, email, title, phone, address.
* Reassign or clear the Company.
* See linked projects and recent shares.
### Archiving
Archive a contact you no longer collaborate with by clicking the archive icon on the contact row, or from the contact detail page.
Archived contacts:
* Disappear from the default Contacts list and the recipient picker.
* Are still visible when **Show archived** is toggled on.
Archived contacts stay viewable with **Show archived** on. Restoring an archived contact from the UI isn't available in this release.
## Companies
Open [Directory > Companies](https://app.cogram.com/dashboard/directory/companies) to see the firms you work with: clients, GCs, subs, consultants, and so on.
### Adding a company
1. Go to [Directory > Companies](https://app.cogram.com/dashboard/directory/companies) and click **New company**.
2. Enter the **Name**.
3. Optionally fill in:
* **Aliases**: alternative names you'll use to find this company.
* **Email domains**: the domains the company's employees use (e.g., `acme.com`).
* **Types**: multi-select from Client, GC, Subcontractor, Consultant, Owner, and so on.
* **Trades** and **Disciplines**: multi-select.
* Website, phone, address.
4. Click **Save**.
The New company dialog
### Linking contacts to companies
Open any contact and set its **Company** field. The contact will then appear under the company's detail page.
### Archiving
Archive a company from the company list (archive icon) or from the company detail page. Linked contacts remain in the Directory; their Company field stays set but the company won't appear in new searches.
## Recipient picker
Anywhere in Cogram that needs an external recipient (sharing a meeting, composing a transmittal, RFI, or submittal) uses the same picker.
* Start typing a name or email. The picker searches your Directory.
* Pick from suggestions. Selected recipients appear as chips. Click the **x** on a chip to remove.
* If you type a new email that doesn't match any contact, the picker offers **Add as new contact**: pick that to create the contact inline. The new contact lands in your Directory immediately.
## Where contacts are used
* **Transmittals**: `Recipient` field uses the picker. The recipient name and company are read from the contact, not re-typed per transmittal.
* **RFIs and submittals**: same picker on the recipient field.
## Troubleshooting
**Symptom**: "This email is already in your Directory." **Likely cause**: Each email is unique per organization. Someone already added that contact. **Fix**: Search for the email in [Contacts](https://app.cogram.com/dashboard/directory/contacts) and edit the existing record instead of creating a new one.
**Symptom**: A contact I just archived still appears in the recipient picker. **Likely cause**: A cached copy of the picker was open when you archived. **Fix**: Close and reopen the picker, or refresh the page.
**Symptom**: I can't find a contact I added last week. **Likely cause**: Either the Show archived filter is off, or the contact was added under a different organization. **Fix**: Toggle **Show archived** on. If still missing, check that you're signed in to the correct organization (open the avatar menu at the bottom of the left sidebar).
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