Directory

Manage the people and companies you work with (clients, consultants, subcontractors) in one place. Use them as recipients on transmittals, RFIs, submittals, and external shares.

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. It has two tabs: Contacts and Companies.

Contacts

Open Directory > Contacts to see everyone you've added.

Adding a contact

1. Go to 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 to see the firms you work with: clients, GCs, subs, consultants, and so on.

Adding a company

1. Go to 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 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).