Adding contacts to the contact list

Specifying the contacts to whom the current package is to be sent

Important!
Selecting contacts requires the contact list, which is provided by Allplan Exchange Web.
Users that cannot access the Allplan Exchange Web web platform cannot add contacts. In this case, the data can only be saved in the folder specified for the Local file storage.

To add a contact to the contact list for the current package

• Your computer is connected to the Internet.
• You have logged in to Allplan Exchange using the Allplan workstation.
• Allplan Exchange dialog box (How) is open.
  

  Activate the Allplan Exchange dialog box in one of the following ways

  • The Layout module is open.

  • Menu bar: Create Layout Allplan Exchange Layout Distribution

  • Toolbar: Basic Tools Layout flyout Allplan Exchange Layout Distribution
  • Palette: Tools Basic family Create area Allplan Exchange Layout Distribution

1. Click Add contact on the upper toolbar of the Allplan Exchange dialog box.

   The Contacts dialog box opens.

   Important!
   The Add contact icon is only available when you have logged in to Allplan Exchange from your Allplan workstation (it is not enough to log in to the Allplan Exchange Web web platform directly). If you have not already done so, click Log in or Info to get more information.

2. Only if the contact list does not include the contact you require:
   Click Add and edit contacts using Allplan Exchange Web and assign the required contact(s) to the current project in the corresponding area of the Allplan Exchange Web web platform.

   Then switch back to the Contacts dialog box and click Update contacts at top right.

3. If necessary, sort the contact list using the options provided in the column on the left.
4. Select the check box(es) of the contact(s) you want to add.

   Note: If you cannot select a contact (= displayed in gray), the contact in question has not yet registered at Allplan Exchange. Ask this contact to register.

5. Click Add.