Adding Company Information - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

Each contact you create must be assigned to a company.

To add a new company to your Company list:

  1. Click the Settings tab. The Settings window is displayed.
  2. Click the Contacts tab.
  3. Click Add Contact. The New Contact window is displayed.
  4. Click the Add button to the right of the Company drop-down list. The Company window is displayed.
  5. Enter the following information for your new company:

    Option

    Description

    Name

    The name of the company. This is a required field.

    Address

    The company's address.

    Address 2

    The second line of a company's address.

    City

    The company's city.

    State / Province / Region

    The company's state, province, or region.

    Postal Code

    The company's ZIP or Postal Code.

    Business Phone

    The company's phone number.

  6. Click Add. Your new company is added to your Company list.