Adding Company Information - Adding Company Information - OnBase - Electronic Plan Review - OnBase/Electronic-Plan-Review/Foundation-23.1/Electronic-Plan-Review/Usage-Submitter/Adding-People-to-Your-Contacts-List/Adding-Company-Information - Foundation 23.1 - Foundation 23.1

Electronic Plan Review
Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2026-05-06T23:03:08.111616
ft:locale
en-US

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.
    The contact tab with a table and the following columns: Company, Name, Addresses, Contact Information
  2. Click the Contacts tab.
  3. Click Add Contact.
    The New Contact window is displayed.
    The New Contact dialog box with different fields to type information in
  4. Click the Add button to the right of the Company drop-down list.
    The Company window is displayed.
    The Company dialog box with different fields to type information in
  5. Enter the following information for your new company:

    Option

    Description

    Name

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

    Street Number

    The company's street number.

    Street Name

    The company's street name.

    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.