The People Editor is the primary workspace used to view, configure, and manage individual contact records within the system.
This editor centralizes all information associated with a person, allowing users to review contact details, manage related documents, access associated projects, and maintain communication records.
The People Editor functions as the operational control center for contact management, where contact information is maintained and updated as organizational relationships evolve.
access the contact editor
To access the People Editor, follow these steps:
- In the Cases/Intake workspace, click Contacts.
- Click the PEOPLE tab.
- In the First Name column, click the contact.
The People Editor opens automatically.
contact editor dashboard
The People Editor dashboard provides the main operational interface for reviewing and managing contact information. It contains the following primary components:
- Contextual menu
- Contact information panel
- Section display
contextual menu
The Contextual Menu provides the navigational structure for the contact record. It lists the available sections where users can access and manage different areas of the contact.
By default, the menu includes the following sections:
| Section | Description |
| Details | Displays the core contact information and configuration details. |
| Documents | Contains all documents associated with the contact. |
| Projects | Displays projects associated with the contact. |
| Communication | Displays communication records and related interaction history. |
In addition to these default sections, firms may configure additional sections based on their operational needs. These custom sections extend the functionality of the contact and allow organizations to adapt the workspace to their internal workflows.
contact information panel
The Contact Information panel is located at the top of the editor and provides quick access to the primary identification details of the contact. This area typically displays:
- Contact name.
- Primary email address.
- Tags assigned to the contact.
- Communicate with the contact via email, phone call and SMS.
section display
The Section Display area is the primary workspace where the selected section from the Contextual Menu is rendered.
This area dynamically displays the tools, forms, data structures, and configuration elements associated with the selected section. From here, users can review information, update records, upload documents, and manage operational activities related to the contact.
Each section loads its specific interface within this display area, enabling users to interact with the contact’s data without leaving the editor.