To attach a contact to a point in your tree either:
Drag the contact(s) out of Outlook to a point in the tree to create a copy of it. To expand a collapsed branch hover over it.
Copy the contact(s) in Outlook, select the insertion point in the tree and Paste.
Select the contact(s) in Outlook, open the Tools menu and select the [KW] button.
Select "Add reference to KW". This will create a pointer to the email within Outlook and open the message inside Outlook when you activate it in KW.
Add content to KW. This will export all of the information within the contact to KW. The contact will open in Outlook when it is activated.
A popup may appear in Outlook depending on your security settings stating " A program is trying to access information you have stored in Outlook. Do you want to allow this? If this is unexpected, it may be a virus and you should choose No"
Check the box to allow access for one or more minutes
Click the "Yes" button.
A popup will appear in Outlook indicating that the item(s) are queued in KnowledgeWorkshop and another popup will appear in KnowledgeWorkshop if the import is successful. The contact(s) will appear as a new item(s) within the Unfiled Items folder of your tree (this may take a few minutes) from where you can drag it to an appropriate location.
Double click on the contact to open Outlook and display it.