Adding a CC Recipient in the Unity Client - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution

Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

You can add a CC recipient when configuring a recipient's customer information for a distribution process.

To add a CC recipient in the Unity Client:

  1. From the Customer Information: [customer name] dialog box, in the Cc Information section, click the Cc button. The Recipient Cc dialog box is displayed.
  2. To add a recipient, do one of the following:
    • Select an existing recipient from the Available Cc section and click the Add button.

    • Click the Add New button to add a new recipient.

    The New Recipient Information dialog box is displayed.

  3. Enter the name of the new recipient in the Recipient Name field.
  4. Click Create. The New Recipient Information dialog box is displayed.
  5. Select the appropriate options from the Distribution Options, Distribution Settings, and Customer Information sections. See Configuring a Recipient in the Unity Client for information on these settings.
  6. Click Save. The recipient is added to the Selected Cc section.
  7. Click Exit. The Cc Information field now contains your selected CC recipient.