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:
-
From the Customer Information: [customer name] dialog box, in the Cc Information section, click the Cc button. The Recipient Cc dialog box is displayed.
-
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.
-
- Enter the name of the new recipient in the Recipient Name field.
-
Click Create. The New Recipient Information dialog box is displayed.
- 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.
- Click Save. The recipient is added to the Selected Cc section.
- Click Exit. The Cc Information field now contains your selected CC recipient.