Recipients can be added for any distribution process from the Administration layout. To add a new recipient:
- Under Select Administration Action, click Add Recipient. The Add Recipient dialog box is displayed.
- Enter the name for the recipient in the Recipient Name field.
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Select at least one distribution option by clicking the desired checkbox under
Distribution Options (Choose at least one).
- If Email Distribution is selected, pick a format for the email from the drop down menu that appears.
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If Fax Distribution or Email Distribution were selected, pick a cover sheet
from the drop down menu under Fax and/or Email Cover Sheet.
- Enable the Show Password option to display the password for the cover letter.
- Select a dsitribution site from the Distribution Site drop down menu.
- Enter the required customer identification keywords under Customer ID Keywords (All Required).
- Edit any customer information under Customer Information for Distribution as needed.
- To CC any other recipients, click the CC button. The Recipient Cc dialog box is displayed. For more information, see CCing Recipients.
- Once all information has been edited as needed, click Save to save the edits. The Edit Recipient dialog box is closed.