Editing a Recipient - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

1. In the Distribution Recipients dialog box, click Edit Recipient. The Edit Recipient form is displayed. This form is configurable, so the version shown for you may have additional or missing fields, depending on configuration.
2. Select at least one distribution option by clicking the desired checkbox under Distribution Options (Choose at least one).
   1. If Email Distribution is selected, pick a format for the email from the drop down menu that appears.
3. If Fax Distribution or Email Distribution were selected, pick a cover sheet from the drop down menu under Fax and/or Email Cover Sheet.
   1. Enable the Show Password option to display the password for the cover letter.
   2. Select a dsitribution site from the Distribution Site drop down menu.
4. Enter the required customer identification keywords under Customer ID Keywords (All Required).
5. Edit any customer information under Customer Information for Distribution as needed.
6. To CC any other recipients, click the CC button. The Recipient Cc dialog box is displayed. For more information, see CCing Recipients.
7. Once all information has been edited as needed, click Save to save the edits. The Edit Recipient dialog box is closed.