The Requester Information, Shipping Address, and Billing Address sections of the request form allow you to enter information about the person or group requesting information. The fields located in these sections can be populated either manually or by searching for and retrieving existing requester information.
The requester lookup functionality allows you to quickly populate fields in the Requester Information, Shipping Address, and Billing Address sections of a request form. It is recommended you look up requesters when possible, not only to save time, but also to be consistent when entering requester information.
To add existing requester information to a request:
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From the request form, click the Requester Lookup button.
The Requester Lookup dialog box is displayed. Available requesters are displayed in the Requesters list.
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Do one of the following:
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Select the requester you want to add to the request. Click the Assign button from the Release of Information tab.
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Select the requester you want to add to the request. Right-click and select Assign.
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Double-click the requester you want to add to the request.
The Requester Lookup dialog box is closed, and the requester information is added to the Requester Information, Shipping Address, and Billing Address sections of the request form.
Note:Depending on the selected requester, some or all Requester Information fields of the request form are populated.
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