Adding Standard Package Recipients

Recipients (Companies and Contacts) must already exist in the Address Book before they can be added to a package.

To add recipients to a package:

  1. Open the Standard Package from the Drafts folder.

  1. Click on the Recipients tab.

  2. Click the Add button.

  3. Select the Company, then select the individual contacts to be included.

  4. Repeat for additional companies and contacts.

  5. Click the View Selected link when finished to check the selected companies and contacts.

  6. Click OK and Yes when prompted to add the recipients to the Standard Package.

  • Recipients can be selected based on Contact Groups or Roles.

  • Recipients can be added to a package at any time prior to the package being issued.

  • Use the Advanced search option to search for recipient companies by Trade.

  • To Export a list of the recipients assigned to a Package go to the Recipients tab, then Export and Excel.

  • Package Notifications for Standard Packages include the link Click here to acknowledge receipt of package. When selected the Acknowledgement Received date (if empty) will update against the Notification Transmittal shown in the Recipients tab of the package.