Adding Mandatory Recipients to a Mail Workflow

You can add mandatory recipients to a mail workflow from the Admin menu.

To add mandatory recipients to a mail workflow:

  1. Click Actions.

  2. In the Admin tab, select Configure mail workflow.

    Configure mail workflow selected in Admin menu from Actions

  3. Click the edit icon of the mandatory recipient group you want to edit.

    Configure mail workflow panel with edit icon on mail items

  4. Select the company name.

  5. Select the recipient(s) and click the arrow icon to add them to the To, Cc or Bcc fields.

    Mandatory recipients panel with arrow icons to add recipients

  6. Click Save.