Adding Additional Recipients

While the package is active, it may be necessary to add recipients. Add recipients from the Sent Items folder of the Packages module. You can add recipients to a single issued package or in bulk to multiple packages.

Add a recipient to a single issued package

1. Open the package.

2. Click the Recipients tab.
   

3. Click the plus icon.

4. Select the company of the contact.

5. Select the contact and click the arrow icon.
   

6. Click Save.

7. Click Yes.
   

Add recipients to multiple packages

1. On the Sent items register, select multiple packages.

2. Go to Actions > Admin, and then select Add recipients. The Select recipients dialog box opens.

3. Select the list to display.

   

4. Select one or more users, contact groups, or roles in the Available users panel, and then click the arrow to move them to the Selected users panel.
5. Click Save. The package recipients dialog box opens.
6. Indicate whether to send the notification with today's date or to send the notification with the original release or addendum date.
7. Click Yes.