Adding Recipients to a Standard Package

Before you can add recipients to a package, they must already be in the Address book. Add recipients to packages from the Drafts folder of the Packages module. You can add recipients to a single package or to multiple packages in bulk.

Add recipients to a single standard 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.

  • Recipients can be selected based roles.

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

  • To export a list of the recipients assigned to a package, click the export icon and select Excel.

  • Package notifications will include the link Click here to acknowledge receipt of package. When this is selected, the Acknowledgement Received field will update to the date the recipient clicked the link.

Add recipients to multiple standard packages

  1. On the Drafts 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 show.

  4. Select one or more users or contact groups 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.