Adding Recipients to a Standard Package

Summary: Add existing contacts as package recipients.

Considerations: These steps start after you have created a package. See Creating a Standard Package for procedures. You can add both existing contacts and new contacts to the same package. For procedures, see Adding Recipients to a Standard Package.

1. Open the package.

2. Click the Recipients tab.

   
   

3. Click the Add recipients icon.

4. Select the company of the contact.

5. Select the contact and click the arrow.
   

   • 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.

6. Click Save. The contact is added to the recipients list.

What's next: Enter information on the Package security tab. When you are done entering all information, the Save button is enabled, and you can save the package.

Summary: When a recipient does not exist in the Address book, you can create the contact and add them as a recipient at the same time.

Considerations: These steps start after you have created a package. See Creating a Standard Package for procedures. You can add both new contacts and existing contacts to the same package. For procedures, see Add recipients from the Address book to a single standard package.

1. Open the package.

2. Click the Recipients tab.

3. Click the Create new contact icon. The Create new contact dialog box opens.

   

4. Enter the contact information, and then click Create.

   

   The recipient is added to the package and to the Address book.

What's next: Enter information on the Package security tab. When you are done entering all information, the Save button is enabled, and you can save the package.

Add recipients to multiple standard packages

Summary: Add existing contacts as recipients to multiple projects.

Considerations: Packages must already be added in draft form.

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.