In the search tab type address, and the addressees menu will appear.
Creating a new Addressee
- Select the NEW button to create a new addressee. The following window is displayed.
- Enter the free text Name in the dialogue box (max. 100 characters).
- Enter EMail, Phone, and other contact information if necessary.
- Once the parameters are defined select the SAVE button and the information is committed to the database and the new entry will appear in the existing list of items.
- To discard a new item prior to saving, select the CANCEL button and the information will be removed and the window closed.
Editing an existing Addressee
Once an addressee is added to the list it can be amended using the following procedure:
- Indicate the addressee (s) to be amended by selecting the checkbox to the left of the addressee’s name and selecting the EDIT button.
- The addressee details will appear in a new window and can be edited as required.
- If more than one addressee is selected, then each item will appear in a separate window and can be edited in turn.
- Once the required amendments have been made select the SAVE button to commit the changes to the database.
Copying an existing Addressee
An addressee can be copied to create a new addressee using the following procedure:
- Indicate the addressee that is to be copied by selecting the checkbox to the left of the document name and selecting the COPY button.
- The edit dialogue window is displayed, and the new parameters can be entered.
- Once the parameters have been defined select the SAVE button to commit the changes to the database type.
- The changes can be discarded by selecting the CANCEL button and the parameters will not be committed to the database type.
Deleting an existing Addressee
Addressees that are no longer required can be deleted using the following procedure:
- Indicate the addressee that is to be copied by selecting the checkbox to the left of the addressee name and selecting the DELETE button.
- The addressee is removed from the database type and is no longer visible in the list of available addressees.
