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Recipients Tab

The Recipients tab appears:

in the Document Properties dialog on form documents when creating or editing a form
In the New Section dialog when defining a section element
In the Edit Section dialog when editing a section element

This tab contains the following fields:

The Name of each recipient – this can contain only letters, numbers and underscores; it cannot contain any special characters

If you enter an invalid character, a yellow triangle is displayed next to the name; hover your cursor over the triangle to view a message that indicates the invalid character

Tip

You can click any recipient in the table to highlight it, then click a letter on your keyboard to quickly jump to the first recipient beginning with that letter.

The Eligibility of each recipient

Select one of the following values from the drop-down list:

One copy, Two copies, or Three copies – the number of copies the recipient will receive

To enter a different number, select the blank option (the first option in the drop-down) and enter the number of copies using numbers only (no letters or special characters).

Eligible – the recipient is eligible to receive the document
Not Eligible – the recipient is not eligible to receive the document and will therefore not receive it

Please note:

In a form, if you leave the Eligibility field value blank for a recipient resource that is in the workspace definition file, then its copy count will be set to Not Eligible in Studio.

The recipients entered on a form's Recipients tab will be displayed in the Recipients tab of all section elements.

During conversion, a section’s Recipients override the Recipients that have been entered in the form. However, if a section’s Recipient is blank, then the form’s Recipient information will be used instead.

A Description of each recipient
For forms only: an option to Replace recipient settings on all Sections – if selected, the Add-In will override the recipient’s settings on all the sections within this form using the settings specified in the form itself; by default, this option is cleared, and will be cleared each time you open this dialog

Creating New Recipients

From the recipients tab, you can click Create button to create new recipients.

Recipients Tab

Creating New Recipients

See Also