Addressees Tab

The Addressees tab appears when creating or updating a document. It lists the addressees (recipients) associated with a document.

Using the Toolbar

From the Addressees toolbar, you can:

• create a new Addressee by clicking
• add addressees to the document by clicking
• remove an Addressee from the document by selecting it, then clicking
• save your changes by clicking Save
• submit the document by clicking
• perform a query by example by clicking
• detach the Addressee table by clicking

Addressees Columns

The Addressees tab includes the following columns:

• the addressee's Name
• the addressee's Type - Primary: the main recipient of the document or CC: a secondary ("carbon copy") recipient of the document
• the addressee's Role
• the addressee's Distribution type

Using the View Menu

You can use the View menu to:

• display and hide columns
• reorder columns
• detach the Attachments table
• perform a query by example

Addressee Properties

The bottom portion of the Addressees tab displays the Properties of the selected Addressee.