Setting Recipient Properties

Recipient Properties are specified when creating personal distributions. You can set recipient properties when adding a destination to a message.

Choose any of the following recipient properties.

• Destination

• Confirmation

• Advanced

Destination properties

To set Destination properties

1. Go to Create Distribution and select the Plus icon (+) on the Destination box.

2. Select a Destination type; for example, Email. The Recipient Properties dialog box appears.

3. Use the Destination tab to specify the following properties as needed.

   • Address Type – Select To, CC, or BCC.

   • Email – Type the recipient's email address.

   • Name - Type the recipient's name.

   • Company - Type the recipient's company name.

   • Business Phone - Type the recipient's business phone number.

   • Options - Specify the filename and delivery format.

     • Filename – Type the name of a specific file to attach to your transmission.

     • Deliver as – Select the final delivery format type; for example, PDF.

   • Fax - Type a name, company, business phone, and destination fax number.

   • Cover Sheet – Choose whether to send a cover sheet and select from a list of styles.

   • Access Code – Type an access code (such as “9” to reach an outside line for faxing), request a preview of your transmission before sending, specify that a fax is sent only to a secure fax destination, or hold for Preview before sending.

   • Printer – Type the IP address of a printer destination.

   • Copies – Type the number of copies to print.

   • Folders – Select a local or cloud-based folder set up by an Administrator.

4. Click OK.

See the Recipient Properties > Destination dialog box example below.

Confirmation properties

To set Confirmation properties

Use the Confirmation tab to specify the following properties as needed.

• When the job fails only

• When the job fails or succeeds

• Notify me only and/or specify additional email addresses

• Include a copy of the sent document

• Save as default confirmation

See the Recipient Properties > Confirmation dialog box example below.

Advanced properties

To set Advanced properties

1. Use the Advanced tab to specify the following properties as needed.

   • Stamp – Apply a document stamp to each page of the delivered file. This only applies to PDF output files.

   • Priority – Select Normal, Low, or High to determine the priority of the sent message.

   • Do not deliver before – Enter a date for message delivery.

   • Encrypt – Set a password to be applied to the final delivered document. This only applies to PDF output files.

   • Bookmark individual documents using – Enter an electronic bookmark.

   • Confirmations – Select either Fails or Fails or Succeeds.

2. Click OK.

See the Recipient Properties > Advanced dialog box example below.

See also

Sending Messages

Setting Message Options

Setting User Preferences