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General > Addressing
Image RemovedImage AddedAction To | Specify how the Form will be addressed by default. | TO (Action By) Allows you to choose if a Form must may be addressed to "A single person" only or may be addressed to "Multiple people". A single person addressed Form can only be actioned to one person at a time. A "Multiple People" addresses the same Form to various people who will be able to see the other names in the address listaddressed Form can be sent to many users for action. | |||
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Sort Order of Addressees | Specify the order in which Addressees | are listed.By Person - alphabetical order according to User ID or User Name. By Company - alphabetical order according to the User's Company Name. | |||
Addressing Layout Option | Specify what information you want to show or hide in the address headerToggle on or off as needed to show or hide the addressee's name, company, address, etc in the Form header. , business number, email, and mobile in the form collaborators section of your form. Note: Name is mandatory so cannot be toggled off. | ||||
Show Addressing Layout | Specify if you want the Addressing Layout to Show All the Time or on Demand. | You can choose to show the Addressing Layout at all times. Image RemovedImage AddedOr on Demand - this is the default layout. Click on Show Details for addressing to look like the above. | |||
Addressing Type Default | Specify how you want your addressing type. | Addressing Type Default This is set to Normal , however you can change this here or individually on each form creation. by default. Normal - fully collaborative. If you change this to multiple here then all created forms of this type will: Multiple - to use this you must have the 'action byto' set to multiple. This option sends each recipient in the Action By To their own correspondence with a unique reference number. eg e.g. 5 users entered into the action by to addressing, 5 forms (one to each user) will be sent with the for Info users receiving 5 forms. Anyone in the Info addressing will receive a notification for each form sent. They cannot see or collaborate on others correspondence unless they belong to the same company. If from different companies they will be unable to see the others correspondence. | Allow Private Addressing | Specify if you want users to be able to send private forms. | Tick Alternatively, when creating this form type you can change the Addressing Type in the Address Book. Click on the Action button and then choose your Addressing Type. Note: the configuration still requires Action To addressing to allow multiple. Image Added |
Allow Private Addressing | Toggle on if you want users of this form to be able to use private addressing (keep the collaboration between themselves and those addressed on the form). |
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