General - Addressing

Allows you to choose if a Form may be addressed to "A single person" only or addressed to "Multiple people". 

A single person addressed Form can only be actioned to one person at a time.

A "Multiple People" addressed Form can be sent to many users for action.  

By Person - alphabetical order according to User ID or User Name.

By Company - alphabetical order according to the User's Company Name.

Toggle on or off as needed to show or hide the name, company, address, business number, email, and mobile in the form collaborators section of your form. Note: Name is mandatory so cannot be toggled off.

You can choose to show the Addressing Layout at all times.

Open

Or on Demand - this is the default layout.  Click on Show Details for addressing to look like the above. 

This is set to Normal 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 to' set to multiple.  This option sends each recipient in the Action To their own correspondence with a unique reference number.   e.g. 5 users entered into the action 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.  

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.

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).