General - Addressing

Specify how the Form will be addressed by default.

TO (Action By) 

Allows you to choose if a Form must 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.

"Multiple People" addresses the same Form to various people who will be able to see the other names in the address list. 

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.

Specify what information you want to show or hide in the address header

Toggle on or off as needed to show or hide the addressee's company, address, etc in the Form header.  Note: Name is mandatory so cannot be toggled off.

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.

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

Specify how you want your addressing type.

Addressing Type Default is set to Normal, however you can change this here or individually on each form creation.  

Normal - fully collaborative.

Multiple - to use this you must have the 'action by' set to multiple.  This option sends each recipient in the Action By their own correspondence with a unique reference number.   eg 5 users entered into the action by 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.  

Specify if you want users to be able to send private forms.

Tick 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).