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Setup an Extended Recipient for a Customer or Vendor

With the Document Dispatch Extended Recipient setup you can configure endless recipient data for the Document Dispatch sending. The Extended Recipient setup can be located on the Customer or Vendor page in the Simova standard. In case of a specific industry solution other master data pages might be extended aswell.

In the Extended Recipient Setup you can add multiple lines with recipient data like email addresses, routing ids and etc. per Dispatch Profile.

  1. Start in the Customer, Vendor or industry specific masterdata list.
  2. Select a Customer or Vendor to open the Card Page.
  3. Scroll down to the "Extended Recipient Setup" tab and expand it when collapsed.
  4. Select the Dispatch Profile for which you want to configure an extended recipient.
  5. Select which type of recipient you want to configure.
    1. Manual Email Address: Write a manual email address into the value field. The email field will be validated to ensure the format is correct. You can also enter multiple email addresses, separated by a semicolon (“;”).
    2. Contact Email Address: Selcect a email address from on of the contacts of the company contact after the selection it will be written in the value field.
    3. Routing ID: Write a routing id into the value field. This value can late be used by XSD
  6. The Recipent Type specifies for which field the value should be used.
    1. To Address:
    2. Cc Address:
    3. Bcc Addres:
  7. The Contact No. can only be selected if Contact Email Address was selected as type. This field opens the contact to the related company contact.
  8. The value describes the recipient data which is used for Document Dispatch recipents.

Info

Depending on the settings made by the administrator, the To, Cc, Bcc address lines are merged together on sending or sent as individual emails . In the section "See also" you can see the post for the configuration of the extended recipient setup.

Quick Add Wizard for Extended Recipient Setup

The Quick Add Wizard provides an efficient way to configure multiple Dispatch Profiles simultaneously within the Extended Recipient Setup. By using this feature, users can quickly add several Dispatch Profiles with predefined recipient settings, streamlining the process and saving time. This feature significantly reduces the time required to add multiple Dispatch Profiles one by one, ensuring a more efficient workflow.

How to Use the Quick Add Wizard

  1. Navigate to the Customer, Vendor, or industry-specific master data list.
  2. Select a Customer or Vendor to open the Card Page.
  3. Scroll down to the "Extended Recipient Setup" tab and expand it if collapsed.
  4. Click on the Quick Add Wizard action to open the wizard interface.
  5. In the wizard, a list of all available Dispatch Profiles will be displayed.
  6. Use the Ctrl + Click method to select multiple Dispatch Profiles. This allows you to select more than one profile at a time.
  7. Once you've selected multiple Dispatch Profiles, you can fill in the fields below (Type, Recipient Type, Contact No., and Value). These values will be applied to all the selected Dispatch Profiles, so they will have the same recipient data in the Extended Recipient Setup.

Automatic Type Correction

For example, if you select a Download Dispatch Profile and select Manual Email Address for the recipient type, the wizard will automatically adjust the recipient type to Download when adding multiple profiles. This automatic adjustment ensures the settings are consistent and appropriate for the selected Dispatch Profiles.

See also