Add/Edit
Recipient
Page Description
Use the Add/Edit Recipient page to add or edit the settings for result
recipients. By default, Copia selects the option set as the Default Recipient Type on the Application page.
For more help, click one of the following links:
Accessing this Page
- Click the Add button on the Result Recipients page.
- Click the name of an External Delivery recipient in the Result Recipients
page.
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Adding Copia User Recipients
- Select Copia User as the Recipient Type. This indicates that the
recipient is a member of your organization.
- Enter one or more characters in the Copia User Name field and click
the Search button to select the recipient's name using the User
Search page. See the User Search topic.
- Click Cancel to return to the Result Recipients page without
saving your changes.
- Click Save to save your modifications and return
to the Result Recipients page.
- Once you have added the recipient, click Save in the Result
Recipients page to finish saving your changes. Remember, the changes
you make when adding recipients are not saved until you click
the Save button on the Result Recipients page.
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Adding or Editing External Recipients
Note that you will only be able to have external recipients if an Orchard
Copia
Administrator has created default result delivery methods in the System Defaults administration
page.
Note that Copia does not include CC external recipients on requisitions.
- Select External Recipient as the Recipient Type. This indicates that
the recipient is not a member of your organization.
- Select the Delivery Method for the recipient. Based on your selection
for this field, the remaining delivery detail fields change. Note that this field
only contains the delivery methods created by your Orchard Copia Administrator.
- Fax: Enter the recipient's name and fax number. Copia selects this method by default.
- Email Address: Enter the recipient's name, email address, and an email subject.
- Click Cancel to return to the Result Recipients page without
saving your changes.
- Click Save to save the modifications to the recipient and return
to the Result Recipients page.
- Once you have added the recipient, click Save in the Result
Recipients page to finish saving your changes. Remember, the changes
you make when adding recipients are not fully saved until you click
the Save button on the Result Recipients page.
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Adding Location Recipients
- Select Location as the Recipient Type.
- Enter one or more characters in the Location Name field and click
the Search button to select the recipient's name using the Location
Search page. See the Location Search topic.
- Click Cancel to return to the Result Recipients page without
saving your changes.
- Click Save to save your modifications and return
to the Result Recipients page.
- Once you have added the recipient, click Save in the Result
Recipients page to finish saving your changes. Remember, the changes
you make when adding recipients are not saved until you click
the Save button on the Result Recipients page.
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Adding Host Recipients
- Select Host as the Recipient Type.
- Click
the Host Search button to select the recipient's name using the Host
Selection page. See the Admin: Host Selection topic.
- Click Cancel to return to the Result Recipients page without
saving your changes.
- Click Save to save your modifications and return
to the Result Recipients page.
- Once you have added the recipient, click Save in the Result
Recipients page to finish saving your changes. Remember, the changes
you make when adding recipients are not saved until you click
the Save button on the Result Recipients page.
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