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Add recipients by business area

When sending an internal assessment or a policy, select a business area to add every contact in it at once.

Adding recipients one at a time is slow when the same assessment or policy has to reach a whole department. Instead, select a business area and everyone in it is added in one go.

Before you start

Recipients are grouped by the business area on their contact record, so give a contact a business area when you create them. Contacts without one will not be picked up by a business area selection and have to be added individually.

Add recipients from a business area

  1. Start sending the internal assessment, or open the distribute dialogue on the policy.
  2. Use Add recipients from business area and select the business area.
  3. Every contact in that business area is added to the recipient list.
  4. Review the full list of recipients, remove anyone who should not receive it, then send or distribute.

Distribute policy dialogue with the Add recipients from business area field

Important notes

  • You always see the complete list of recipients before anything is sent, so a business area selection can be checked and corrected first.
  • The same field is available whether you are sending an internal assessment or distributing a policy for sign-off.
  • You can still add a brand new recipient by hand in the same dialogue, including their business area.

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