Creating a list of consignees allows anyone in your organization to select a consignee from a list when creating a certificate, eliminating the need to type the consignee information every time a new certificate using that consignee is created. Your consignees are added to this list automatically, every time you create a new consignee. You may add, update, or delete consignees at any time.
To manage a consignee, complete the following steps:
1. | Select the Manage Template Data link, then click the Manage Consignees link.
RESULT: The Manage Consignees page appears and displays a table listing the Consignee Name/Business Name, Location, and Country. |
2. | To update a consignee, click the corresponding Update button.
RESULT: The Consignee Details page appears with the existing consignee information displayed. Refer to the Consignee Details Page Overview topic for further details. |
3. | To delete a consignee, select the corresponding checkbox and click the Delete button. You can also use the Select All link.
RESULT: The list reappears with the deleted consignee removed. |
4. | To add a new consignee, click the Add Consignee button.
RESULT: The Consignee Details page appears. Refer to the Consignee Details Page Overview topic for further details. |
See Also
Manage Template Data
|