Step 2: Beneficiaries

In this step, you can add individuals from the Organization as beneficiaries, but also companies, folders and groups that are saved in the Organization.

Click on ‘Group or folder’ if you want to add a folder or group from the Organization as beneficiaries. Click on ‘Individual’ if you want to add individuals.

Adding a group or folder

1. Behind ‘Type’, indicate whether the folder or group should be added as beneficiaries or excluded from the beneficiaries (in which case the selected folder/group will not receive the message).
2. Behind ‘Address’, indicate whether the letter should be addressed to a person or a company.
3. Select the correct group or folder in the Organization tree. You can unfold folders by clicking on the plus sign on the left side.
4. Click ‘save’.

Adding individuals

1. Behind ‘Search in Organization’, type the name of the person you want to add as beneficiary. A list of suggestions will appear. Select the correct person.
2. Behind ‘Type’, indicate whether the individual should be added as beneficiary or excluded from the beneficiaries (in which case the selected individual will not receive the message).
3. Click ‘save’.

The beneficiaries have been saved and are displayed in a table. The table shows whether beneficiaries are added or excluded. You can delete beneficiaries by clicking the  on the right side.

If you want to add multiple beneficiaries, repeat the steps above until all beneficiaries have been added. Then click ‘next’ to go to step 3.