Additional recipients in PT-X Connect

There are two ways you can add additional email addresses to receive documents from PT-X Connect in your data, using Contacts or via the Outbox.

Contacts

To add additional recipients to documents via Contacts:

1. Go to Contacts.
2. Select a contact.
3. Add additional recipients email addresses in the Additional recipients box.
   
4. Click Update.

Please note:

• Additional recipients can view, print and download any document that is sent to them. However, the status of the document shown in the PT-X Connect Outbox will only reflect the primary contact.
• To check whether a copy recipient has successfully received the document, this can be seen in the document history.

Outbox

To add additional recipients to documents via the Outbox:

1. Click on the email address in the Outbox to add recipients manually.
   
2. Click Save.

Please note:

• Additional recipients can view, print and download any document that is sent to them. However, the status of the document shown in the PT-X Connect Outbox will only reflect the primary contact.
• Additional recipients do not see the documents in their Inbox.
• Additional recipients can view, print and download any document that is sent to them. However, the status of the document shown in the PT-X Connect Outbox will only reflect the primary contact.