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Creating and Importing Recipients.

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Recipients may be either individually imported or imported as a group with the use of a CSV spreadsheet. This is done via the Recipients menu item as shown below.

For a single Recipient, select the New button to the left. Add the mandatory fields as indicated in the Setting up a recipient article.

Should you wish to import multiple Recipients select the Import button to the right.

The dialogue box that opens provides the required file format for a successful import. Select the secure image relating to this group (this can be done later via Mass Update) and indicate the treatment of duplicate Recipients.

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