Adding an Additional Recipient or a Contact for a creditor claim

Additional Recipients means both the creditor and any additional recipient (there can be more than one) will receive creditor communications.

Adding a Contact Person to the creditors card means only the Contact Person will receive communications, not the creditor themselves. You would use this option if the creditor requested for their contact only to receive communications.

Additional Recipients

You may add an additional recipient for a claim. The requirements for receiving circulars via email only point to one official address (email) for electronic circulars, but, you can use additional recipients to receive emails.

The additional recipients will receive any circulars sent to the creditor. The option to include additional recipients in the mailing list is set by default.

Note

• If you enter an email address for the additional recipient then this recipient is available for email circulars.

Add an Additional Recipient

To add an additional recipient:

1. Navigate to the creditor
2. Click the Additional Recipients button
   
3. Click the New Contact button
   
   The new contact form appears.
   

To add a new contact:

1. Enter the name of the contact.
2. Tick 'Send mail to company address' to enter the company mailing address OR enter a separate address.
3. Enter the contact's email address.
4. After entering the email address click into the next cell so you can then tick for "send notices via email".

Click on the "Save" button at the top of the screen.

Tick the box for Add Recipient then click OK

Why add additional recipients?

From the software you can create:

• Automated merging to recipients with a recipient list
• A data source of recipients

These outputs include additional recipients.

Can Additional Recipients access the Creditors Portal?

Additional recipients can register on the creditors portal with their own email address if the creditor chooses to share the portal code with them. This means both the creditor and the additional recipient now have access to the documents on the portal and both will receive communications/notifications. The creditor becomes a contact for correspondence as well as the additional recipient.

Additional recipients needed to be added via Insol6.

Add a Contact

Note the current email for the creditor will be replaced with the Contact Person Email address and other number type details because this contact is now the main contact for the creditor.

Click on the drop down under Contact Person for Correspondence and select <Add new contact to ...........>

Add the new contact details.

New contact is now added. Note the email address for the Creditor is now the new contacts email address. So the creditor will not receive any correspondence or notifications to their email address, only the contact will.

Can Contact Person access the Creditors Portal?

If the contact was added to insol6 after the creditor was uploaded to the portal the new contact will need to register on the portal using the original portal code supplied to the creditor and their (the contact) own email address.

If the contact is not added to insol6 but is given the portal code to log in by the creditor then they can use that portal code and their own email address to register. Insol6 will auto update the Contact Person details when next sync with creditor portal is performed.

Undoing Contacts

When an email contact was added to a creditor, and the the creditor published to the Portal, and now the email contact should be removed from being a contact.

Warning!

The Contact email is NOT removed from being a creditor contact on the Portal.

Either:

1. On the Creditors' Portal

2. Register as a Practice User (must have a registered email domain @{practicename}.com.au) 

3. Open the Job, find the creditor and remove the contact

OR

Create a Zendesk ticket and request the contact be removed by Insol Administrators.