Build the Recipient Tree

We will describe two methods for building the Recipient Tree: Basic and Advanced. We recommend that for the pilot application, you implement the Basic method, since this is the quicker method for initial implementation. Once you become more familiar with Control-D, you may want to build a more advanced recipient tree. At that stage, you can then review the section "Advanced Method of Building the Tree." You can, of course, select whichever method you prefer.

• Basic Method

  This method allows you to quickly insert recipient information for your selected pilot application into a supplied recipient tree structure.

• Advanced Method

  This method details what is required to build an advanced recipient tree, giving recommendations on identifying the organizational structure and defining tree levels.

The only difference between the two methods is that with the Basic method you will be using a supplied tree structure into which you will insert your recipient information. Using the Advanced method, you will be instructed on how to build a recipient tree while taking advantage of the advanced capabilities that the Control-D recipient tree can provide. Apart from this, both methods cover the same topics.