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Recommendation

We recommend that you read through the "Basic Method" section that precedes this section before you start defining a new recipient tree. If you then want to use the Advanced method to build your tree, you should read through this section before creating your new tree structure.

After digesting the information, we suggest that you hold a brain-storming session regarding the structure, standards and information to be contained in the recipient tree.

The meeting should be attended by your implementation team, and any other relevant staff. Representatives from Operations and Distribution should attend. The presence of your super users at the meeting will give you valuable insight into the workings and organization of their application, and how they process their output.

The meeting will also get all parties connected to the project involved at an early stage.

Parent Topic

Advanced Method