Add recipients to mail

Finding and adding mail recipients

1. Start by selecting either the To or CC links. This opens Mail at Search – Directory.  You can also click on the Directory button as shown.

2. Click either:

• Project – to search for project users (and guests) currently invited to the project.
• Global – to search all Aconex users and guests.

3. Now enter your search terms in one or more search criteria fields. In this example the search is for ‘architect’.
4. Click the Search button. The results are shown below the search fields. When you have a list, you can then add them en-masse using the To, Cc and Bcc options.
5. To do this, select the checkbox for each recipient or recipient group you want to add. 
6. Now click the To, Cc and/or Bcc buttons appropriate.
7. When you do this they are added to the field above, which is now called Recipients. Notice that they are listed as the sending option you selected. The following example shows the mail is being sent to three To recipients and two Cc’d ones. You can remove any of these using the individual Delete icons.

8. When you’ve finished, click OK. This adds all the recipients you’ve selected to the Mail.

Help! The recipients can't be found

If you can't find someone in the project directory:

• Make sure they are invited to the project.
• Make sure they are visible (not shadowed) in the directory.
• Try and search for them in the global directory

If you can't find someone in the global directory:

• They may be hidden in the global directory. They can unhide themselves following these steps.
• They may not have an Aconex account yet. They can ask their org admin to create one.