DataMotion SecureMail Online Help  

Address Book

The address book gives you the capabilities to effectively manage email addresses for your recipients.  Recipient email addresses can be maintained as individual address book entries ("users"), or you can create address book groups containing many email addresses. Group names can be added to your recipient list when you Compose a message. User nicknames can also be used in the recipient list in place of the email address.

The address book can be accessed from the Member Center, or from the Address Book button on the Compose page.

When working with the address book, you can select between the user and group views.  Each of these address book views have a number of features that differ based on what view you have chosen.

How to Add a User Address and Assign to a Group

The first time that you navigate to the Address Book page, the address book will be empty, with no users or groups. To fully utilize all that the Address Book has to offer, a few tasks must be performed first. The following procedures show how to enter a user address and assign it to a group for the first time, but you can follow the same basic procedures for additional ones.

The first of these tasks is to add a user.

Add User

  1. From the Address Book (Select Users) page, click the Add/Manage Users button.
  2. On this page click the Add User link.
  3. Enter an Email Address (required). You may also enter a Nickname, First Name, and Last Name if desired.
  4. Click the Save button to add the user to your Address Book.
  5. Click the Exit button to return to the page you started on.

The second task is to make a group.

Add a Group

  1. From the Address Book (Select Users) page, first click the Add/Manage Users button.
  2. Click the Switch to Group View link.
  3. Click the Add Group link.
  4. On this page enter a name for the group in the Group Name field.
  5. Click the Save button to add the group to your Address Book.
  6. Click the Exit button to return to previous screen.

The third task is to move users into the group.

Move User to Group

  1. From the Address Book (Manage Users) page, click the Switch to User View link.
  2. Select the checkbox of the user that you want to assign to a group.
  3. Select the group in the drop-down box next to the Add To button. (The first time you do this, the group you created will already be selected.) Click the Add To button.
  4. To confirm that the user was added to the group, select the group name in the filter drop-down on the top right. This displays the users assigned to that group.

Address Book (SELECT USERS)

User View

This is the initial view that you will be placed in when you navigate to the address book page. This view allows you to place selected users into a message using checkboxes in the To, Cc, and Bcc columns. You can also filter the users using the drop-down box, which can show All Users, a specific group you have created, or Unfiled, which shows all users not assigned to a group. Unfiled is the default filter for every user added. You can also select the Add/Manage Users button which will take you to the Manage Users screen.

Select User

  1. To select a user, use the filter drop-down box to select a group, All Users, or leave it on the Unfiled setting.

    TIP: If you don't see any users listed, try selecting All Users in the drop-down filter box on the top right side.

  2. Click the To, Cc, or Bcc checkboxes next to the desired users.
  3. Click the Add Selected to Message button to place the user(s) into a message.

Group View

To display the Group View from the Address Book (Select Users) page, select "Switch to Group View."

The Group View functions in a similar fashion to the User View, but you are instead adding entire groups to the To, Cc, or Bcc sections of an email. From this view, if you click the Add/Manage Groups button, it will take you to the Manage Users screen in the group view.

Address Book (MANAGE USERS)

User View

This page allows you to add users to groups by clicking the checkboxes to select users, selecting the group in the drop-down box on the bottom right, and clicking the Add To button. You can also remove users from groups by selecting their checkboxes and clicking the Remove button. Note that to see the Remove button you must first select the group in the filter drop-down which by default shows Unfiled users.

Deleting users from the address book is also possible here by clicking the user's corresponding checkbox and then clicking the Delete button. This page also allows you to add users to the Address Book using either the Add User link or the Bulk Import link. The Bulk Import link takes you to a page where you can enter a comma-space-separated list of email addresses that will be added to the address book when you click Save. The Select Users button on this screen only takes you back to the Select Users page.

Group View

The Group View has very similar functionality to the User View except that the actions will affect the group only. For example if you use the Delete button to delete a group, only the group itself will be deleted; all users that were contained in that group will become Unfiled again. To add groups click the Add Group link, and on the new page simply enter a name for the group and click the Save button. The Bulk Import link takes you to a page where you can enter a comma-space-separated list of email addresses that will be added to the address book when you click Save.

See Also

Compose a Message |  Table of Contents