Manually adding recipient records is a simple process.

1) Create a new Company/Filer, by navigating to the Company/Filer screen. This company will be set as the 'Active Company'.

2) Navigate to the 'Manage Recipients' screen, by clicking on the 'Manage Recipients' item, on the left hand navigation menu.

3) Select the form you wish to create a recipient for, and click the 'New' button.

4) Enter the recipients detail in the form section below.

5) Save the recipient record, by clicking on the 'Save' button located below the 'New' button.

Your finished. You can navigate to the 'Validate Recipients' screen and check your entry for errors and/or navigate to the 'Print Recipients' screen to print your entered form. If you just want to 'Quick Print' your recipient form, you can click the 'Print Recipient Form' button, on the 'Manage Recipients' screen. The software will print 'Copy B' for the selected recipient.