DataMotion SecureMail Online Help  

Address Book

The address book gives you the capabilities to effectively manage email addresses for your recipients.  Recipient e-mail addresses can be maintained as individual address book entries ("users"), or you can create address book groups containing many e-mail 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)

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 e-mail. 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)