How to Create and Manage Organization Addresses

Addresses can be used for a handful of important processes in Documoto. First, they can be assigned to a user as a default address. Second, they will appear in the ‘Address’ drop-down options for order or quote forms - as long as the template header field's input type has been configured as an ‘Address’.

 Article Topics

• How to Add an Organization Address
• How to Delete an Organization Address      

How to Add a Organization Address

1. Login to Documoto.
2. In the ‘Admin’ drop-down select ‘Organization Admin.’
3. In the Organization Admin module left navigation pane, select the organization you wish to add addresses to in the organization drop-down.
4. 
5. Select ‘Addresses’ under the ‘Profile’ section.
6. 
7. Click the ‘New’ button to add a new address.
8. Complete the ‘Addresses’ form, ensuring that all required fields are completed, and click ‘Save.’
9.  
10. Highlight the address in the ‘Addresses’ grid and click ‘Edit.’
11. 
12. Make all required changes and click ‘Save.’

How to Delete a Organization Address

1. Highlight the address in the ‘Addresses’ grid and click ‘Delete.’ 
2. When the ‘Confirm Removal’ modal appears, select the ‘Yes’ option
3.