For situations where you are not importing, you can add the Recipient separately or while creating a form.
Create Recipient Under Manage Recipient
- From the dashboard, click People>Manage Recipient
- Select the Payer at the top
- Click Add Recipient
- Complete the Form
- Click Add to save the recipient information.
Edit Existing Recipient
- Select the existing Recipient from the list and click Edit.
- The same form view appears with the current information.
- Change as needed and click Update.
Delete Existing Recipient
- To the right of the recipients listed, click the delete button next to the recipient you wish to delete.
NOTE: If you have forms submitted already for the recipient, you can not delete the recipient from the account.