Address books are useful when faxing or emailing documents to third parties, such as customers, vendors, or employees. UnForm supports any number of address books, though it is also common to just have one. Address book entries are designed to support the UnForm deliver command as well as the browser interface. An address book entry is identified by an Entity ID, such as a customer ID or vendor number, and a document type. These two fields make it possible for UnForm to suggest email addresses when viewing a document, since the document's entity ID can be matched with records in the address books that are available. In addition, rule file coding that supports address book use can be designed to match entity ID and document type information to locate the proper email or fax information to deliver a document to.
Address books can be used by any user, but can only be edited by users granted permission by an administrator. In addition, when logged in as an administrator, a special toolbar is visible to allow creation and removal of address books, and also importing and exporting of address book records in CSV format.
