With our Postal Mail product you can print and mail your customers PDF files that are stored in the customer's Document Library. This is a pay-as-you go feature, so fees only apply when a mailing is scheduled. Fees are determined by the mailing's number of pages, printing options and postage type. Currently, Postal Mail only sends single mailings to individual customers, we are exploring opportunities for bulk mailings and other mailing types like folded cards, post cards, and more so keep an eye on our future releases.  


As the Postal Mail Admin, you have the ability to set the Return Address and set the default mailing options for color, print, postage, and envelope. It is also your responsibility as the Postal Mail Admin to go through the Pay Link process to insure that your agency has a money balance to use Postal Mail. 


To learn about the Pay Link process, see: Pay Link Process


TABLE OF CONTENTS

Set Return Address


Before you can use the Postal Mail option, a return address must be set for the agency. As the Postal Mail Admin it is your responsibility to set this up for your agency. 


1. Hover over the Communication Center icon.

2. Under Postal Mail, click Settings. 



3. Under the Return Address tab, click the Add Return Address button. 



4. Input the required information.

5. Click the Save button. 


Set Default Mailing Options


As the Postal Mail Admin you have the ability to set Default Mailing Options for your agency as a whole. 


1. Hover over the Communication Center icon.

2. Under Postal Mail, click Settings. 



3. Click the Mailing Options tab. 

4. Use the Color, Printing, Postage, and Envelope drop-downs to change the options.

5. Check if you want the agency to use these options as a whole.

6. Once all changes are made, click the Save button.