Our web-portal contains a powerful dashboard for all your mailings. It includes
A table of all submitted files which lists:
- Original File Name
- Received Date
- Number of Documents
- Current Approval Status
See whether documents are:
- Awaiting Approval
- Quickly for viewing, or
- Downloaded as a .CSV file visible as an Excel spreadsheet
Get an “Itemized Submission Report” with a summary of:
- Printed Images
- Sheets of Paper Used
Determine whether a document is marked as:
- Print Mailing, or
- Non-mailing (users were sent links to e-statements)
- Voice Recording
Data on all delivery methods are also available for viewing on the dashboard.
A complete summary of the mailing event is available, which includes:
- Account #
- Account Name
- Phone Number
- Message Data Response
- Error Message
A Merchant Account allows administrators to make payments for end users.
- Great option if credit card payments need to be taken over the phone, or
- If you desire to set up convenience fees
At least one primary administrator will have control over all others.
- Each sub-administrator has a profile, and it is easy to change their status or user type
View our 2 minute demonstration video on YouTube and you’ll see how easy the web-portal is to use.