EZ Messenger Staff - E-Certified Mailing - OK
These instructions list the additional steps for electronically certified mailings using the Pitney Bowes Send Suite Software.
Rate our help center and provide feedback HERE and don't forget to rate this article using one of the REACTIONS at the bottom of your screen.
Summary – These instructions list the additional steps for electronically certified mailings using the Pitney Bowes Send Suite Software.
Responsibilities – Processing clerk
Escalation – Point of Contact – Processing team lead/manager
For technical support call 1-800-888-0286, if asked the Executive Process Customer account number is 0016699234 and Model/Serial Number is SL99-0000695
Instructions | Guidance/Help Text |
Specific Batch File Format: | |
1) Open the CERTS TEMPLATE spreadsheet | To use the SendSuite software, address must be placed in a specific file format (template), this template contains columns A-I. |
2) Column A (header DUNS) is where the JOB NUMBER will be entered | |
3) Column B must contain a period (.) | |
4) Column C may contain the name of the SERVE – ORGANIZATION
| IMPORTANT! DO NOT MAIL RAUSCH S&P’S RESTRICTED DELIVERY. ESCALATE TO LOGISTICS MANAGER IF ASSIGNED TO THIS QUEUE AND DO NOT PROCEED. LBN S&P’S CAN BE MAILED RESTRICTED DELIVERY ONLY IF INSTRUCTED BY CLIENT TEAM. |
5) Column D is the FIRST portion of the address – ADDRESS 1 | |
6) Column E is the CITY for the address | |
7) Column F is the STATE for the address | |
8) Column G is the ZIP CODE for the address | |
9) Column H must contain “US” in the column for EACH JOB | |
10) Column I should include a PHONE NUMBER - should already be filled in on the template | |
11) Once addresses are all in the correct format, open the EXECUTIVE PROCESS SSL JOB AID REV A and follow the steps to process for e-certified mailings | |
Certified Mailing | |
1) Once COVER SHEETS have been printed, MATCH them to respective jobs using the ADDRESS
| |
2) Open FAST DASHBOARD | |
3) In GO TO JOB # field enter in the JOB NUMBER and click GO JOB | |
4) In JOB SUN-INFO tab:
| The Job Sub-Info tab is located in the bottom left-hand of the job screen. |
5) In DateRec field enter in TODAYS DATE | The DateRec field is located in the orange box on the right-hand side of the job screen towards the middle. |
6) Click SAVE button | The save button is found in the top right of the job screen. Do not close the job screen yet. |
7) Place cover sheet with service documents in specialized Certified Mailing Envelopes
| The specialized certified mailing envelopes are the envelopes with the green certified mail title and windows. |
8) To find COST OF SERVICE:
| Cost of Service is needed for data entry too. |
9) Back in JOB SCREEN, in the COST OF SERVICE field enter in the AMOUNT calculated
| The Cost of Service field is found under the Job Sub-Info tab on the far right side. |
10) Click ALT + G to assign the job
| |
11) Click SAVE/CLOSE button to close job screen | |
12) Utilize the CUSTOM PRE-SET postage select on the PB METER and place the applicable POSTAGE on the ENVELOPE | |
13) Place in outgoing USPS MAILING TUB | |
14) Repeat steps 3-13 for all mailings |
CERTIFIED MAILING NEEDED TOOL “DATA ENTRY”
ENTER IN JOB NUMBER AND CLICK ICON TO THE RIGHT OF BOX
VERIFY THE POPULATED JOB MATCHES THE JOB YOU ARE WORKING ON
ENTER IN 1ST CLASS DATE MAILED
CHECK YES FOR CERTIFIED
BARCODE RECEIPT NUMBER
ENTER IN COST OF SERVICE
CLICK FINISH AND THE JOB WILL BE ASSIGNED TO SENT CERTIFIED MAIL PENDING USPS RECEIPT
#instructions