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Uploading And Assigning Mail Using Mobile App Or Desktop Dashboard

We offer you the convenience of using either your mobile device or a desktop computer to upload mail and assign it to the customer's mailbox. 


How to Upload Mail From Your Mobile Device


To upload mail on your mobile device, simply log in to your Mobile App and click on the Mail Room option. You'll see two options to upload mail. 

Before you start scanning, make sure that your mail is on a flat surface with a neutral background and ample lighting to ensure optimal scanning quality


Upload only and Assign Later

  • Check to Assign on Upload is turned Off and click Upload Mail and Take a Photo or Upload from Camera Roll

  • At this point, you can close the app. At a later time, you can go back and tap Pending Assignments

  • Select the mail item you want to assign, then enter the customer's name or Mailbox #

  • To assign multiple mail items to a customer,  select the double checkmark icon on the top right corner.

  • Tap the Assign button. If you want to set Mail Metadata when using the Mobile App, you must assign each mail individually.

  • To set up Mail Metadata, tap the three dots in the upper-right corner and enter the Sender's Name, Dimensions, Weight, Mail Type, and Additional Details.

  • Select the checkmark icon in the upper right corner and then click the Assign button.


Assign on upload 

We highly recommend this option for your convenience. Not only will it save you time and effort, but it will also automatically assign the mail to the customer's mailbox and send them a notification, making the process smoother and more efficient for everyone involved.

  • Check that the Assign on Upload is turned on and select a Mailbox

  • Click Upload Mail and Take Photos or Upload from Camera Roll

  • Once you have a clear photo of the mail, click the Red Button and tap Done


Uploading Mail From your Desktop Computer


Just a quick note: If you're uploading and assigning mail using the desktop version of our platform, please keep in mind that you'll need to scan the mail contents onto your computer or laptop first before following the steps below. 

Bulk Mail Upload

This is an option to select the file or the specific piece of mail you want to upload.

  • Log in to your Dashboard, select Mailroom

  • Under Bulk Mail Upload, click Select Image File and select the piece of mail to assign

  • At the top-left corner of the screen, type Mailbox # or Customer's Name

  • Set Metadata and type in the Sender’s Name and choose the Mail Type

  • Click Update and hit the Assign button

For your convenience, you have the option to upload all your mail images at once and assign them to customers later. Simply select "Upload Only," then choose "Select Image Files" and click "Start Upload." The uploaded mail will be stored in your Assignments tab on your Dashboard and can be assigned to customers at a later time. 

Grouped Mail Upload

If you have multiple files to upload to a customer's mailbox, you can simply drag and drop the folder from your desktop onto the customer's mailbox in your portal. This is a convenient way to upload a group of files all at once.

  • Log in to your Dashboard, select Mailroom

  • Select Grouped Mail Upload and drag and drop the folder or files to your customer's mailbox.

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