We're excited to let you know that your customers now have the option to automatically request scanning, forwarding, recycling, and shredding based on their preferred timing.
Timing refers to when your customers want the selected action request to occur, making it even more convenient for them to manage their mail items.
Upon assignment
The action request selected will immediately be executed as soon as new mail comes into your customer’s inbox.
Once you assigned a piece of mail, depending on the set timing it will automatically go to your Dashboard, and it will be pending for you to complete the action request.
Days of the Week
This option lets your customers set the day (Monday to Sunday), and the action request will happen.
Day(s) of the Week (Bi-weekly)
The action request selected will be executed on a specific day or days of the week, every two weeks.
Days of the Month
This option lets your customers set a specific date of the month, and the action request will happen.
Please note that if a customer enters '31' as the end-of-month instruction, the system will automatically adjust it to the last day of the month. This ensures that their preferences are accurately reflected in our system.
Before accruing storage fees
This option lets your customer set the action request before the mail item starts incurring storage fees.
Age of a mail item in days
This option lets your customer enter a specific number of days before the system executes the action request for their mail items.
A first specific day of the Month
This option lets your customer select the first specific day of the month, the action request will happen. (e.g. First Monday of the month).
Last specific day of the Month
This option lets your customer select the last specific day of the month, the action request will happen. (e.g. Last Friday of the month).
Mail types - here your customers can select the mail types that will be affected by the Automatic Action.
Any - is for any kind of mail items
Specific - is used to further define mail items to be scanned, forwarded, recycled, and shredded. (e.g. Standard Envelope, Small Box)
Actions
Open and Scan - to request for open and scan.
Forward - they need to fill out the Forwarding Address, Service Preference, Fulfillment Type, With Insurance, With Tracking, and Notes to the Operator.
Please note that international forwarding addresses are not currently included in the system. If your customers require international forwarding, they can access their Inbox and submit a request from there.
Recycle - to request for the mail item to be trash.
Shred - to request confidential documents to be shredded.
To fulfill these requests, simply follow the same process as completing a regular action request.