The View Only option will restrict the user to viewing only mailed jobs. They will not be able to hold, delete, add or edit jobs or records.

Normal Account - user can submit jobs and view their own jobs.

Management Account - user can submit jobs and view all other user jobs.

Super User Account - user can submit jobs, view all jobs, set prepayment reminders, create new users, and more.

User's jobs will automatically be placed on hold for review. Any user, including the creator, with access to the job could remove the hold status.

Yes. We now have an even faster way of getting your letters out the door. Our LS Express Letters allow you to create the entire mail piece online without a template and without emailing files to our production department. On the 'Add Job' page, select the job type called '_Express Letters'. After uploading your document you will see an online proof and the job gets immediately sent to our mailing department. Click here to visit the LS Express Letter page on our website for more details.

If that doesn't work for you, simply email your document(s) and mailing list(s) to production@letterstream.com. We will create a proof and email it to you for your final review.

Yes and No. We do not separate notification for each letter, however we can look in our system and see the status of every Certified Letter. More importantly, you can check the status of any certified letter you send using LetterStream. After logging in to the LetterStream website, click on the Job Name that a letter is in. On the Data Listing screen you will be able to see the actual letter that was mailed, the green status bar showing the delivery progress, a Tracking link to show you each time the post office scans the letter and, when available the signature of the person who signed for the letter.

The postage costs increase each time an additional ounce is added. If you are adding inserts to a quarterly invoice with a return envelope, you can add 3 additional pieces of paper before the postage price increases.

Not really. For the most part we can find a way to mail it.

All Invoices and Statements are sent via USPS First-Class Mail. it is a USPS requirement that invoices be sent via First-Class Mail.

Here you can find links to our past correspondence about New Functionality and general News Releases.

Links will open in new window.

• 12/20/2010 - Happy Holidays from LetterStream


• 10/29/2010 - Autumn 2010 Update


• 11/09/2009 - New Features of LetterStream.com


• 08/09/2009 - More Website Improvements at LetterStream


• 06/10/2009 - LetterStream Website Changes


• 05/08/2009 - USPS Raises Postage Rates

The yellow highlighting is to draw your attention to jobs that have not be completely submitted to our production department. You can check the status of the job by looking in the Job Status column. To finish your part so the job can be released to our production department simply click on the Job Name and continue submitting the job.

Sure. There are two ways to do this. One, when on the Job Listing page, in the upper right there is a box called Change View Options. If you uncheck the box that says "Everyone's Jobs" you will be able to see just your jobs. Unfortunately, this is not a permanent fix so you will need to uncheck the box every time you want to view only your jobs. Another solution which is more permanent is to ask your supervisor to change your LetterStream account settings to a Normal user. This will prohibit you from seeing other jobs and you will always only see your own jobs.

There are a few different ways to find someone. For starters each column heading that is underlined can be used to trigger a sort. If you are looking for Allen Someone, you may want to click on the Name title and sort the list by name. You can also sort by the Lot Address (LotAdd), the Account Number or various other fields. Another thing you can do is use the Find tool that is built into your browser (Microsoft Internet Explorer). On the main menu of the browser click on Edit then click on Find (On this page). You will be allowed to enter a value and the browser will find it if it appears on the page. This is most helpful if all the data appears on one page. Our Job Listing only shows 150 names per page so make sure you are on the right page of data before using the browser's Find feature.

Red highlighting means the address is not properly formatted as a US address. Your address may be an international address or it may be incomplete or not properly formatted. You can delete "red" addresses from your mailing or you can continue and leave them in the mailing. If "red" addresses are left in the job, an international processing fee will be added to your invoice for each "red" address.

We encourage you to review both the addresses that you upload and sample documents by clicking in the View PDF button on the Job Listing page. Actually, we require that you review at least one document each job you create to make sure we are printing the correct documents.

Sometimes jobs are hard to find when you are searching the job list due to the multiple filters that we allow. If the search results don't yield what you are expecting, review the search filters, especially the date range. You can select from pre-determined date or enter a custom date range from the drop down selection.

This is the main document in your letter. This document typically has some variable data, that is to say, some information which is different for every recipient (e.g., Name, Address, etc).

Our letters are generally constructed by assembling a primary or main document along with any additionally inserted documents and envelopes...

An additional insert is typically a generic document that is to be sent to all of your recipients in addition to the primary document.

There are a number of things that could cause this but here are some things to check. Is the file you are uploading a csv file, meaning it ends with a .csv extension. If it is not, or if the website says it is not, then try to export the data file again. If you open the file with Excel make sure you don't save it while in Excel, not even saving it as a cvs from Excel will work. If you accidentally do this, simply export a new file from your system. If the website complains that you don't have the right number of columns in the data file then there is probably a comma in one of the data fields that is causing problems. If you put a comma in the notes section or in a product description then it is likely that you will have problems uploading. If you are still having troubles, please email the file to production@letterstream.com and we will try to help you solve any problems.

Yes. When uploading the insert the first time, you'll have the option to save the insert for later use. Name the insert something descriptive so you will be able to indentify it later. When you are loading the next job that needs the same insert, look for the insert option of "use saved insert" on the inserts page. This will allow you to find your document and include it again.

Yes. For instance, if you have a 1-page Word document and a 1-page Excel spreadsheet, you can request that we print both documents on a single sheet of paper. To do this, upload your insert as usual, specify that it is a 1-page document but request that you want it printed Duplex. Do this for the second document as well. That fact that a document is both 1-page and Duplex causes us to look for another 1-page Duplex document to print with it.

Another way to handle this is to use pdf creation software and print both pages to a single pdf document. Then upload the new 2-page document and choose the duplex print option. We often recommend PrrimoPDF (www.primopdf.com) because it is free and easy to use.

Good question. Yes, this is possible for some job types.

Images will be scaled to a width/height ratio of 3.2/1 (whichever is smaller). Images will only display for jobs that include a coversheet or have automatic address modification.

Please contact us at sales@letterstream.com
for more information.

By manually entering a return address, your current return address (as selected by the "From address selection box") will be overwritten in 11pt Times new roman with the manually entered information. This address will also be placed in the proper location to fit our windowed envelopes.

Yes. There are a couple different ways to handle this. Probably the easiest is to print all your documents to a pdf file and upload a single document in the order that you want it inserted. Keep in mind that document baring the address must be on top to show through the envelope window.

The other way to accommodate this is to put the job on Hold and put in the hold message the insert order that you desire. Our production department will read the message, take the job off hold and prepare the mailing as you specify.

Yes, we actually have at least four different ways to do this depending on what you want to accomplish.

One way is to contact us and have us put your account into auto-Hold status. This will force every job that is loaded by your organization into a Hold status. Each job would need to be taken off Hold in order for us to continue processing the job.

Another way is to simply not approve the job that you uploaded. The approve process takes place after you review your job listing and confirm the proof and the number of recipients. The job will stay in "Please Review" status until someone returns to the Dashboard, clicks on the Job and finishes the approval process. The added benefit of this method is that recipients can still be removed from the mailing by whomever is reviewing the job. The "deleted" recipients are remembered by the website and are not officially deleted until the approval is complete.

The third way is to manually put the job on hold after you load and complete the job. This is done on the Dashboard page by finding the job you want to hold and clicking on the Hold (Pause Job) icon. This becomes an extra step in the process and is not recommended if you need to hold every job that is loaded.

The final way to do this is on a user-by-user basis by your company's Super User login. Super Users (those who set up new users within your company) can flag certain user accounts so that all jobs loaded by that user are automatically put on hold. This process works well when creating accounts for new users. Once a user is proficient at creating jobs or you no longer feel the need to review their jobs, the auto-hold status can be removed from their account.

Our standard procedure is to shred the documents. We do not throw client documents in the trash. You may request that we deliver them to you for you to dispose of as you want, but please note their will be shipping and handling charges for this service.

If you have clicked the submit button right before adding inserts then it is too late to exclude someone. However, at this point you can delete the job and then load it again, remembering to remove anyone who should not be in the mailing.

You can cancel any job as long as it has not been mailed. Immediately after logging in to the LetterStream website you will see a list of your jobs. The first column is called Job Options. Click on the Delete button to cancel (delete) the job. If the Delete link is gray instead of blue, the job cannot be cancelled.

Anytime before a job is mailed you may put it on hold. If you want to add another document, simply put the job on hold and add comments that you are sending another document to be inserted. Send the additional document to production@letterstream.com and reference the job# that it belongs with. In the same email, ask us to take the job off of hold and process it. In the event that we already inserted the job before you placed it on hold, we reserve the right to charge you for reprocessing the job.

Yes, but it depending on the situation there may be extra charges. The best thing to do any time you find that you have uploaded a file in error is to delete the job. Our production department sometimes processes jobs very quickly, so if you are not careful, we may mail the job before you determine how to handle it. In the event that we already printed and inserted the job before you delete it, we reserve the right to charge you for the printing, inserting and related supplies.

Oh, good question. On the job listing page (dashboard) you'll see a pencil next to job names that are still editable. Once a job is mailed, no part of that job can be changed, but if you've caught it before mailing, simply click on the pencil icon. A form will be displayed below the name. Simply type in the new name and click the save button.

It means that your jobs have been uploaded but they are still not available for us to process. Please login and complete the job or delete it. The Job Pending emails are automatically sent out by the system to remind users that they have not successfully submitted a job to our production department.

When creating a job on the website, the last step of the process gives you the opportunity to have an email notification go out to other email addresses. Enter as many as you like, separated by commas.

We mail jobs in the evening around 5:00 pm. The day we mail your job, an email will be sent to the email address that you logged in as. If you were using someone else's email to create the job you might not be notified of the mailing. If doing this, remember to put your email address in the Additional Notification box in the last step of uploading and creating a job. Another way to tell if your job has been mailed is to login to the LetterStream website and look at the Job Status column.

The dashboard is our term for the job listing page(s).

There are many different ways to search your existing jobs. Using the search options at the top of the Dashboard page will allow you to search by:
Job Name
Job Number
Job Type
Date
Date Range (using the 'custom' date option)
Along with viewing deleted, unmailed, and unpaid items.

Another thing you can do is use the Find tool that is built into your browser (Microsoft Internet Explorer). On the main menu of the browser click on Edit then click on Find (On this page). You will be allowed to enter a value and the browser will find it if it appears on the page. This is most helpful if all the data appears on one page. Our Dashboard only shows a limited number of jobs per page so make sure you are on the right page of data before using the browser's Find feature.

Passwords are managed by CCMC. Please notify your supervisor when you would like to have a new password.

Put the job on Hold and then contact production@letterstream.com. Note: If you are using the Excel worksheet provided by the bank to calculate the check digits, please remember that if the first check digit computes to 10, you need to modify the value to 0 (zero) before computing the final check digit. Be sure not to save the change to the Excel program after doing this though or future calculations will be incorrect.

CASS stands for Coding Accuracy Support System. For the typical user, CASS means mailing list cleanup. Our CASS service will take your mailing list and run it through a USPS certified addressing system returning correct zip plus 4 values, barcodes and for an additional fee will even provide change of address service.

Upon selecting "Add Job" from your dashboard, you should then select the "Address List Cleanup (CASS)" job type option. You will then be asked for a job name and a file. You must upload a CSV formatted address list. It may be helpful to include a header row in your address list, however, you will be required to match our column labels to your columns in the next step. Upon selecting the proper columns, click the "Submit List for Cleanup" button at the bottom of the page. You will then be returned to your dashboard and you will see a new job in your job list. It takes a few minutes for you addresses to be cleaned. When they are ready, you should receive an email. You will also be able to click on your job name to download your cleaned file (once it's finished).