Now for the exciting bit - bringing all your work together into a mailing! Up to now, you have been setting up templates and mail packs, and adding addresses and mailing lists. All this work may have seemed a lot, but now is when it all pays off and you start to get the full benefits of docmail.
To get started, click on the 'Create a mailing option' on the home screen, and then select:
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You will be at the 'Enter mailing details' screen. Remember, the progress bar at the top will always show you where you are in the order.
When all of the required options have been set, click on:
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to move on.
Give your mailing a name. This name will show when you look in “My Orders”, and is really just to help you identify your mailing.
You can also give it a description, but this is not mandatory.
There are a couple of options to set here - they boil down to "do you want colour" and "do you want duplex printing".
If you want your mailing to be printed in colour, then tick the box.
If you want us to print on both sides of the paper (duplex printing), then tick this box.
The default selection is standard class. This is the same as second class, so your mailing will be delivered 2 - 3 days after posting. You can choose first class postage, but the mailing will cost more than the normal prices.
The earliest possible date we can despatch your mailing will show. If you want a later date, click on the calendar icon to change it.
Ticking this box will mean you will also get a copy of the mailing, and the address details stored for your account will be used. You will be charged for an extra record.
In some circumstances, you may want some additional wording in the name and address. For example, if you were sending a mailing to children, it would be normal to address the mailing to “The Parent/Guardian of”.
What you select here depends on what you have in your name and address data. You can choose what name format displays in the name and address applied by docmail.