Step 1: Review the information. Compare the data you sent with the details within the confirmation report, making sure that the report reflects exactly what you expected. Step 2: Approve or Kill the job. Once you have reviewed the job details, determine whether to approve the job for production or kill it. Approve a job: [...]

You should receive a file receipt confirmation email within 1 hour of file submission. The bi-directional confirmation report contained within your email details information so you can be assured your documents will be printed and mailed correctly. The bi-directional confirmation report details include: Breakdown of letter codes and letter quantity Mailing schedule (24, 48) Time [...]

When creating dummy data, such as that used on generic forms, avoid using a dummy ZIP code. Instead, use “X” in place of the ZIP code numerals. e.g. John Smith 123 Main Street Anytown, NY XXXXX This is necessary because “Anytown” does not exist in New York and will therefore be rejected by our ZIP [...]

Fixed field or .CSV files are optimal. Helpful tips: Include delimiters to identify each individual record in the file: This is always helpful, even if you have only one document in your library. However, when multiple letter codes are being generated, the use of delimiters becomes crucial. It is especially helpful if lines in your [...]

Files may be transferred through FTP, SFTP, and email attachments, and via trakPCI, our online portal. However, in the interest of your security, all files containing sensitive data should be transferred via SFTP. We will gladly assist you - just contact our Customer Service staff.