The DocuPost dashboard screen welcomes the user, David, with a greeting and asks what action he would like to take. It features five circular icons at the top for quick access to 'Mail letters', 'Mail postcards', 'Mail checks', 'Address book', and 'Mailing lists'. Below, the screen is divided into sections for 'Recent letters', 'Recent postcards', and 'Recent checks', each displaying items with their status. The 'Recent letters' section shows documents like 'test pdf.pdf' with statuses such as 'On the way', 'Unpaid', 'See tracking', and 'Delivered'. The 'Recent postcards' section displays postcards with a 'Delivered' status. The left sidebar includes navigation options: 'Send mail', 'Home', 'My mailings' with sub-options for 'Letters', 'Postcards', and 'Checks', 'Address book' with 'Recipients', 'Mailing lists', and 'Senders', and 'Help center'. At the bottom of the sidebar, 'Account settings' and a display of available funds, '$5,552.05', are shown with a plus button for adding funds.

Dashboard

Access and manage your mail composition and document uploads

Easily send letters online with customizable options

Send Letter

Easily create and send personalized postcards online

Send Postcard

Learn how to cancel a letter after it has been sent

Cancel Sent Letter

Learn how to cancel a postcard after it has been sent

Cancel Sent Postcard

Understand potential delays in postal mail delivery and how to mitigate them

Mail Delays

Track the status of your sent mail in real-time

Mail Status Details

Easily send checks directly from your computer using DocuPost

Send Check

Add a new bank account to DocuPost for sending checks

Add Bank Account

Upgrade to remove branded prints, enable sub-accounts, and more

Premium

DocuPost User Guide

The DocuPost Quick Start screen welcomes the user, David, and prompts with the question 'What would you like to do?' It features five circular icons for quick actions: 'Mail letters', 'Mail postcards', 'Mail checks', 'Address book', and 'Mailing lists', each with a corresponding icon. Below, the 'Recent letters' section displays a list of recent mailings with details such as file name, recipient, and status (e.g., 'On the way', 'Unpaid', 'See tracking', 'Delivered'). The 'Recent postcards' section shows thumbnails of postcards with recipient details and delivery status. The left sidebar includes navigation options: 'Home', 'My mailings' with sub-options for 'Letters', 'Postcards', and 'Checks', 'Address book' with 'Recipients' and 'Mailing lists', and 'Account settings' with 'General settings', 'Billing & funds', 'Bank accounts', 'Integrations', and 'Log out'. The bottom of the sidebar displays the user's available funds with an option to add more.

Account

Quick Start

The screenshot displays the 'All recipients' page within the DocuPost Address Book feature, which is part of the Manage Recipients topic. This page allows users to view and manage their list of mail recipients. At the top, there is a search bar for filtering through 1,593 recipients. To the right of the search bar, there are three buttons: 'Export' for downloading the recipient list, 'Bulk import' for uploading multiple recipients at once, and 'Add recipient' for manually adding a new recipient, which is located on the far right. The main table is organized into columns labeled 'Name', 'Address 1', 'Address 2', 'City', 'State', 'ZIP', and 'Mailing List', displaying the details of each recipient. On the left sidebar, there are navigation options including 'Home', 'My mailings', 'Address book', 'Help center', and 'Account settings'. The 'Recipients' section is highlighted, indicating the current view. At the bottom of the sidebar, the user's available funds are displayed as $5,551.10 with a button to add more funds.

Manage Recipients

The screenshot displays the 'Mailing lists' page of the DocuPost application, which is part of the Address Book feature. The page is designed to manage and view different mailing lists. At the top right, there are two buttons: 'Purchase list' and 'Create mailing list', which allow users to buy a mailing list or create a new one, respectively. Below these buttons, the page is divided into columns labeled 'Name', 'List Size', and 'Actions'. Each row represents a different mailing list, with editable names indicated by a pencil icon next to them. The 'List Size' column shows the number of recipients in each list. The 'Actions' column provides buttons for 'Recipients', 'Mail letters', and 'Mail postcards', enabling users to view recipients or send mail directly from the list. The left sidebar contains navigation options including 'Home', 'My mailings', 'Letters', 'Postcards', 'Checks', 'Address book', 'Recipients', 'Mailing lists', 'Senders', and 'Help center'. At the bottom left, there is an 'Account settings' section displaying the available funds with a button to add more funds.

Manage Mailing Lists

The screenshot displays the 'Address Book' section of the DocuPost application. On the left side, there is a navigation menu with options including Send Mail, Dashboard, Letters, Postcards, Checks, Address Book, List Builder, Billing, Integrations, Account, and Logout. The main area shows a table listing senders with columns for Name, Address 1, Address 2, City, State, and Zipcode. Above the table, there are dropdown menus for selecting a mailing list and performing bulk actions, along with an 'Export CSV' button. On the right side, a 'Manage Senders' panel is open, allowing users to add a new sender. It includes fields for Sender Name, Address Line 1, Address Line 2, City, State, and Zipcode, with a checkbox to set the sender as default. A blue 'Add Sender' button is located at the bottom of this panel.

Add Senders

Address Book

The 'Send a Letter' screen in DocuPost allows users to prepare and send a letter via postal mail. On the left, the 'Recipient' section lets users choose between mailing to an individual or multiple recipients, with options to search saved recipients or manually enter recipient details such as name, company name, address, city, state, and zip code. The 'Manage recipients' link is located at the top right of this section. In the center, the 'Add documents' area provides a drag-and-drop interface for uploading a PDF file or composing a letter directly. Below this, users can select print options like double-sided printing, color printing, return envelope, and prepay. The 'Mail service' section offers choices between USPS First Class, USPS Standard, and USPS Priority Mail. Additional services include Certified Mail and Certified Electronic Return Receipt. On the right, the 'Order summary' displays the cost breakdown and estimated delivery dates, with a 'Send letter' button below to finalize the mailing. A checkbox for scheduling the mailing for a future date is also available.

The screenshot displays the 'Track Sent Letters' feature in DocuPost. On the left sidebar, there are navigation options including Dashboard, Letters, Checks, Postcards, Address Book, and Funds. Below these, there are integration options for QuickBooks, HubSpot, and Google Docs. At the bottom, there are Account and Logout options, along with a balance display of $3.85. The main section shows a progress tracker at the top with stages: Preparing to mail, In the mail, and Processed for delivery, with a status update indicating the letter is in the mail and expected delivery on 3/16/21. Below, there is a 'Mail information' box detailing the cost ($1.15), number of pages (2), color option (no), double-sided printing (yes), mailed date (3/08/21), estimated delivery (3/16/21), service level (USPS First Class 3-10 days), and extra service (None). To the right, there is a 'Letter preview' section showing a sample document.

Track Sent Letters

The screenshot displays the 'Postcard to David Nelson' page within the DocuPost service, showing the status and details of a postcard being sent. The page is divided into several sections. On the left, there is a navigation menu with options such as Home, My Mailings, Address Book, Help Center, and Account Settings. The main section of the page shows the Delivery Status with a progress bar indicating the current status as 'Preparing' and an estimated delivery date of Nov 10, 2023. Below this, there is an 'Order Summary' section detailing the cost of the postcard, which is $0.85, and the total amount due, which is $0.85. The 'Recipient' and 'Sender' information is displayed, showing the name and address of both parties. On the right side, there is a preview of the postcard with placeholder text and a customizable background. At the top right corner of the page, there is a red 'Cancel send' button, allowing the user to cancel the mailing process.

Letters

The screenshot displays two sections of the DocuPost interface. On the left, the 'Import CSV to Address Book' section allows users to upload a CSV file named 'Real_Estate_Postcard_Mail_Merge.csv'. It includes instructions for CSV formatting and a link to download an example template. Below, there are fields for mapping CSV columns to address book fields, such as Recipient Name, Address Line 1, Address Line 2, City, State, Zip, and several custom fields for mail merge. Each field has a dropdown menu for selection. At the bottom, there is an 'Upload Now' button to proceed with the import. On the right, the 'Card back' section shows a postcard template with mail merge variables inserted into a message. The text editor includes options for font style, size, bold, italic, underline, and alignment. The postcard includes placeholders for recipient details and a return address, with a DocuPost logo and postage indicia on the right.

The screen displays the details of a postcard being sent to David Nelson through DocuPost. At the top, the breadcrumb navigation indicates the path 'Postcards > Postcard to David Nelson'. The main section is divided into three parts: Delivery Status, Order Summary, and a preview of the postcard. The Delivery Status section shows a progress bar with the current status 'Preparing' and an estimated delivery date of Nov 10, 2023. Below this, there is an option to 'Download PDF Preview'. The Order Summary section lists the details of the order, including the recipient's address, the sender's address, and the total cost of $0.00. On the right side, there is a visual preview of the postcard with placeholder text. A prominent red 'Cancel send' button is located at the top right corner, allowing users to cancel the postcard sending process.

Postcards

The 'Send a Check' screen in DocuPost allows users to fill out details for sending a check via postal mail. On the left, the 'Recipient' section includes fields for searching existing recipients by name, entering the recipient's name, company name or attention line, address lines 1 and 2, city, state, zip code, and country. A 'Manage recipients' link is located at the top right of this section. In the middle, the 'Bank account' section requires users to choose a bank account, specify the amount, check number, and an optional memo. Below this, a 'Check preview' displays a visual representation of the check. The 'Attachment document' section allows users to upload a PDF by clicking 'Click to upload PDF'. On the right, the 'Order summary' provides details on delivery method (USPS First Class), check mailing cost, and total cost, with an estimated delivery date. A 'Send check' button is prominently placed below the order summary, and a checkbox option for 'Schedule mailing for future' is available with an information icon for additional details.

The screenshot displays the 'Manage bank accounts' page of the DocuPost service, specifically focusing on the 'Create a bank account' pop-up window. This window is designed for users to add a new bank account for check payments. It includes fields for 'Account name (for your reference)', 'Routing number', 'Account number', 'Account type', and 'Authorized signature'. There is a visual representation of a check on the right side, illustrating where to find the routing and account numbers. Below the fields, there is a button labeled 'Upload voided check or statement' for users to upload necessary documents for security review. At the bottom of the pop-up, there is a prominent 'Add account' button in purple for submitting the information. The pop-up can be closed using the 'X' button at the top right corner. The main page also features a 'Send mail' button on the top left, a navigation menu on the left side with options like 'Home', 'My mailings', 'Letters', 'Postcards', 'Checks', 'Address book', 'Help center', and 'Account settings'. The 'Add bank account' button is located at the top right of the main page.

Cancel Sent Check

Checks

HubSpot

The screenshot displays two logos side by side, representing an integration feature between QuickBooks and DocuPost. On the left, the QuickBooks logo is shown with a green circle containing the letters 'qb' and the word 'quickbooks' in black text. On the right, the DocuPost logo features a stylized paper airplane icon in blue and purple, followed by the word 'DocuPost' in purple text. This visual indicates a connection or partnership between the two services, likely highlighting the ability to integrate QuickBooks with DocuPost for streamlined mailing and financial processes.

QuickBooks

Google Docs

Zapier

Integrations

Generate API Token

Send Letter API

Send Postcard API

Developer Documentation

Mail Delivery Service Levels

DocuPost Premium

The screenshot displays a sample letter layout from DocuPost. The top left corner shows the sender's address: 'ACME CORP, 123 TEST RD, LOS ANGELES, CA 90210'. Below it, the recipient's address is partially obscured with 'XXXXXX' and includes 'JOHN DOE, 123 TEST RD, LOS ANGELES, CA 90210'. A barcode is present beneath the recipient's address. The bottom right corner features the DocuPost branding with the text 'Printed & mailed by DocuPost.com' alongside a paper airplane icon. A small QR code is located at the bottom left corner of the page.

Remove DocuPost Branding

Error Messages

The screenshot displays the Delivery Status screen of the DocuPost service, indicating the current status of a letter that has been processed for delivery on September 25, 2025. At the top right corner, there is a green badge labeled 'Delivered' with a checkmark icon, signifying that the letter has been successfully delivered. Below the status, there is a message stating 'Your letter has been processed for delivery on Sep 25, 2025.' A link labeled 'File a Lost/Missing Claim' is available for users to report any issues with the delivery, located directly below the message. The screen also features a horizontal progress bar with a gradient from purple to blue, visually representing the delivery stages. Underneath the progress bar, there are three icons with labels: 'Preparing' with a printer icon, 'On the way' with a truck icon, and 'Delivered' with a mailbox icon, illustrating the different phases of the mailing process.

Dashboard

Dashboard Overview