Quick Start

Account

Overview

Learn about the options DocuPost has available in the Account page so you can update your profile data, set up 2FA, manage and add banks, and configure your document preview retention period.

Customize your DocuPost Experience

Access Account

You can access the Account page in DocuPost by clicking the Account link at the bottom left of the primary sidebar navigation.

Profile Data

In DocuPost, your profile data consists of the following:

  • First name

  • Last name

  • Company (optional)

  • Email

  • Password

Update Profile

In the Update profile section, you will find the all these fields mentioned. If you wish to update, modify the provided fields and click the Update button located below the fields to save your updates.

Password Changes

In Account, there is a section labeled Change password on the right.

In the Change password panel, there are fields for: your current password and your new password. After entering the necessary information, click the Change password button located below the fields.

If you are unable to access your DocuPost account, or if you wish to convert from a Google-based account signup to a regular username and password, you may request a password reset. By resetting your password, you can re-gain access to your DocuPost account.

Multiple-Account Access

The purpose of Multiple-Account Access is to make your account balance available to multiple accounts by inviting users to join your DocuPost organization. You may also view any mailings sent by the accounts that you invite. Only you can manage the billing details for your account.

To invite other users for multiple-account access in DocuPost, follow these steps:

  1. Navigate to the Account screen via the bottom left of the left side-bar navigation.

  2. You will see a Multiple-account access section.

  3. In the input field provided, enter the email address of the user you want to invite. The user must have an existing DocuPost account under this email to accept your invitation.

  4. Click the Invite user button to send the invitation.

By default, the accounts you invite cannot send checks using bank accounts that your account has added. To allow your sub-accounts to send checks using your account's bank accounts, check the checkbox that says "Allow accounts to send checks" on the Account page.

Once the invitation is sent, the user will receive an email with instructions on how to join your organization.

Two-Factor Authentication

To set up 2-factor authentication in DocuPost, follow these steps.

  1. Go to the Account. You will find various sections for managing your account settings.

  2. Scroll down to the bottom until you reach the 2-Factor Authentication section.

  3. Click the Setup 2FA button to begin the setup process. You are only able to setup 2FA using an Authentication app in DocuPost, not using a mobile phone number.

Document Preview Retention Period

You have the option to customize the number of days that document preview PDFs should remain available for viewing, ranging from 90 to 1095 days, via the Document Preview Retention Periodsection within the Account page. By default, previews of the content of your documents and/or postcards are generally removed following ninety (90) days from the date of the mailing.

In line with our Privacy Policy and Terms of Use, our retention policy is aimed at ensuring data security and privacy.

Should you misplace the originally uploaded materials and wish to retain the contents of mailings, you may download the content from your dashboard prior to the lapse of the retention period.

Advanced Settings

Funds & Billing

To manage your account balance and add funds in DocuPost, within the More options section, click on theFunds & billing section of your account settings.

See Funds & Billing

Developer API

To generate and manage your API tokens in DocuPost, navigate to the Developer API section. Here, you will find the API Token panel which allows you to generate and revoke tokens.

In the API Token panel, use the Generate API Token button to create a new token. If you need to deactivate an existing token, click the Revoke API Token button.

Below the API Token panel, you will find the Using the DocuPost API section. This area provides buttons labeled Send Letter API and Send Postcard API, along with informational text about API endpoints and important notes regarding API usage.

You can learn more about our developer APIs via our dedicated guides: