Account

From the lower left corner of any page in DocuPost, click on the Account settings button to open the popover menu. This menu gives you options to manage general settings for your account including name, email, and password

General Section

In DocuPost, your general profile data consists of the following:

First name
Last name
Company (optional)
Email

In the General tab of account settings, 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.

Security Section

Under the Security tab on the left, you may change your password, enable 2FA or request a BAA for HIPAA compliance purposes.

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.

You may also set your Document Retention period (defaults to 90 days) to control how long DocuPost shows a preview of your mailing PDFs in the dashboard. There is a maximum of 1095 days. DocuPost does not guarantee storage of your documents, but provides this as a feature to assist with your record keeping.

Team Section

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:

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.
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.

For Enterprise customers, you may also view an Audit Log of your users activity.

Billing & Funds

To manage your account balance and add funds in DocuPost, within the More options section, click on theFunds & billing section of your account settings. Here you may refill your account or update your payment information. You may also see past billing entries in this section.

Pricing & Plans

The pricing and plans tab shows the most up-to-date prices for DocuPost services and offers the ability to upgrade or downgrade your subscription plan.

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: