Dashboard
Overview
Learn how to navigate the DocuPost Dashboard to manage your mailings, check mailing history, edit or cancel mailings, add funds, and get help and support.
Navigating DocuPost
Mail Management
The DocuPost Dashboard is your central hub for managing all your mailings. It provides a clear overview of your recent activity and allows you to easily create new letters, postcards, and checks.
On the Dashboard, you'll find three colored summary boxes that show the number of letters, postcards, and checks sent in the past month. This feature helps you keep track of your mailing volume at a glance.
The main section of the Dashboard is divided into three areas: Recent letters, Recent postcards, and Recent checks. These sections display your recent activities and offer quick links to create new items. To generate a new mailing, simply click on the appropriate button, such as + New letter, + New postcard, or + New check.
On the right side of the Dashboard, you can see your account balance in the Account funds section, with a convenient Add funds button for topping up your balance. Additionally, the Need help? section provides a direct link to the support center for assistance with any issues.
Navigation options are available on the left sidebar, including links to Send mail, Dashboard, Letters, Postcards, Checks, Address book, List builder, Billing, and Integrations. Integrations will be populated with any integrations that you have installed, if present. At the bottom, you will find the Account and Logout options, along with a display of your current account balance.
Mail History
In the Dashboard, you will see three sections: Recent letters, Recent postcards, and Recent checks. Each section lists your most recent mailings and their current status. You can quickly check if your mail is pending, sent, or delivered.
For detailed tracking information, click on the specific mail item. This will open a page where you can view tracking updates and delivery confirmations.
Account Funds
To add funds to your account from the Dashboard, follow these steps:
Locate the Account funds section on the right side of the Dashboard.
Click the Add funds button next to your current balance.
Follow the on-screen instructions to add the desired amount to your account.
Maintaining a balance in your account is important to ensure uninterrupted mailing services. Make sure your account has sufficient funds to cover your mailing needs. You also have the ability to add funds by clicking Account at the bottom left of the primary sidebar navigation. Learn more in the Account guide.