Mail and quotes

Build and post your own print run

Download the selected pieces when your company handles printing and postage.

WHERE TO GOMenu → Queue & Batches → Print it yourself

Before you start

Your company or rep must be configured for self-print. Confirm your paper, layout and postage requirements.

Follow these steps

  1. Expand the available date groups and review the houses selected for printing.

  2. Uncheck any piece you want to leave for a later run.

  3. Select Build the print file. Download the combined PDF and address list offered for the run.

  4. Inspect the PDF page size and print a sample at actual size before the full run. Keep documents and addresses in the supplied order.

  5. Print, prepare and post the pieces. Use Printed & posted on the run only after that work is actually done.

What you should see

The run is recorded as self-printed and posted, and its history is available on the screen.

If something looks wrong

  • Held pieces are absent? Resolve their hold before building a run.
  • A PDF’s size looks wrong? Stop before printing the batch and report the run and template to support.

RELATED WALKTHROUGH

Review, fix and release mail

A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.

Synthetic voice narration. Captions are included in the video; an English caption track is also available.

Read the video transcript

Read the piece status
Review orders shows each house and its current mailing state. Ready to mail, Held, Waiting for your release and Sent to printer each mean something different.

Fix the named hold
Open Queue and Batches. Read the hold reason and follow its fix button. Paying for credits will not fix a missing logo or a design awaiting review.

Release deliberately
Houses pinned during setup wait for your say-so. Select only the houses you intend to mail, review the count and account cost, then confirm the release.

Check what actually happened
Mailed is the history of recorded mailing. It is not proof of delivery to a particular mailbox. Self-print customers must print and post their pieces themselves.

Keep going

Review a property before it mails Understand every mail status Fix a held mailing and return to the house Browse all guides