User Guide Version 8, Created March 25, 2016

Transcription

1 User Guide Version 8, Created March 25, 2016

2 About This Guide ABOUT THIS GUIDE The instructions and descriptions contained in this document were accurate at the time of publishing; however, succeeding products and documents are subject to change without notice. Therefore, Window Book, Inc. assumes no liability for damages incurred directly or indirectly from errors, omissions, or discrepancies between the product and this document. PostalWeb is a registered trademark of Window Book, Inc. Automation Scheduler, edocs Manager Plus and edm10x are trademarks of Window Book, Inc. The following are registered trademarks owned by the United States Postal Service: USPS, Postal Wizard and PostalOne! Mail.dat is a registered trademark of the International Digital Enterprise Alliance, Inc. (IDEAlliance). Windows is a registered trademark of Microsoft Corporation in the United States and/or other countries. Apple, Mac, OS X, iphone, itunes, ipad and Safari are registered trademarks of Apple Inc. in the United States and/or other countries. Google, Google Chrome, Android and Google Store are trademarks of Google Inc. in the United States and/or other countries. Mozilla, and Firefox are registered trademarks of the Mozilla Foundation in the United States and/or other countries. Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other product names are trademarks, registered trademarks, or service marks of their respective owners. Copyright 2016 Window Book, Inc. All rights reserved. All intellectual property rights remain the property of Window Book, Inc. No part of this publication may be reproduced, distributed, modified, displayed, transmitted, stored in a retrieval system, or translated into any human or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the prior written permission of the copyright owner, Window Book, Inc., 300 Franklin Street, Cambridge, MA CONTACT INFORMATION WINDOW BOOK, INC. 300 Franklin Street Cambridge, MA Corporate: Client Services: postalspecialist@windowbook.com Support: techsupport@windowbook.com Fax: On the Web: Page 2 of Window Book, Inc. All Rights Reserved

3 About This Guide REVISION HISTORY This section contains a list of any significant changes that were made from the previously published version of this Guide, including a brief description of the change, the type of change made (i.e. Revision, New, or Deletion), a link to the location in the Guide where the change occurred, and any pertinent details relating to the change. Revision History for Version 7 March 18, 2016 CHANGE TYPE LOCATION IN GUIDE DETAIL Now discusses a Deactivated user attempting to log in. Revision Accessing PostalWeb When a user is deactivated, they will not be allowed to log in and an error page will display. Added Mobile Phone Apps icons. New PostalWeb Apps for Mobile Phones Added reference to new PostalWeb Apps for Mobile Phones icons. Batch Import Request feature removed Deletion Within Edocs menu The Batch Import Request feature has been removed. The Auto Statement Download feature should be used instead. Revised Services screen. Revision Services The Services screen has been revised and re-organized. Added Postage Report feature. New Postage Report Added new Postage Report feature. Added Auto Statement Download feature to the Manage Locations screen. New Manage Locations The Auto Statement Download feature has been added to the Manage Locations screen. This feature replaces the Batch Import Request feature. Change in Mail Owner Display. Revision Mail Owners Each mail owner can be exempted from CSR release by the mailer, allowing the mail owner to receive statements directly rather than having the mailer selectively release each statement. Update numerous screen shots. Revision Throughout Many changes to the webpages have been made for various reasons Window Book, Inc. All Rights Reserved. Page 3 of 163

4 About This Guide Revision History for Version 8 March 24, 2016 CHANGE TYPE LOCATION IN GUIDE DETAIL Major revision of Services screen Revision Services The Services screen has been reorganized in combination with the new ON/OFF buttons. Major revision of Manage Users details screen Revision Manage Users The Manage Users screen has been reorganized in combination with the new ON/OFF buttons. Updated all screen shots to show new ON/OFF buttons Revision Throughout Almost all of the checkboxes on the PostalWeb site have been replaced with larger ON/OFF buttons. Page 4 of Window Book, Inc. All Rights Reserved

5 Table Of Contents TABLE OF CONTENTS ABOUT THIS GUIDE...2 CONTACT INFORMATION... 2 REVISION HISTORY... 3 TABLE OF CONTENTS...5 GETTING STARTED...7 SYMBOLS YOU SHOULD KNOW... 7 PURPOSE... 7 INTRODUCTION... 7 SYSTEM REQUIREMENTS... 8 BECOMING A POSTALWEB USER... 9 LOGGING IN AND CREDENTIALS ACCESSING POSTALWEB RESETTING A PASSWORD RETRIEVING A USER NAME POSTALWEB SITE GENERAL OVERVIEW LAYOUT FUNDAMENTALS SPECIAL FEATURES Setting the Start Page Via the Star Icon Information Icon Getting Started Help Icon Basic Help Icon PostalWeb Apps for Mobile Phones Access to the Apps Available Apps ROLES POSTALWEB SITE MAP INTRODUCTION POSTALWEB SITE My Dashboard My Dashboard My Profile/Member Profile Notifications EDocs Dashboard Window Book, Inc. All Rights Reserved. Page 5 of 163

6 Table Of Contents Statistics Services Postage Statements Manual Statement Postage Report Company Company Info Invite Users Invitations Manage Users Manage CSRs Manage Locations Mail Owners Postage Statements API Credentials Location Location Info Invite Users Invitations Manage Users API Credentials APPENDIX ROLES AND THEIR AVAILABLE OPTIONS APPENDIX TROUBLESHOOTING LOGIN PROBLEMS ERROR DISPLAYS AFTER THE LOGIN BUTTON IS CLICKED Internet Explorer Users Chrome Users FREEZING OR STALLING AFTER THE LOGIN BUTTON IS CLICKED Internet Explorer Users Chrome Users APPENDIX I m not a robot WIDGET DOES NOT APPEAR IN BROWSER Internet Explorer Users Chrome Users Page 6 of Window Book, Inc. All Rights Reserved

7 GETTING STARTED Getting Started SYMBOLS YOU SHOULD KNOW The following symbols appear throughout this document: Where displayed, this Information icon denotes important information regarding the subject matter at hand. The information is intended to provide helpful hints, references to other locations in the document to help further understanding about the current subject-matter, and/or include special requirements pertaining to specific subject-matter. It is important that the information provided be read and thoroughly understood before proceeding. Where displayed, this Troubleshooting icon denotes helpful hints and tips for the subject matter at hand. The information in the troubleshooting tip is intended to provide resolutions for some of the more common issues that can occur during operation. Where displayed, this Attention icon is intended to make the reader take special notice as the information provided is critical in nature to the subject matter at hand. It is not intended to lessen the importance of the information provided with the Information icon noted above; but to bring additional attention in situations of extreme necessity. PURPOSE The purpose of this Guide is to provide information on how to use PostalWeb. This Guide assumes the client-specific PostalWeb site has already been created and communication between it and the Automation Scheduler with MDSM plug-in has been already provisioned (established) if necessary. For instructions on how to create and configure a new, client-specific PostalWeb site, please refer to the PostalWeb Setup Guide, which is available on the Window Book web site at: Registration is required. INTRODUCTION PostalWeb is a new, web-based service from Window Book that gives mail service providers a unique view of their successful and failed PostalOne! submissions for each of their CRID-specific Locations. This information can now be automatically obtained as attachments to s with no additional software necessary. The information may also be obtained as a file transfer via each location s Automation Scheduler s MDSM plug-in, which is part of Window Book s edm10x product system, which must be used by the mailer for this delivery method. Using PostalWeb, mailers can subscribe to or sign up for the automated delivery of finalized PostalOne! postage statements containing their underlying data in PDF and/or XML file formats. The mailer can 2016 Window Book, Inc. All Rights Reserved. Page 7 of 163

8 Getting Started subscribe to receive one or both file types; however, the use of the XML file type allows the mailer to import these statement files into accounting applications. PostalWeb mobile apps are also available. Please see the PostalWeb Apps for Mobile Phones section for more information. SYSTEM REQUIREMENTS SCREEN RESOLUTION Minimum 1280 x 800 or higher. WINDOWS REQUIREMENTS Workstation Operating Systems: Windows 7 Professional and newer; Window Book support for Windows XP and Server 2003 products ended August 1, In addition, as of March 2016, Window Book s software applications (i.e. first time installs and ongoing updates) will no longer install on systems running these products. If any of these products are detected during the installation process, the installation and/or update will terminate. Server Operating Systems: Windows Server 2008; and Windows Server Processor: 1 GHz (x86); 1.4 GHz (x64); or 2GHz (or faster) recommended. RAM: 512MB minimum; 2GB (or more) recommended. Browser: The latest versions of Internet Explorer, Firefox, Google Chrome, or any modern browser available for supported operating systems, including the latest mobile browsers. APPLE MAC REQUIREMENTS Operating System: Apple Mac OS X or above. Processor: Intel Core Duo 1.83 GHz (or faster). Browser: Latest versions of Chrome, Firefox or Safari (including the mobile browser Safari ios 8). Users who wish to view PDF documents must have an appropriate PDF reader installed on their computer and/or as a browser plug-in. Page 8 of Window Book, Inc. All Rights Reserved

9 Getting Started BECOMING A POSTALWEB USER The following is a summary of the process of becoming a PostalWeb user. A detailed description of the process is located in the PostalWeb Setup Guide, specifically the New User Sign-up section. The PostalWeb Setup Guide is available on the Window Book web site at: Registration is required. To become a user of a PostalWeb site, the new user must be invited to join by an existing user of the PostalWeb site. The invitation is in the form of an sent to the new user, and contains a link. When the new user clicks the link, a browser is launched and an Invitation Account Setup web page is displayed, a partial image of which is shown below: The new user then completes the form, and in the process creates a unique User Name and Password for future access to the PostalWeb site. After the new user completes the account setup and agrees to the terms, the mailer s PostalWeb login page is displayed. Upon logging in for the first time using the credentials created earlier, the new user is prompted to complete their Member Profile. Upon completion of the Member Profile, the new user is able to use the PostalWeb site Window Book, Inc. All Rights Reserved. Page 9 of 163

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11 LOGGING IN AND CREDENTIALS Logging In And Credentials ACCESSING POSTALWEB To access their company-specific PostalWeb site, an employee must have the following information: Company-specific URL; and Login credentials (i.e. User Name and Password). This information is obtained when an employee is invited to participate in PostalWeb and they successfully complete the Invitation Account Setup. The company-specific URL refers to the PostalWeb site with the company name as a sub-domain (a prefix to the postalweb.net address). For example, if the company the user is associated with is named PW Example, Inc., the company-specific URL for PostalWeb might be pwexample.postalweb.net. To log in to the PostalWeb site, do the following: 1. Open a web browser and navigate to the company-specific PostalWeb.net website: 2016 Window Book, Inc. All Rights Reserved. Page 11 of 163

12 Logging In And Credentials 2. When the Login Information screen is displayed, enter the user name. The user name is not case sensitive: 3. Enter the password. The password is case sensitive; 4. Select (click) the Remember Me? checkbox to be able to be logged back in to the PostalWeb site automatically without having to re-enter the login credentials if the browser is closed after logging in: Page 12 of Window Book, Inc. All Rights Reserved

13 Logging In And Credentials After selecting the Remember Me? checkbox, a warning will appear: The Remember Me? selection will cause the login information to be stored on the computer used to log in from and should not be selected if on a shared or public computer. The Remember Me? selection will only function properly if the browser is set to accept cookies. Users should defer to their own company s policies regarding security and browser settings. Asterisks indicate required fields throughout the PostalWeb site. 5. After the login information has been entered click the Log In button: 2016 Window Book, Inc. All Rights Reserved. Page 13 of 163

14 Logging In And Credentials If the credentials used to log in are accepted, the My Dashboard screen is displayed, or the screen designated as the Start Page ( see Special Features, specifically Setting The Start Page Via The Star Icon), and the user may start using their company s PostalWeb site: Page 14 of Window Book, Inc. All Rights Reserved

15 Logging In And Credentials If after clicking the Log In button, an error message appears to the effect that The user name or password provided is incorrect, carefully re-type the user name and password and click the Log In button again. If the error message repeats, use the Forgot your Password? and/or the Forgot your User Name? links: Seven consecutive failed logins due to an incorrect password (but using a correct user name) will cause the account associated with the user name to become locked for 30 minutes. After at least 30 minutes have passed, attempt the login again: 2016 Window Book, Inc. All Rights Reserved. Page 15 of 163

16 Logging In And Credentials If after clicking the Log In button, a page displays to the effect that the user s access has been denied, the user has likely been de-activated. In this case, the user must contact a PostalWeb user assigned an administrator role to have the account activated: If other errors persist or the log in process appears to stall, see Appendix 2 Troubleshooting Login Problems. Page 16 of Window Book, Inc. All Rights Reserved

17 Logging In And Credentials RESETTING A PASSWORD The user must already have an existing account with the PostalWeb site to use this process. If a user is unable to recall their password, they can reset their existing password by clicking the link provided on the Login Information page Forgot your Password? : Clicking this link will start a process to reset the existing password. Upon successful completion of the process, the user s present password will be deleted and a new password will be assigned to the user by the website. The newly created password will be sent in an to the address listed in the user s Member Profile Window Book, Inc. All Rights Reserved. Page 17 of 163

18 Logging In And Credentials After the user clicks the Forgot your Password link, a new page will display, and the process of resetting the password will begin: 1. Enter User Name or ( ). To verify the identity of the person attempting to reset their password, the user must first enter either their User Name, which is not case sensitive, or their address. If entering an address, it must be the same address listed in the Member Profile for the account; 2. Complete the I m not a robot widget by clicking in the white square ( ) and selecting the required pictures or entering the required text. The I m not a robot has been successfully completed when a green check mark appears in place of the box: If the I m not a robot does not appear in the browser, consult Appendix 3, I m not a robot WIDGET DOES NOT APPEAR IN BROWSER. 3. After entering the user information, click the Next button; If there is no account on file with the entered User Name or address, an error will be displayed and the user will have to restart the process. Page 18 of Window Book, Inc. All Rights Reserved

19 Logging In And Credentials 4. Enter the answer to the security question. The user must enter the answer to the Security Question, which is provided as a prompt on the screen. The answer entered here must be the same answer entered to the Security Question when completing the Invitation Account Setup form when initially signing up to access the PostalWeb system. The answer is not case sensitive: 5. Click the Reset Password button. The password will be reset to a new password, and an containing the new password will be sent to the address listed in the Member Profile; If the answer entered is incorrect an error will be displayed and the user will have to start the process over. 6. After receiving the and retrieving the newly created password, it can be used immediately to access the PostalWeb site. It is recommended to change the temporary password as soon as possible Window Book, Inc. All Rights Reserved. Page 19 of 163

20 Logging In And Credentials RETRIEVING A USER NAME The user must already have an existing account with the PostalWeb site to use this process. If a user is unable to recall their User Name they can click the link provided on the login page Forgot your User Name? : Clicking this link will start a process to send an message containing the user s existing User Name. The existing User Name will not be changed. Upon clicking the Forgot User name? link the Retrieve User Name page is displayed: 1. Enter the Address ( ). Use the same address listed in the Member Profile on the PostalWeb site account; Page 20 of Window Book, Inc. All Rights Reserved

21 Logging In And Credentials 2. Complete the I m not a robot widget by clicking in the white square ( ) and selecting the required pictures or entering the required text. The I m not a robot has been successfully completed when a green check mark appears in place of the box: If the I m not a robot does not appear in the browser, consult Appendix 3, I m not a robot WIDGET DOES NOT APPEAR IN BROWSER. 3. Click the Next button; If there is no account on file with the entered User Name or address, an error will be displayed and the user will have to restart the process. 4. Enter the answer to the security question. The answer entered must be the same answer entered to the Security Question when completing the Invitation Account Setup form at the initial PostalWeb signup. The answer is not case sensitive: 5. Click the Retrieve User Name button. An will be sent to the address listed in the Member Profile for the account. The User Name information will be contained within the . If the answer entered is incorrect an error will be displayed and the user will have to start the process over Window Book, Inc. All Rights Reserved. Page 21 of 163

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23 PostalWeb Site General Overview POSTALWEB SITE GENERAL OVERVIEW LAYOUT FUNDAMENTALS The PostalWeb pages are organized into three main regions: Top Menu: The top menu shows the main categories available. Depending on the role assigned to the user, not all of the categories shown in the example will be visible; Side Menu (shown below in the expanded state): The side menu is typically a sub-menu of the main category selected. In its collapsed state, the side menu uses a menu icon To expand the side menu, click the menu icon : to denote its presence. Data (body): The general information area for the main category and/or selected side menu Window Book, Inc. All Rights Reserved. Page 23 of 163

24 PostalWeb Site General Overview SPECIAL FEATURES Note the Star icon ( ), the Information icon ( ), the Getting Started help Icon ( ), and the basic help icon ( ) as shown below: Setting the Start Page Via the Star Icon The star icon is used to set the Start Page, i.e. the first page displayed immediately upon logging into the PostalWeb site: The default Start Page is the My Dashboard category with My Dashboard screen displayed. The star icon will show as solid black ( otherwise the star icon will be displayed as a blue outline ( ). To set the Start Page : ) when the currently displayed page is the Start Page ; 1. Navigate to the web page that is desired to be displayed first when logging in to the PostalWeb site; 2. If the star icon is solid black ( ), the page is already set as the Start Page and no further action is necessary; Page 24 of Window Book, Inc. All Rights Reserved

25 PostalWeb Site General Overview 3. If the star icon is displayed as a blue outline ( ), then click the Star icon to set the Start Page ; 4. The star will change from a blue outline to solid black; 5. A confirmation message will appear: The new setting may not become effective immediately depending on the web browser being used; it will be effective the next time the user logs in. Information Icon The Information icon on the upper right side of the screen, when clicked, displays a list of the three most recent Notifications in the upper right corner of the web page. Notifications consist of messages from Window Book concerning new software releases, system status changes, etc.: 2016 Window Book, Inc. All Rights Reserved. Page 25 of 163

26 PostalWeb Site General Overview For a complete list of notifications, see the Notifications side menu selection within the My Dashboard category: Notifications will also be ed to the Primary address listed in the user s Member Profile. Getting Started Help Icon The Getting Started help icon ( pages: ) is always located in the upper right-hand corner of all PostalWeb Page 26 of Window Book, Inc. All Rights Reserved

27 PostalWeb Site General Overview Clicking this icon will immediately display the Getting Started with PostalWeb page: The page previously displayed may be returned to by clicking the back button on the browser. The Getting Started with PostalWeb page contains colored areas (referred to in the Guide as tiles ) that, when clicked on, link to important Postalweb features, PostalWeb site tours, and a link to the online PostalWeb User Guide. Statement Batch Import: While this is currently displayed on the Getting Started with PostalWeb page, this feature has been removed and as a result clicking this tile has no effect; Get your API Keys: Immediately displays the Manage API Credentials page; Invite Additional Users: Immediately displays the Invite Users page (Administrator and Location Manager roles only); Additional Services: Immediately displays the Services page (Administrator role only); PostalWeb Tours: Immediately displays the PostalWeb Application Tours page, which contains tiles that, when clicked on, starts a tour of selected areas of the PostalWeb site: o o Navigation Tour: Introduces the basic elements of PostalWeb that are available on all pages; Dashboard Tour: Introduces the summary dashboard; 2016 Window Book, Inc. All Rights Reserved. Page 27 of 163

28 PostalWeb Site General Overview o Profile Tour: Introduces the components of the Member Profile pages. PostalWeb User Guide: Direct link to the online PostalWeb User Guide, which is also available on the Window Book web site at: Registration is required. Basic Help Icon Basic Help Icons ( ) are placed at various locations on the PostalWeb site. When the mouse cursor hovers over a help icon, a box will be displayed containing a short description of the associated setting and its purpose: PostalWeb Apps for Mobile Phones Window Book offers PostalWeb mobile phone apps for the Apple and Android platforms. Access to the Apps The apps for each platform may be accessed by clicking their respective icons near the top of all PostalWeb web pages: Page 28 of Window Book, Inc. All Rights Reserved

29 PostalWeb Site General Overview The App Store icon ( ), when clicked, will open a new web page on the itunes app store. PostalWeb apps are available for the iphone and ipad : 2016 Window Book, Inc. All Rights Reserved. Page 29 of 163

30 PostalWeb Site General Overview The Android icon ( ), when clicked, will open a new web page on the Google Play store: Page 30 of Window Book, Inc. All Rights Reserved

31 PostalWeb Site General Overview Available Apps PostalWeb Executive Dashboard The PostalWeb Executive Dashboard mobile app helps managers view the status of Mail.dat files submitted to PostalOne!. It also provides statistics on these submissions as well as postage summaries for date ranges requested by the user: 2016 Window Book, Inc. All Rights Reserved. Page 31 of 163

32 PostalWeb Site General Overview PostalWeb OPS The PostalWeb OPS mobile app notifies mailers using Window Book s PostalWeb website when new postage statements have been retrieved from the PostalOne! website: Page 32 of Window Book, Inc. All Rights Reserved

33 PostalWeb Site General Overview ROLES All users of a PostalWeb site are assigned a role. A role can be thought of as a permissions level. When a person is invited to become a PostalWeb user (see Becoming a PostalWeb User), they are assigned a role by the site Administrator or Location Manager at the time the invitation is made. Their role can be changed at a later date by the appropriate personnel. The following is a list of the available roles and an explanation of each role: Administrator or Company Administrator has full access to the entire site and should be assigned with great care. Administrators can assign any role; IT Personnel has minimal access, similar to a user, but is intended for the purpose of targeting system messages such as critical updates to client software, for example; Location Manager or Company Location Manager has less access than an Administrator but has wide overall rights and is the only role besides an Administrator that can invite new users. Generally has control over all Locations and Location Users. Can only assign roles of Location Manager and Location User ; Location User or Company Location User has minimal access and is generally under the control of the Location Manager (and Administrator as well). Can access data from multiple locations as assigned by the Location Manager or site Administrator; Company CSR is a role designed specifically for a Customer Service Representative of the mailer. Intended to give the mailer control over releasing statements to mail owners. User or Company User typically only receives automated communications such as ed statements and confirmation pages but does not normally access PostalWeb s EDocs dashboards. The term user is used throughout this document as a general name for any member of a PostalWeb site, not as the specific role level of User or Company User. Features available for the various roles are shown in APPENDIX Window Book, Inc. All Rights Reserved. Page 33 of 163

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35 POSTALWEB SITE MAP INTRODUCTION This section on PostalWeb organization is structured to be essentially a site map of the PostalWeb site to aid the user in navigation. Not all roles have the required permissions to view all categories and sub-categories. As an example, a PostalWeb user with the role of Location User is not able to view either the Company main category nor the Location main category, even though those categories are shown in this Guide. These limitations will be noted in each section. The PostalWeb site described here is that part of the site that is exposed after an existing user has properly logged in. For instructions referring to the registration of a new PostalWeb site, sign-up of a new user, or setup and configuration of a PostalWeb site, please refer to the PostalWeb Setup Guide, which is available on the Window Book web site at: Registration is required Window Book, Inc. All Rights Reserved. Page 35 of 163

36 POSTALWEB SITE My Dashboard Role Access: ALL This category generally contains information about the individual PostalWeb user, such as contacts and log in credentials: Clicking the My Dashboard side menu icon exposes the side menu: The options within the My Dashboard category are: My Dashboard; My Profile / Member Profile; and Notifications. Page 36 of Window Book, Inc. All Rights Reserved

37 My Dashboard Role Access: ALL The My Dashboard screen shows the EDocs Production history of submissions (blue in color), received UPD documents (yellow in color) and received FIN statements (green in color) for a 3 week period: 2016 Window Book, Inc. All Rights Reserved. Page 37 of 163

38 Click the Show button to reveal the filters: Start Date: The date shown is the LAST date of the jobs to be displayed (inclusive). Only jobs with dates previous to the date shown will be displayed. Jobs with dates after the date displayed will NOT be shown; Location*: Used to filter by a single location or all locations if desired. Any time the Start Date or Location settings are changed, the Refresh button must be clicked to update the displayed data. The Refresh button will turn blue in color when the displayed data is stale and the Refresh button needs to be clicked. The Reset button will reset the filter settings to their default settings. Clicking the Hide button will hide the filter settings. Page 38 of Window Book, Inc. All Rights Reserved

39 My Profile/Member Profile Role Access: ALL When My Profile is selected, the My Dashboard heading at the side menu changes to Member Profile and a new side menu with Member Profile -specific options becomes available. The Member Profile options all center around the user s personal profile and security credentials. This is the only sub-category where the heading on the side menu changes and does not reflect a top menu heading. After selecting the menu option My Profile, a new screen is displayed with Member Profile shown as the new side menu heading: 2016 Window Book, Inc. All Rights Reserved. Page 39 of 163

40 Clicking the Member Profile side-menu icon expands the side menu and shows the options specific to Member Profile : The options within the Member Profile side menu are: Personal Info; Change Password; Security Question; API Credentials; Manage Subscriptions ; and My Dashboard. Page 40 of Window Book, Inc. All Rights Reserved

41 Personal Info Role Access: ALL Allows the user to enter or edit contact information. The Personal Information screen can be displayed by either: Clicking the My Profile side menu option when My Dashboard is displayed as the side menu heading; Clicking the Personal Info side menu option if the Member Profile heading is displayed: Personal Information The following are the contents of the Personal Information screen (required fields are denoted with an asterisk * ): 2016 Window Book, Inc. All Rights Reserved. Page 41 of 163

42 First Name*: First name of user; Last Name*: Last name of user; Middle Name: Middle name or initial of user; Nickname: A custom, substitute name the user prefers to be referred to; Company: Typically the name of the user s employer; Primary *: The user s primary company address. This address is used for various communications purposes, including system notifications and verification of identity; It is important to enter a valid, functioning address. If the user forgets their password or User Name, the information needed to resume using the account will be sent to this address. Contact Info To select the Contact Info screen, place the mouse cursor on the rectangle that contains the Contact Info text and click it: Page 42 of Window Book, Inc. All Rights Reserved

43 After clicking the Contact Info text, a new page will open to display the items on the Contact Info screen: Home Phone: The user s home phone number; Work Phone: The user s work phone number; Other Phone: A secondary phone if available; Mobile Phone: The user s mobile cell phone if available; Use Mobile Messaging: Select this option if the user desires to receive text messages via their mobile phone. Click the button graphic to toggle between ON ( ) and OFF ( ). Mailing Address To select the Mailing Address screen, place the mouse cursor on the rectangle that contains the Mailing Address text and click it: 2016 Window Book, Inc. All Rights Reserved. Page 43 of 163

44 After clicking the Mailing Address text, a new page will open to display the items on the Mailing Address screen: The address entered here should be the address of the company location where the user is currently working at. This information is used to send correspondence, statements, etc. Country: Select the country the Company resides in using the pull-down menu; either United States or Canada. This selection changes the display of some of the other entries noted below; Line 1*: Street Address of the company; Line 2: Secondary street address, if necessary; City*: The city of the company s location; Mailing & Billing are the same*: If the mailing and billing address are the same, set this option to ON. When set to ON, the mailing information entered on this screen will be copied to the Billing Address screen (refer to Billing Address). Click the button graphic to toggle between ON ( ) and OFF ( ); Page 44 of Window Book, Inc. All Rights Reserved

45 If the country selected earlier is United States, the following fields are displayed: State*: Select the State from the pull-down menu; ZIP Code*: The base 5-digit ZIP Code of the company location; If the country selected earlier is Canada, the following fields are displayed: 2016 Window Book, Inc. All Rights Reserved. Page 45 of 163

46 Province*: Select the Canadian province the Company resides in from the pull-down menu selection; Postal Code*: The Canadian postal code the Company resides in. Billing Address To select the Billing Address screen, place the mouse cursor on the rectangle that contains the Billing Address text and click it: After clicking the Billing Address text, a new page will open to display the items on the Billing Address screen: Line 1, Line 2, City; State and ZIP Code (for US) or Province and Postal Code (for Canada): The company address to send billings to. The address entered here should be the address of the location that billables, statements, etc. should be sent to. Page 46 of Window Book, Inc. All Rights Reserved

47 When changing the Billing Address, the Mailing & Billing are the same option should be set to OFF. When all items have been entered or edited in the Personal Information screens, the user must click the Done button for the changes to take effect: A confirmation message will display: Navigating away from the Personal Information screens before clicking the Done button will cancel any changes that have been made Window Book, Inc. All Rights Reserved. Page 47 of 163

48 Change Password Role Access: ALL Allows the user to change the password used for accessing their PostalWeb site: The following are the contents of the Change Password screen: Current Password*: Enter the current password assigned to this account; New Password*: Create and enter a password of your choosing. The password must be: o At least 7 characters long; and o Must contain a "special character" (i.e. ~ # $ % ^ & * ( ) _ + - = \ [ ] { } ; ' :,. < > /?); o As the new password is entered, a Password Strength meter will be displayed and show the approximate strength of the password: Page 48 of Window Book, Inc. All Rights Reserved

49 Confirm Password: The password entered here must match exactly the password entered in the New Password field. When finished, the user must click the Done button to implement the new password. A confirmation message will display: Navigating away from the Change Password screen before clicking the Done button first will cancel any changes that have been made and the new password will not be implemented. Security Question Role Access: ALL Allows the user to change the Security Question or the answer to a Security Question. The Security Question is used when the user asks to have their password reset via the Forgot Your Password or via the Forgot Your User Name links on the login screen (refer to Resetting a Password and/or Retrieving a User Name). The user must know the security answer to complete these requests: 2016 Window Book, Inc. All Rights Reserved. Page 49 of 163

50 The following are the contents of the Change Question screen: Current Password*: In order to change the Security Question or Security Answer, the correct password for the account must be entered; Security Question*: Clicking the Security Question drop down will expose numerous questions. One of the questions must to be chosen to enter an answer to; Security Answer*: The answer given can be any type text of any length but the user needs to remember the answer for future use as described above; Confirm Answer*: The Confirm Answer entry must match the Security Answer exactly, including the upper and lower case used in the Security Answer. When finished configuring the new Security Answer click the Done button. A confirmation message will display: Navigating away from the Change Question screen before clicking the Done button will cancel any changes that have been made, and the new Security Question and/or Security Answer will not be implemented. Page 50 of Window Book, Inc. All Rights Reserved

51 API Credentials Role Access: ALL Allows the user to view their assigned API Credentials: To access the API Key, click the Show API Key button. Do NOT click the Generate New API Credentials button! 2016 Window Book, Inc. All Rights Reserved. Page 51 of 163

52 Manage Subscriptions Role Access: ALL The Manage Subscriptions section allows the user to manage subscriptions and notifications authorized for them by a site Administrator: PostalWeb System Notices: Allows the user to enable ( ON ) or disable ( OFF ) notices relating to their PostalWeb site s system status. This includes notifications via the Notifications screen within the My Dashboards category and via . Click the button graphic to toggle between ON ( ) and OFF ( ). After making the desired changes, click the Update button. A confirmation message will display: Page 52 of Window Book, Inc. All Rights Reserved

53 My Dashboard Role Access: ALL Navigates back to the original My Dashboard screen (refer to My Dashboard above): Notifications Role Access: ALL The Notifications screen shows a list of summaries of all the notifications to date: 2016 Window Book, Inc. All Rights Reserved. Page 53 of 163

54 Clicking any of the summary line item tiles displays a new screen containing the detail for that specific notification: When finished viewing, click the cancel icon ( ) to go back to the main Notification screen: Notifications will also be ed to the Primary address listed in the user s Member Profile. Page 54 of Window Book, Inc. All Rights Reserved

55 EDocs Role Access: ALL (except Services and Manual Statement ). The EDocs screen is the main viewing area for jobs, statistics, postage statements, etc. The EDocs category is only available when the user is authorized to use the EDocs application via the Manage Users option, or at the time an invitation is sent. Clicking the EDocs side menu icon exposes the side menu contents: Within the EDocs side menu are the following options: Dashboard; Statistics; Services; Postage Statements; Manual Statement; and Postage Report Window Book, Inc. All Rights Reserved. Page 55 of 163

56 When the EDocs category is selected, a telephone icon ( categories at the top of the web page. ) is displayed to the right of the listed For users with an Administrator role: For users with a Location Manager role: For users with all other roles: Page 56 of Window Book, Inc. All Rights Reserved

57 Clicking the telephone icon displays a list of available Company Managers and Location Managers: Dashboard Role Access: ALL The Dashboard screen is displayed immediately after clicking the EDocs top menu selection or by selecting the Dashboard option on the side menu: 2016 Window Book, Inc. All Rights Reserved. Page 57 of 163

58 The Dashboard screen displays a filtered list of jobs submitted to PostalOne! that PostalOne! has responded to. In addition to the list of jobs and the list filters, just below the EDocs side menu icon is a line of text, either red or green in color, that alternates every 30 seconds between the latest submission to PostalOne! and the latest receipt from PostalOne!: The jobs are displayed in order of PostalOne! processing time, with the most recently processed job displayed first in the list. The jobs that are shown in the list can be selectively filtered. To display the possible filters, click the Show button: Page 58 of Window Book, Inc. All Rights Reserved

59 The available filters will be shown: Start Date: The date shown is the LAST date of the jobs to be displayed (inclusive). Only jobs with dates previous to the date shown will be displayed. Jobs with dates after the date displayed will NOT be shown. This filter is not used if the Job ID or Job No is used as a filter; The Start Date value is limited to the previous 90 days. Job ID: Filters on a Job ID. Entering the entire Job ID string is not necessary; it is only necessary to enter as many leading characters as needed to filter the list as desired. Multiple jobs may be displayed if the entire Job ID is not entered. The Start Date is not used as a filter when this field is used; Job Number: Filters on a Job Number. Entering the entire Job Number is not necessary; it is only necessary to enter as many leading characters as needed to filter the list as desired. Multiple jobs may be displayed if the entire Job ID is not entered. The Start Date is not used as a filter when this field is used; Any leading zeros must also be entered. Location*: Used to filter by a single location if desired. This filter is always used in combination with the other filters. Users assigned an Administrator role will be able to select any or all locations. Mail Owner: Used to filter by a specific mail owner. This is a pull down list that is automatically populated as the PostalWeb service processes statements. Permit Number: Used to filter displayed jobs by the permit number used. Any time a filter is changed, the Refresh button must be clicked to update the displayed jobs. The Refresh button will turn blue in color when the displayed data is stale and the Refresh button needs to be clicked Window Book, Inc. All Rights Reserved. Page 59 of 163

60 Click the Reset button to reset the filters to their default settings: The filter settings may be hidden again by clicking the Hide button. The items listed for each job line item are: Job ID/Job No: Shows the Job ID and Job No. associated with the Mail.dat file(s); Copies/Pct Mailed: Copies are the total piece count / the percent mailed. The percent mailed is based on the number of pieces in ready to pay containers that have been successfully submitted to PostalOne!, but not necessarily finalized; Status: The summary of the status of the job as a whole. Since a single job may consist of multiple Mail.dat files, the Mail.dat files may be in different states as processing continues. Therefore, this is a rough status indicator. The possible status values are: o o o Submitted; Partially Finalized; Finalized. Location: One of the locations previously defined in the Manage Locations screen; Job Name: A free-form description of the job. Page 60 of Window Book, Inc. All Rights Reserved

61 The job(s) listed on the dashboard are summaries of the total process. The details of each job can be viewed by single-clicking anywhere on the colored tiles of the line item: The detail screen shows all Mail.dat files associated with the job and their individual status: 2016 Window Book, Inc. All Rights Reserved. Page 61 of 163

62 The upper area is a copy of the summary shown in the main job list: The lower portion shows the details of each Mail.dat file associated with the job: In the example above there are two Mail.dat files associated with the job; each one is shown. For each Mail.dat file, the following data is shown: MD File: The name of the Mail.dat file; Paid/Spld: The number of pieces that were paid for / the number of pieces that were spoiled; Date: The date of the last event; and Message: The activity that happened at the last event. For each event as the Mail.dat is processed, the following is shown: Event: The name of the event that took place. The possible events are: o Accepted; Page 62 of Window Book, Inc. All Rights Reserved

63 o Validated; o Generated; and o Finalized. Pieces: The number of pieces involved in the event; Postage: The total amount of postage for the event; and Date: The date and time of the event. If the job has been finalized, there is usually a downloadable postage statement in PDF form along with the Postage Statement ID (PS ID) shown: Clicking the FIN button icon ( ) will retrieve the postage statement in PDF format and download it to the computer. Statistics Role Access: ALL The Statistics page is displayed by clicking the Statistics text on the side menu: 2016 Window Book, Inc. All Rights Reserved. Page 63 of 163

64 The Statistics page displays totals for a user-defined period of time, for a particular location (or all locations). The results can be exported to an Excel format spreadsheet. The jobs that are compiled for the Statistics display can be selectively filtered by date and location. To display the filters, click the Show button: The available filters will be shown: Start Date: The first date that is to be included in the statistics display; End Date: The last date that is to be included in the statistics display; and Location*: The single location to use to gather the statistics from, or All locations. The Location selection will not be displayed when the user is only assigned a single location. Users assigned Administrator roles will always be able to select any or all locations. Page 64 of Window Book, Inc. All Rights Reserved

65 After the Start Date, End Date or Location settings are changed, the Refresh button must be clicked to update the displayed statistics. The Refresh button will turn blue in color when the displayed data is stale and the Refresh button needs to be clicked. The data displayed on the Statistics screen are the following: In the Statistics section: From: The starting date to gather the statistics from (inclusive); Thru: The ending date to gather the statistics to (inclusive); Location: The Location to use (a single location or all locations); Total Jobs: The total number of jobs that were included in the statistics based on the settings; Total Pay Files: The total number of files that included a postage; Total Pieces: The total number of pieces included in the statistics; Total Postage: The dollar amount of postage for the period and location(s) specified; Total UPD Statements: The total number of UPD (USPS Processing Due) statements for the period and location(s) specified; Total Finalized Statements: The total number of Finalized statements for the period and location(s) specified; Total Canceled Statements: The total canceled statements for the period and location(s) specified; and Total Reversed Statements: The total reversed statements for the period and location(s) specified Window Book, Inc. All Rights Reserved. Page 65 of 163

66 The Deliveries section, located below the Statistics section of the Statistics screen shows the total s and File Transfers that were delivered for the period and location specified, broken down into the type of statement and file: The Export to Excel button can be used to save the statistics in an Excel spreadsheet format. The basic contents of the spreadsheet are the same as the data shown on the display. This can be useful to compile reports with minimal effort. To export the statistics to an Excel spreadsheet, perform the following: 1. Set the Start Date, End Date and Location settings as desired; 2. Click the Refresh button to make sure the data is updated to the current settings; 3. Click the Export to Excel button: 4. If prompted to Open or Save the file, select the option to Save it : Page 66 of Window Book, Inc. All Rights Reserved

67 The statistics will be saved in the Excel spreadsheet format with an.xls suffix. Shown below is an example of a spreadsheet generated from the Statistics screen shown above: Services Role Access: Administrator The Services page is displayed by selecting the Services option from the Edocs side menu: The Services screen shows the subscription services available. Services are in the form of automatic delivery of electronic statements, either to a pre-designated file folder or via as an attachment. The statements can be in the form of PDF or XML format. The subscription services currently available (as of March 2016) are: FIN Statement PDF o Finalized Postage Statement PDF via Automatically delivers a PostalOne! finalized postage statement in PDF format as an attachment to an message after the statement is finalized in PostalOne!; 2016 Window Book, Inc. All Rights Reserved. Page 67 of 163

68 o o o Finalized Postage Statement PDF via Transfer : Automatically delivers a PostalOne! finalized postage statement in PDF format to a pre-designated network folder location after the statement is finalized in PostalOne!; Finalized Postage Statement PDF via Transfer for CSR Feature: Automatically delivers a PostalOne! finalized postage statement in PDF format to a pre-designated network folder location after the statement is finalized in PostalOne!. This statement is transferred directly to the responsible CSR as soon as the statement is finalized; Finalized Postal Wizard Statement in PDF via Automatically delivers a PostalOne! finalized Postal Wizard statement in PDF format as an attachment to an message after the statement is finalized in PostalOne!; FIN Statement Data XML o o o Finalized Postage Statement XML via Automatically delivers a PostalOne! finalized postage statement in XML format as an attachment to an message after the statement is finalized in PostalOne!; Finalized Postage Statement XML via Transfer: Automatically delivers a PostalOne! finalized postage statement in XML format to a pre-designated network folder location after the statement is finalized in PostalOne!; Finalized Postal Wizard Statement in XML via Automatically delivers a PostalOne! finalized Postal Wizard statement in XML format as an attachment to an message after the statement is finalized in PostalOne!; UPD Documents PDF o o 3 rd Party o USPS Processing Due Documents PDF via USPS Processing Due document will be automatically delivered as a PDF attachment via an message; USPS Processing Due Documents PDF via Transfer: USPS Processing Due document will be automatically delivered in XML format to a pre-designated network folder location; Midnight Finalized Postage Statement Transfer: Sends finalized PostalOne! postage statement data to Virtual Systems Midnight Print and Mail Management System. For more information refer to: If a file transfer service is subscribed to, additional configuration of PostalWeb-related software may be necessary. Page 68 of Window Book, Inc. All Rights Reserved

69 A list of available services will display along with a corresponding ON/OFF button for each: Clicking the ON/OFF button graphic toggles between subscribed ( ON ) and un-subscribed ( OFF ) actions. Clicking the button so that ON ( ) is displayed will begin the subscription for that service. Clicking the button so that OFF ( ) is displayed will un-subscribe from that service. When a subscription is turned on, a confirmation message will display: 2016 Window Book, Inc. All Rights Reserved. Page 69 of 163

70 Turning off the subscription displays a Confirm dialog box asking the user to confirm that they wish to un-subscribe: Click the No button to cancel the un-subscribe process; Click the Yes button to continue the un-subscribe process. A confirmation message will display confirming the un-subscribe was successful: After subscribing to a service or services in the Services screen, each user intended to use the service(s) must be assigned the edocs application. This can be accomplished at the time of their invitation, or at the Manage Users settings in the Company category. In addition, each user may be selectively chosen to receive the individual service(s) subscribed to. If a statement transfer service is subscribed to, additional configuration is necessary in Window Book s Automation Scheduler s MDSM plug-in. A description of the configuration procedure is located in the PostalWeb Setup Guide, specifically the Folder Creation For Statement Delivery Service section. The PostalWeb Setup Guide is available on the Window Book web site at: Registration is required. If a statement service is subscribed to, the requested file will be delivered as an attachment to the address shown in the user's Member Profile. Page 70 of Window Book, Inc. All Rights Reserved

71 Postage Statements Role Access: ALL The Postage Statements screen is displayed by selecting the Postage Statements option from the EDocs side menu: The Postage Statements screen displays the postage statements that have been generated by PostalOne!. The screen displays postage statements based on the filter settings. In addition to the list of postage statements, just below the EDocs side menu icon is a line of text, either red or green in color, that alternates every 30 seconds between the latest submission to PostalOne! and the latest receipt from PostalOne!: 2016 Window Book, Inc. All Rights Reserved. Page 71 of 163

72 The postage statements shown in the list are selectively filtered. To display the possible filters, click the Show button: The following are the possible filters: Start Date: The date shown is the LAST date of the statements to be displayed (inclusive). Only statements with dates previous to the date shown will be displayed. Statements with dates after the date displayed will NOT be shown. This filter is not used if the Job ID, Job No or PS ID is used as a filter; The Start Date value is limited to the previous 90 days. Job ID: Filters on a Job ID. Entering the entire Job ID string is not necessary; it is only necessary to enter as many leading characters as needed to filter the list as desired. Multiple statements may be displayed if the entire Job ID is not entered. The Start Date is not used as a filter when this field is used; Page 72 of Window Book, Inc. All Rights Reserved

73 Job No: Filters on a Job Number. Entering the entire Job Number string is not necessary; it is only necessary to enter as many leading characters as needed to filter the list as desired. Multiple statements may be displayed if the entire Job Number is not entered. The Start Date is not used as a filter when this field is used; Any leading zeros must also be entered. PS ID: Filters on a Postage Statement Identification number (PS ID). Entering the entire PS ID string is not necessary; it is only necessary to enter as many leading characters as needed to filter the list as desired. Multiple statements may be displayed if the entire PS ID is not entered. The Start Date is not used as a filter when this field is used; Location*: This filter is always used. All locations or a specific location may be selected, depending on the locations assigned to the user; The Location selection will not be displayed when the user is assigned only a single location. Users assigned Administrator roles will always be able to select any or all locations. Permit Number: Used to filter displayed jobs by the permit number used; Mail Owner: Used to filter by a specific mail owner. This is a pull down list that is automatically populated as the PostalWeb system processes statements. Any time a filter is changed, the Refresh button must be clicked to update the displayed jobs. The Refresh button will turn blue in color when the displayed data is stale and the Refresh button needs to be clicked. The items listed for each individual postage statement are as follows: Job ID/Job No.: The Job ID and Job No. associated with this postage statement; Location: The location where the submission originated from; Pieces/Postage: The number of pieces mailed / the amount of postage paid; Paid/Mailed: The date and time payment of postage was made / date the pieces were mailed; Mail Owner: The name of the mail owner Window Book, Inc. All Rights Reserved. Page 73 of 163

74 To view or download a PDF version of a specific postage statement, click the corresponding FIN button ( ). Clicking the FIN button will download the postage statement as a PDF file or display the document in the browser, providing the browser has a PDF reader installed as a plug-in. Also displayed is the associated Postage Statement ID (PS ID) as well as the permit number: The postage statement is in the form of a standard USPS Form 3602-R. Manual Statement Role Access: Administrator The Manual Statement screen is displayed by selecting the Manual Statement option from the Edocs side menu: Page 74 of Window Book, Inc. All Rights Reserved

75 To request a postage statement manually, perform the following: 1. Enter the complete Job ID and the PS ID numbers. Both values must be entered: At least 3 characters must be entered for both the Job ID and the PS ID. 2. Click the Search button; 3. The Manual Statement Request Form will display: 2016 Window Book, Inc. All Rights Reserved. Page 75 of 163

76 4. If a postage statement that contains both the Job ID and the PS ID is found in the system, most of the fields on the form will be populated automatically. If the requested statement is not found in the system, fields must be entered manually. Enter the following (those fields preceded by an asterisk * are required): o o o o o o o o o o o Job ID*: The Job ID; PS ID*: The Postage Statement Identification ( PS ID ) number; Job Number*: The Job Number; Job Name*: The Job description contained in the Mail.dat file; Submission Date: The date the Mail.dat file was submitted; Mail.dat File Name*: The Mail.dat file name that was submitted to PostalOne!; Copies*: The total pieces mailed in the Mail.dat file; Total Pieces*: The total pieces mailed in the Mail.dat file; Total Postage*: The total postage charged in the transaction; Location*: The location the Mail.dat file was submitted from; P1 User ID*, P1 Password*, and Confirm Password: The user must enter their PostalOne! credentials. 5. After the form is completed, click the Submit Request button: Page 76 of Window Book, Inc. All Rights Reserved

77 After the Submit Request button is clicked, a confirmation message will display: Postage Report The Postage Report is a summary report of all mailings for a user-defined period that are itemized by class, mailing category (flats, letters, etc.) and rates. The resulting report may be exported into various file formats and/or printed. The Postage Report screen is displayed by selecting the Postage Reports option from the EDocs side menu: After selecting the Postage Report, a default report will display, using the default End Date of the current date, and the Start Date will automatically default to a date 30 days before the current date Window Book, Inc. All Rights Reserved. Page 77 of 163

78 The following is a description of the components of the Postage Report screen: 1. Refresh: Clicking this icon will refresh (update) the report screen using the current settings; 2. Display First Page: When available (un-ghosted) will display the first page of the report; 3. Display Previous Page: When available (un-ghosted) will display the previous page of the report; 4. Displayed Page Number Out of the Total Pages Available to View: This shows the page number of the displayed report page (the first number), as well as the total number of pages in the report (the second number). The values cannot be changed; 5. Display Next Page: When available (un-ghosted) this will display the next page of the report; 6. Display Last Page: When available (un-ghosted), the last page of the report will be displayed; 7. Export Report: The report may be exported to various formats: o Acrobat (PDF) file; o CSV (comma delimited); o Excel ; o Rich Text Format; o TIFF file; and Page 78 of Window Book, Inc. All Rights Reserved

79 o Web Archive (mhtml). 8. Send Report to Printer: Print the report; 9. Toggle the Parameters Area Display: The column along the right side of the report containing the Start Date and End Date will display and hide alternately; 10. Zoom In: Increase the magnification of the display area; 11. Zoom Out: Reduce the magnification of the display area; 12. Fit Report Page to Display Area: Attempts to provide the largest magnification without losing information; 13. Company Name: The name of the company the summary report is for; 14. Period: The time period of the report, as defined by (16) and (17); 15. Report Date: The date the report was generated on (the current date); 16. Start Date: The first day of the report time period (inclusive); and 17. End Date: The last day of the report time period (inclusive). The table within the report contains a collection of all the combinations of mail classes, categories (such as flats, letters, etc.) and rates found within the company s postage statements that PostalWeb has collected Window Book, Inc. All Rights Reserved. Page 79 of 163

80 The following is a list of the components of the chart displayed in the report: 1. Form/Mail Class: The class or form of mail; 2. Category: The type of mail (letters, flats, etc.); 3. Rate Level: The rate for the mail class and category; 4. Pieces: The total number of pieces for the combination of Form/Mail Class, Category and Rate Level; 5. Postage: The total postage cost for the combination of Form/Mail Class, Category and Rate Level. At the end of the report, a basic statistics chart is displayed, showing a summary of the job data: Page 80 of Window Book, Inc. All Rights Reserved

81 Company Role Access: Administrator (see Info icon note below) This category is generally for the management and maintenance of the overall PostalWeb site. The Company top menu option will only appear if the user has Administrator rights. Click the Company item on the top menu: Clicking on the Company side menu icon exposes the side menu contents: Within the Company side menu are the following options: Company Info; Invite Users; Invitations; Manage Users; Manage CSRs; Manage Locations; 2016 Window Book, Inc. All Rights Reserved. Page 81 of 163

82 Mail Owners; Postage Statements; and API Credentials. Company Info Role Access: Administrator The Company Info option allows the Administrator to edit the information associated with the company registered with PostalWeb. Company Information Either clicking on the Company top menu item or selecting the Company Info side menu option will display the Company Information screen: Company Name*: The name of the company; *: Preferably the address of someone high up in the company that can be contacted should the main Administrator be unavailable; Select Logo button: An image file with a mailer s company logo can be uploaded using this button. If uploaded, the logo will appear on the mailer s PostalWeb site, notifications, etc. to brand it as the mailer s site. To upload a company logo image file, perform the following: 1. Click the Select Logo button; 2. A file manager screen will display; 3. Locate the image file to be uploaded; Page 82 of Window Book, Inc. All Rights Reserved

83 4. Select the image file and click the Open button; 5. PostalWeb will upload the file, automatically re-size and display it. Supported file types include:.png;.jpg;.jpeg;.gif; and.bmp. Contact Info To display the Contact Info screen, place the mouse cursor on the rectangle that contains the Contact Info text and click it: After clicking the Contact Info text, a new page will open to display the items on the Contact Info screen: The following are the items on the Contact Info page: Primary Phone: The primary company phone; Other Phone: Any other pertinent phone number; and Fax: The company fax number Window Book, Inc. All Rights Reserved. Page 83 of 163

84 Mailing Address To display the Mailing Address page, place the mouse cursor on the rectangle that contains the Mailing Address text and click it: After clicking the Mailing Address text, a new page will open to display the items on the Mailing Address screen: The address to be entered on this page should be the main address of the company's corporate headquarters if the company has more than one location. The items on the Mailing Address page are: Country: Select the country the Company resides in using the pull-down menu; either United States or Canada. This selection changes the display of some of the other entries noted below; Address 1*: Street address of the company s corporate headquarters; Address 2: Secondary street address, if necessary; City*: The city of the company s corporate headquarters; Page 84 of Window Book, Inc. All Rights Reserved

85 Mailing & Billing are the same*: If the mailing and billing address are the same, set this option to ON. When set to ON, the mailing information entered on this screen will be copied to the Billing Address screen (refer to Billing Address). Click the button graphic to toggle between ON ( ) and OFF ( ). If the country selected earlier is United States, the following fields are displayed: State*: Select the State from the pull-down menu; ZIP Code*: The base 5-digit ZIP Code of the company location; zip+4: The extended ZIP+4 code. Must be 4 digits long Window Book, Inc. All Rights Reserved. Page 85 of 163

86 If the country selected earlier is Canada, the following fields are displayed: Province*: Select the Canadian province the Company resides in from the pull-down menu selection; Postal Code*: The Canadian postal code the Company resides in. Page 86 of Window Book, Inc. All Rights Reserved

87 Billing Address To display the Billing Address page, place the mouse cursor on the rectangle that contains the Billing Address text and click it: After clicking the Billing Address text, a new page will open to display the items on the Billing Address screen: Line 1, Line 2, City; State and ZIP Code (for US) or Province and Postal Code (for Canada): The company address to send billings to. If the option Mailing & Billing are the same located within the Mailing Address section of the screen is set to ON, the Billing Address fields will already be populated with the required information. When changing the Billing Address, the Mailing & Billing are the same option should be set to OFF Window Book, Inc. All Rights Reserved. Page 87 of 163

88 When all items have been entered or edited in the Company Information screens, the user must click the Done button for the changes to take effect: A confirmation message will display: Navigating away from the Company Information screens before clicking the Done button will cancel any changes that have been made. Page 88 of Window Book, Inc. All Rights Reserved

89 Invite Users Role Access: Administrator Inviting users is the first step in bringing new users on-board to use PostalWeb. The invitation is in the form of an to the prospective user. The contains a link which the prospective user must click on. Doing so will open a new web page that includes an application the new user must complete before being allowed to log in to the PostalWeb site. At the same time an will be sent to the person making the invitation to advise that the invitation has been accepted by the invitee. The person initiating the invitation must know the new user s address. To display the Invite Users screen select the Invite Users option on the side menu: To invite a new user, enter the following: First Name*: The first name of the individual being invited; *: The address of the user being invited. This is where the invitation will be sent; Role: Select the desired role from the pull down list. For list of the roles and their descriptions, please refer to the ROLES section in this Guide; 2016 Window Book, Inc. All Rights Reserved. Page 89 of 163

90 o If a role is selected such as Location Manager or Location User, all active locations are then shown. As many locations as desired can be selected/assigned (checked): edocs: Select (check) this option to authorize the invited person to view and select the EDocs top menu item and all the options associated with it, and receive subscription services as well. When the invitation is complete, click the Done button. A confirmation message will display: The invitation will be displayed on the invitation list located in the Invitations sub-category. A detailed description of the invitation process is located in the PostalWeb Setup Guide, specifically the Inviting Additional Users section. The PostalWeb Setup Guide is available on the Window Book web site at: Registration is required. Page 90 of Window Book, Inc. All Rights Reserved

91 Invitations Role Access: Administrator Initiating an invitation generates an to the potential new user. When the invitation is sent, the invitation is also added to the list of invitations in PostalWeb that are waiting to be replied to. To see the list of invitations, select the Invitation menu option from the Company side menu: Any invitations that have been sent but not responded to are listed here. Each line item shows: Invitee: The first name of the invitee; Role: The Role assigned at the time the invitation was made; The address the invitation was sent to; Added: The date the invitation was sent. Each line item has a Resend button and a Delete button: If the Resend button is clicked, the invitation is sent again to the same address, and a confirmation message will display: 2016 Window Book, Inc. All Rights Reserved. Page 91 of 163

92 If the Delete button is clicked, a Confirm dialog box is displayed to confirm the user wishes to delete the invitation: o o If the No button is clicked the deletion process will be aborted and the invitation will not be affected; If the Yes button is clicked, the invitation will be deleted and a confirmation message will display: When the invitation is accepted by the recipient clicking the link provided, the invitation listing in Invitations is removed and an is sent to the person who made the invitation, indicating the acceptance. Page 92 of Window Book, Inc. All Rights Reserved

93 Manage Users Role Access: Administrator The Manage Users screen allows the assignment or re-assignment of roles, locations, or any services that have been subscribed to. To see a list of the available Users select the Manage Users option from the Company side menu: The default display shows only active users. All users (active and inactive) or only inactive users can selectively be displayed by the following method: 1. Click the Show button: 2. Click on the Status pull down menu to display the possible selections: 2016 Window Book, Inc. All Rights Reserved. Page 93 of 163

94 3. The user can then select to display All (active and inactive), or only the Active, or only the Inactive users: The Name and search fields may be used to search for a specific user: After selecting the desired status or entering the desired name or , the Refresh button must be clicked to update the displayed users. Clicking the Reset button will reset the selection(s) to their default values. Each user s line item shows: Name/ The name and address as listed in the user s Member Profile ; Page 94 of Window Book, Inc. All Rights Reserved

95 Roles: The current role(s) assigned; Locations: The current location(s) assigned; Active: Whether the user is currently active ( ) or inactive ( ). The details of each user s settings can be viewed by single-clicking anywhere on the colored tiles of that user s line item: The detail screen shows all settings available for the user that was selected: Selections on the detail screen include the following: Active*: This can be set to be either active ( ON ) or inactive ( OFF ); 2016 Window Book, Inc. All Rights Reserved. Page 95 of 163

96 After a user has been set as inactive, that user will no longer have access to PostalWeb. Roles and Locations: o o Roles: The available Roles are described in the ROLES section in this Guide. Selection of multiple roles is possible. Setting all roles to OFF will still allow the user to log in, but they will effectively have the role of Company User ; Locations: The locations listed are those pre-defined locations that were set up in the Manage Locations sub-category. Multiple locations may be selected (set to ON ); A user should have at least one location selected. Administrators automatically have access to all locations. Applications and Service Notification: o o Applications: Allows selection of the available application(s); edocs: Set to ON to authorize the user to view and select the EDocs top menu item and all the options associated with it, and receive subscription services as well. Service Notification: Allows selection of any service(s) that are currently subscribed to, by setting the desired Service to ON. Only those services that have been previously Page 96 of Window Book, Inc. All Rights Reserved

97 subscribed to in the Services screen will be displayed. If no services have been subscribed to, the Service Notification heading will not be displayed. For information on what services are available and how to subscribe, refer to the Services section in this Guide. Click the button graphic to toggle between ON ( ) and OFF ( ). After making all necessary selections, click the Done button: After clicking the Done button, a confirmation message will display: 2016 Window Book, Inc. All Rights Reserved. Page 97 of 163

98 Clicking the cancel icon ( ) at any time will leave the editing screen and leave the settings unchanged: New users cannot be added here; they must be invited using the Invite Users process. Page 98 of Window Book, Inc. All Rights Reserved

99 Manage CSRs Role Access: Administrator The Manage CSRs screen allows the association of specific mail owners to a user who is assigned the CSR (Customer Service Representative) role. Once the association is made, subscription services related to CSRs and their associated mail owners can be utilized. To see a list of the available CSRs select the Manage CSRs option from the Company side menu: Each CSR s line item displays the following: Name: The name of the CSR at the Mailer; The address of the CSR at the Mailer; Mail Owners: A list of the Mail Owners assigned to the CSR. The detailed list of a CSR s assigned mail owners can be viewed by single-clicking anywhere on the colored tile of that CSR s line item: 2016 Window Book, Inc. All Rights Reserved. Page 99 of 163

100 Mail owners may be either assigned or unassigned to the CSR in the detailed list display. Assigning a Mail Owner to a CSR Mail owners may be assigned one at a time via the Add mail owners button or all at once via the Add all mail owners button. Adding Mail Owners One At a Time 1. Click the Add mail owners button: 2. A new screen is displayed with an empty list: 3. To find the desired mail owner, click in the Mail Owner Name text box and start to enter the name: Page 100 of Window Book, Inc. All Rights Reserved

101 4. As the name is entered, the mail owners that are already known are automatically searched, and all matches are displayed: In the example above, as the text win was entered, the search found a single mail owner that matched the entered text and displayed it ( WINDOW BOOK, INC. ); 5. If necessary, click the refresh button ( ) to refresh the list; 6. Click on the plus sign (+) of the mail owner s line item to add the selected mail owner to the CSR s list: The screen will revert to the original display: 2016 Window Book, Inc. All Rights Reserved. Page 101 of 163

102 When the list of mail owners assigned to the CSR is displayed (by either clicking on the cancel icon ( ) or navigating to the Company Manage CSRs screen and clicking on the CSR s colored tile) the newly assigned mail owner is displayed in the list: The mail owner being searched for must already exist in the list displayed at the Mail Owners screen: Page 102 of Window Book, Inc. All Rights Reserved

103 Adding All Mail Owners at Once 1. Click the Add all mail owners button: 2. A Confirm dialog box will be displayed asking to confirm your request: Click the No button to abort the process; Click the Yes button to complete the process; o Either a success confirmation will display: 2016 Window Book, Inc. All Rights Reserved. Page 103 of 163

104 o Or, if all the existing mail owners have already been assigned and no additional mail owners were assigned as a result of the request, the following informational notice will display: This is not an error; simply information that no additional mail owners are available to be assigned. Unassigning a Mail Owner from a CSR Mail owners may be unassigned from a CSR one at a time by clicking on the trashcan icon associated with each individual mail owner, or all at once via the Remove all mail owners button. Unassigning Mail Owners Individually 1. Navigate to the Manage CSRs screen and click on the CSR s line item tile: 2. Click the trashcan icon on the left side of the color strip containing the name of the mail owner to be unassigned: Page 104 of Window Book, Inc. All Rights Reserved

105 When the trashcan icon ( ) is clicked, the icon is replaced with an undo icon, the mail owner s name is shown with strike-through, and a 3 second countdown timer starts, with the timer value displayed on the colored stripe: While the countdown timer is in progress, the undo icon may be clicked at any time to stop the process from completing. After the countdown timer goes to zero, the mail owner s name is removed from the list of mail owners associated with the CSR. The mail owner is only removed as an association to the CSR. Unassigning a mail owner here will not delete it from the main list of mail owners. The mail owner can be added (assigned) again to the CSR at any time after being removed. Clicking the cancel icon ( ) while the timer is counting down will not stop the removal process. The undo icon ( ) must be clicked to stop the process of unassigning the mail owner. Unassigning All Mail Owners At Once 1. Click the Remove all mail owners button: 2016 Window Book, Inc. All Rights Reserved. Page 105 of 163

106 2. A Confirm dialog box will be displayed asking to confirm your request: Click the No button to abort the process; Click the Yes button to complete the process. A success confirmation message will display: Page 106 of Window Book, Inc. All Rights Reserved

107 Manage Locations Role Access: Administrator The Manage Locations screen allows the setup and maintenance of different mailing locations. Each location must have a USPS-assigned CRID (Customer Registration Identification) number. To see a list of the available locations, select the Manage Locations menu option from the Company side menu: Each location s line item tile displays the following: Name: The name of the location; CRID: The USPS-assigned Customer Registration Identification number for this location; Active: Whether this location is active ( ) or inactive ( ); Provisioned: Whether this location has been provisioned ( ) or not provisioned ( ) with the Window Book Automation Scheduler s MDSM plug-in. A location has been provisioned when it is connected to PostalOne! within the MDSM plug-in; Location: The state and ZIP Code of the location; 2016 Window Book, Inc. All Rights Reserved. Page 107 of 163

108 Delete button: Clicking the Delete button will cause the location to be deleted in its entirety. When the Delete button is clicked, a Confirm dialog box is displayed to confirm the user wishes to delete the location: o o Click the No button to leave the location unchanged; Click the Yes button to continue with the deletion process. Upon deletion of the location, a confirmation message will display: Once a location is deleted, no information for that location will be displayed. An alternative is to de-activate the location via the location editing screen (shown below). Not all locations will have a Delete button on their line item tile. Editing a Location Clicking anywhere on the colored tile of a specific location s line item displays the detail page for that location: Page 108 of Window Book, Inc. All Rights Reserved

109 An existing location s properties may be edited from within the detail screen: Location Name*: The name of the location (choose a name that all users can easily understand). Length must be between 3-64 characters; CRID*: The USPS-assigned Customer Registration Identification number for this location. Maximum length is 15 characters; 2016 Window Book, Inc. All Rights Reserved. Page 109 of 163

110 Country: Specifies the country location; either United States or Canada ; o If the selected country is United States, the following fields are displayed: State*: The state the location resides in; ZIP Code*: The base ZIP Code of the location. Must be 5 digits long; ZIP+4: The extended ZIP+4 code. Must be 4 digits long. o If the selected country is Canada, the following fields are displayed: Province*: The Canadian province the location resides in; Postal Code*: The Canadian postal code. Active: This option can be set to be either active ( ON ) or inactive ( OFF ). Click the button graphic to toggle between ON ( ) and OFF ( ); Provisioned: This is not changeable; it is only a status indication of whether this location has been provisioned ( ) or not provisioned ( ) within the Window Book Automation Page 110 of Window Book, Inc. All Rights Reserved

111 Scheduler s MDSM plug-in. A location has been provisioned when it is connected to PostalOne! within the MDSM plug-in. Auto Statement Download Configuration Also included on the Manage Location screen are the Auto Statement Download configuration settings: 2016 Window Book, Inc. All Rights Reserved. Page 111 of 163

112 The user may enable the Auto Statement Download feature by entering their PostalOne! credentials: PostalWeb will immediately start collecting statements and other mailer-specific documents generated by PostalOne!. This includes activity from the past 88 days; as well as, future statements/documents. This documentation is then posted on the company-specific PostalWeb site and s containing the attached documents are generated and sent to the appropriate users. Once the automatic statement download is enabled by entering valid PostalOne! credentials, the user may disable the statement collection process by setting the Disabled option to ON. The statement collection process may be enabled again by setting the Disabled option to OFF. Click the button graphic to toggle between ON ( ) and OFF ( ): Page 112 of Window Book, Inc. All Rights Reserved

113 The time interval between automatic downloads (attempts to collect data) may be set to a value between 4 and 24 hours: When satisfied with the information displayed, click the Done button to save the location information: 2016 Window Book, Inc. All Rights Reserved. Page 113 of 163

114 A confirmation message will display: Clicking the cancel icon ( ) at any time will close the editing screen and leave the information unchanged: Page 114 of Window Book, Inc. All Rights Reserved

115 Adding a New Location To add a new location in the Manage Locations screen, perform the following: 1. Click on the New Location button: 2. A New Location screen will be displayed: 2016 Window Book, Inc. All Rights Reserved. Page 115 of 163

116 3. At a minimum, complete the required fields (required fields are denoted with an asterisk * ): Location Name*: The name of the location (choose a name that all users can easily understand). Length must be between 3-64 characters; CRID*: The USPS-assigned Customer Registration Identification number for this location. Maximum length is 15 characters; o Country: Specifies the country location; either United States or Canada ; If the selected country is United States, the following fields are displayed: State*: The state the location resides in; ZIP Code*: The base ZIP Code of the location. Must be 5 digits long; ZIP+4: The extended ZIP+4 code. Must be 4 digits long. o If the selected country is Canada, the following fields are displayed: Province*: The Canadian province the location resides in; Postal Code*: The Canadian postal code. Page 116 of Window Book, Inc. All Rights Reserved

117 Active: By default this setting is set to ON and should remain ON ; Provisioned: This is not changeable; it is only a status indication of whether this location has been provisioned ( ) or not provisioned ( ) within the Window Book Automation Scheduler s MDSM plug-in. After completing the location information, the location must be configured to receive data from PostalOne!. If the Window Book Automation Scheduler with MDSM plug-in is available at the new location or if a file transfer delivery method is desired, the location must be provisioned in the MDSM plug-in of the Automation Scheduler. For instructions on this step, please refer to the PostalWeb Setup Guide, specifically Provisioning a Mailing Location in the MDSM. The PostalWeb Setup Guide is available on the Window Book web site at: Registration is required. Otherwise, if the Automation Scheduler with MDSM plug-in is not available or if the only statement delivery method desired is via attachments to messages, the Auto Statement Download feature must be enabled to obtain data: 2016 Window Book, Inc. All Rights Reserved. Page 117 of 163

118 The user may enable the Auto Statement Download feature by entering their PostalOne! credentials: PostalWeb will immediately start collecting statements and other mailer-specific documents generated by PostalOne!. This includes activity from the past 88 days; as well as, future statements/documents. This documentation is then posted on the company-specific PostalWeb site and s containing the attached documents are generated and sent to the appropriate users. Once the automatic statement download is enabled by entering valid PostalOne! credentials, the user may disable the statement collection process by setting the Disabled option to ON. The statement collection process may be enabled again by setting the Disabled option to OFF. Click the button graphic to toggle between ON ( ) and OFF ( ): Page 118 of Window Book, Inc. All Rights Reserved

119 The time interval between automatic downloads (attempts to collect data) may be set to a value between 4 and 24 hours: 4. When complete, click the Done button to save the location information: 2016 Window Book, Inc. All Rights Reserved. Page 119 of 163

120 A confirmation message will display: 5. After the new location is successfully added in the Manage Locations screen, if the file transfer statement delivery method is desired, the new location must be provisioned in the Automation Scheduler s MDSM plug-in. For those using the Automation Scheduler with MDSM plug-in: Multiple Locations can be added to a mailer s PostalWeb site at any time; however, only one Location may be provisioned in the Automation Scheduler s MDSM plug-in. This means that communication between PostalOne! and the mailer s PostalWeb site will only occur for that Location, and data pertaining to that Location only, will be available on PostalWeb. Therefore, each Location must be provisioned in its own unique installation of edm10x and the Automation Scheduler with MDSM plug-in to have data pertaining to that Location available on the mailer s PostalWeb site. Clicking the cancel icon ( ) at any time will close the New Location screen without saving any of the entered information, and the new location will not be added: Page 120 of Window Book, Inc. All Rights Reserved

121 Mail Owners Role Access: Administrator The Mail Owners screen displays a list of the mail service provider s clients. It is displayed by selecting the Mail Owners menu option from the Company s side menu. This list of the mail service provider s clients auto-populates based on activity from PostalOne!: Each mail owner line item tile shows the following: Mail Owner: The name of the mail owner as it appears on postage statements; CRIDs/Locations: The CRIDs and locations associated with the mail owner from past postage statements; Exempt From CSR Release: The mailer can exempt a mail owner from the default CSR postage statement release process, so that the mail owner may receive postage statements directly from PostalWeb without the mailer s intervention. If set to OFF, the mail owner is not exempt from the CSR process. In this case, the only method by which the mail owner is able to receive postage statements via PostalWeb is through the mailer s CSR release process. OFF is the default setting. If set to ON, the mail owner is exempt from the mailer s CSR release process. In this case the mail owner is able to receive postage statements via PostalWeb without any intervention by the mailer, bypassing the mailer s CSR release process. Click the button graphic to toggle between ON ( ) and OFF ( ) Window Book, Inc. All Rights Reserved. Page 121 of 163

122 In addition to listing the mailer service provider s clients, the Administrator can perform a search for a specific mail owner or client by the following method: 1. Click the Show button to display the search fields: 2. Enter search criteria in either one of the fields: Mail Owner Name: The name of the mail owner. This entry does not have to be the complete name; only the first letter or letters need be entered; CRID: The CRID of the mail owner. This entry does not have to be the complete CRID number; only the first digits need be entered. Only one field may be used at a time to search for a client. 3. After the search text is entered for either field, the Refresh button must be clicked. The matching clients, if any, are displayed as a result. If there were no clients on file that matched the search text entered, the screen will be blank; there will not be any line items displayed. The Refresh button will turn blue in color when the displayed data is stale and the Refresh button needs to be clicked. Click the Reset button to clear the search fields. Page 122 of Window Book, Inc. All Rights Reserved

123 Postage Statements Role Access: Administrator Refer to the EDocs section in this Guide; specifically, Postage Statements. API Credentials Role Access: Administrator Allows the Administrator to view their company API Credentials, and copy them for provisioning purposes: To access the API Key, click the Show API Key button. A description of the provisioning process is located in the PostalWeb Setup Guide, specifically the Provisioning the MDSM With PostalWeb section. The PostalWeb Setup Guide is available on the Window Book web site at: Registration is required. Do NOT click the Generate New API Credentials button! 2016 Window Book, Inc. All Rights Reserved. Page 123 of 163

124 Location Role Access: Location Manager (see Info icon notes below) The Location top menu item will only appear if the user has Location Manager rights. For an Administrator, the same functions provided in this Location category are accessible from within the Company category. This category is intended for the maintenance and management of Locations assigned to the Location Manager, and also the management of users assigned the role of Location User. The Location Manager only has access to the locations allowed by an Administrator, and while a Location Manager can invite new users, a Location Manager can only assign the role of Location Manager and Location User to new invitees. To view the Locations screen, click the Location top menu item: Click the Location menu icon to expand the Location side menu: The Location category contains the following menu options: Location Info; Invite Users; Invitations; Manage Users; and API Credentials. Page 124 of Window Book, Inc. All Rights Reserved

125 Location Info Role Access: Location Manager The Location Info section of the Location category is only accessible from this area for the Location Manager. Enhanced functionality is available to the site Administrator(s), but from a different area of the PostalWeb site, at the Manage Locations side menu option within the Company category. Clicking on either the Location top menu item or selecting the Location Info side menu option will display the Location Info screen: Each line item shows: Name: The name of the location; CRID: The USPS-assigned Customer Registration Identification number for this location; Active: Whether this location is active ( ) or inactive ( ); Provisioned: Whether this location has been provisioned ( ) or not provisioned ( ) with the Window Book Automation Scheduler MDSM plug-in; Location: The state and ZIP Code of the location. A Location Manager does not have permission to create or delete a location. Creating or deleting locations is available to the site Administrator(s) only Window Book, Inc. All Rights Reserved. Page 125 of 163

126 Clicking anywhere on the colored tile of a line item for a specific location displays that location s details in an editable format: Location Name*: The name of the location (choose a name that all users can easily understand). Length must be between 3-64 characters; CRID*: The USPS-assigned Customer Registration Identification number for this location. Maximum length is 15 characters; Country: Specifies the country location; either United States or Canada. Page 126 of Window Book, Inc. All Rights Reserved

127 o If the selected country is United States, the following fields are displayed: State*: The state the location resides in; ZIP Code*: The base ZIP Code of the location. Must be 5 digits long; ZIP+4: The extended ZIP+4 code. Must be 4 digits long. o If the selected country is Canada, the following fields are displayed: Province*: The Canadian province the location resides in; Postal Code*: The Canadian postal code. Active: This can be set to be either active ( ON ) or inactive ( OFF ). Click the button graphic to toggle between ON ( ) and OFF ( ); Provisioned: This is not changeable; it is only a status indication of whether this location has been provisioned ( ) or not provisioned ( ) within the Window Book Automation Scheduler s MDSM plug-in Window Book, Inc. All Rights Reserved. Page 127 of 163

128 When satisfied with the information displayed, click the Done button to save the location information: A confirmation message will display: Clicking the cancel icon ( ) at any time will exit the editing screen and leave the settings unchanged: Page 128 of Window Book, Inc. All Rights Reserved

129 Invite Users Role Access: Location Manager The Invite Users section of the Location category is only accessible from this area for the Location Manager. The same functionality is available to the site Administrator(s), but from a different area of the PostalWeb site, at the Invite Users side menu option within the Company category. Inviting users is the first step in bringing new users on-board to use PostalWeb. The invitation is in the form of an to the prospective new user. The contains a link, which the prospective new user must click on. Doing so will open a new web page that includes an application the new user must complete before being allowed to log into the PostalWeb site. At the same time an will be sent to the person making the invitation to advise that the invitation has been accepted by the invitee. The person initiating the invitation must know the new user s address. To display the Invite Users screen select the Invite Users option on the side menu: To invite a new user, enter the following: First Name*: The first name of the individual being invited; *: The address of the user being invited. This is where the invitation will be sent; 2016 Window Book, Inc. All Rights Reserved. Page 129 of 163

130 Role: Combination of function and permissions level. Select the desired role from the pull down list. The only roles available for selection are Location Manager and Location User. To see the difference between the two, please refer to the ROLES section under PostalWeb Site General Overview in this Guide. After the role is selected, a list of locations will be displayed. The locations shown are those that have been assigned to the Location Manager. The Location Manager can assign only those locations to the invitee: Multiple locations may be displayed. In this case, multiple locations may be selected/assigned. edocs: Select (check) this box to authorize the invited person to view and select the EDocs top menu item and all the options associated with it, and receive subscription services as well. Page 130 of Window Book, Inc. All Rights Reserved

131 When the invitation is complete, click the Done button: A confirmation message will display: The invitation will be displayed on the invitation list located in the Invitations sub-category. Navigating away from the Invite Users screen before clicking the Done button will cancel any changes that have been made Window Book, Inc. All Rights Reserved. Page 131 of 163

132 Invitations Role Access: Location Manager The Invitations section of the Location category is only accessible from this area for the Location Manager. The same functionality is available to the site Administrator(s), but from a different area of the PostalWeb site, at the Invitations side menu option within the Company category. Initiating an invitation generates an to the potential new user. When the invitation is sent, the invitation is also added to the list of invitations in PostalWeb that are waiting to be replied to. To see the list of invitations, select the Invitations option on the side menu: Any invitations that have been sent but not responded to are listed here. Each line item shows: Invitee: The first name of the invitee; Role: The Role assigned at the time the invitation was made; The address the invitation was sent to; Added: The date the invitation was sent. Each line item has a Resend button and a Delete button; If the Resend button is clicked, the invitation is sent again to the same address, and a confirmation message is shown: Page 132 of Window Book, Inc. All Rights Reserved

133 If the Delete button is clicked, a Confirm dialog box is displayed to confirm the user wishes to delete the invitation: o o If the No button is clicked the deletion process will be aborted and the invitation will not be deleted; If the Yes button is clicked, the invitation will be deleted and a confirmation message will display: When the invitation is accepted by the recipient clicking the link provided, the invitation listing in Invitations is removed and an is sent to the person who made the invitation, indicating the acceptance Window Book, Inc. All Rights Reserved. Page 133 of 163

134 Manage Users Role Access: Location Manager The Manage Users section of the Location category is only accessible from this area for the Location Manager. Enhanced functionality is available to the site Administrator(s); however, but from a different area of the PostalWeb site, at the Manage Users side menu option within the Company category. The Manage Users screen allows the assignment or re-assignment of roles, locations, or any services that have been subscribed to. To see a list of the available Users select the Manage Users option from the Location side menu: All users who are not Administrators will appear in the list. If they appear and neither the Location Manager nor Location User roles are selected for them, then they have a different role assigned to them, either as a Company User or IT Personnel. Those roles can only be changed by an Administrator. Each user s line item shows: Name/ The name and address as listed in the user s Member Profile ; Roles: The current role(s) assigned; Locations: The current location(s) assigned; Active: Whether the user is currently active ( ) or inactive ( ). Page 134 of Window Book, Inc. All Rights Reserved

135 The details of each user s settings can be viewed by single-clicking anywhere on the colored tile of that user s line item: The detail screen shows all settings available for the user that was selected: Selections on the detail screen include the following: Active*: This can be set to be either active ( ON ) or inactive ( OFF ). Click the button graphic to toggle between ON ( ) and OFF ( ); Roles: The available Roles are described in the ROLES section in this Guide. De-selecting all roles will still allow the user to log in, but they will effectively have the role of Company User ; Locations: The locations listed are those pre-defined locations that were set up in the Manage Locations sub-category. Multiple locations can be selected. A user should have at least one location selected Window Book, Inc. All Rights Reserved. Page 135 of 163

136 After making all necessary selections, click the Done button: A confirmation message will display: Clicking the cancel icon ( ) at any time will leave the editing screen and leave the settings unchanged: New users cannot be added here; they must be invited using the Invite Users process. Page 136 of Window Book, Inc. All Rights Reserved

137 API Credentials Role Access: Location Manager The API Credentials section of the Location category is only accessible from this area for the Location Manager. The same functionality is available to the site Administrator(s), but from a different area of the PostalWeb site, at the API Credentials side menu option within the Company category. Allows the Location Manager to view their company API Credentials: To access the API Key, click the Show API Key button. Do NOT click the Generate New API Credentials button! 2016 Window Book, Inc. All Rights Reserved. Page 137 of 163

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139 Appendix 1 APPENDIX 1 ROLES AND THEIR AVAILABLE OPTIONS The following tables show the categories and their options that are available for the various roles. For a detailed description of the roles, refer to the ROLES section in this guide. For User, Location User, Company CSR, and IT Personnel roles who do not have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications For User, Location User, Company CSR, and IT Personnel roles who do have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications EDocs Dashboard Statistics Postage Statements 2016 Window Book, Inc. All Rights Reserved. Page 139 of 163

140 Appendix 1 For a Location Manager role that does not have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications Location Location Info Invite Users Invitations Manage Users API Credentials Shaded cells indicate additional options for Location Managers only. For a Location Manager role that does have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications EDocs Dashboard Statistics Postage Statements Location Location Info Invite Users Invitations Manage Users API Credentials Shaded cells indicate additional options for Location Managers only. Page 140 of Window Book, Inc. All Rights Reserved

141 Appendix 1 For an Administrator role that does not have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications Company Company Info Invite Users Invitations Manage Users Manage CSRs Manage Locations Mail Owners Postage Statements API Credentials Shaded cells indicate additional options for Administrators only. For an Administrator role that does have the EDocs application selected: My Dashboard My Dashboard My Profile Member Profile Personal Info Change Password Security Question API Credentials Manage Subscriptions My Dashboard Notifications EDocs Dashboard Statistics Services Postage Statements Manual Statement Postage Report Company Company Info Invite Users Invitations Manage Users Manage CSRs Manage Locations Mail Owners Postage Statements API Credentials Shaded cells indicate additional options for Administrators only Window Book, Inc. All Rights Reserved. Page 141 of 163

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143 Appendix 2 APPENDIX 2 TROUBLESHOOTING LOGIN PROBLEMS This troubleshooting section assumes the user has verified that the login credentials being used are correct and valid. A common reason for a failed login is that the browser s security and/or privacy settings are set too high. If the device being used is controlled through a company that has an IT department, contact the IT department for assistance. Users should defer to their own company s policies regarding security and browser settings. If an IT department is not available, refer to the following troubleshooting tips for assistance. There are two general types of problems that may be encountered after clicking the Log In button (especially if logging in for the first time): A general error is displayed; or The website appears to freeze or stall without completing the login. ERROR DISPLAYS AFTER THE LOGIN BUTTON IS CLICKED If an error is shown similar to the following screen; the following are possible solutions: Internet Explorer Users One solution may be to reduce the security settings of the browser, if possible. The following instructions are for Internet Explorer Window Book, Inc. All Rights Reserved. Page 143 of 163

144 Appendix 2 1. Open Internet Explorer. 2. Click the gear icon in the upper right corner of the browser window: 3. A menu will display. Select Internet options. Other versions of Internet Explorer have different methods to display the Internet Options. 4. The Internet Options dialog box will open. Click the Security tab: Page 144 of Window Book, Inc. All Rights Reserved

145 Appendix 2 5. Check the Security level setting. If the security level setting is at High, attempt to slide the control down to Medium (the default setting): Users should defer to their own company s policies regarding security and browser settings. Windows permissions for the credentials used to log on to the computer that the browser resides on may be set so that this control is ghosted and/or cannot be changed. In this case someone with the appropriate permissions must be contacted to change the setting Window Book, Inc. All Rights Reserved. Page 145 of 163

146 Appendix 2 Chrome Users An error may be displayed if JavaScript has been disabled. To check the JavaScript setting, do the following: 1. Open the Chrome browser. 2. Click on the icon in the upper right corner of the browser window. 3. Select Settings on the dialog box that opens: Page 146 of Window Book, Inc. All Rights Reserved

147 Appendix 2 4. At the bottom of the web page, click the Show advanced settings link: 5. Find the Privacy section and click the Content settings button: 2016 Window Book, Inc. All Rights Reserved. Page 147 of 163

148 Appendix 2 6. On the screen that opens, check the JavaScript setting. Make sure the Do not allow any site to run JavaScript is not selected. If you must keep the setting at Do not allow any site to run JavaScript, then use the Manage Exceptions button to add the PostalWeb site: Users should defer to their own company s policies regarding security and browser settings. Page 148 of Window Book, Inc. All Rights Reserved

149 Appendix 2 FREEZING OR STALLING AFTER THE LOGIN BUTTON IS CLICKED If the PostalWeb site appears to stall or freeze after clicking the Log In button and the Please Wait text is displayed for more than 30 seconds, check the following (based on the browser being used): 2016 Window Book, Inc. All Rights Reserved. Page 149 of 163

150 Appendix 2 Internet Explorer Users The Internet Explorer Privacy settings may be set too high. The following instructions are for Internet Explorer Open Internet Explorer; 2. Click on the gear icon in the upper right corner of the browser window: 3. A menu will display. Select Internet options. Other versions of Internet Explorer have different methods to get to the Internet options. Page 150 of Window Book, Inc. All Rights Reserved

151 Appendix 2 4. The Internet Options dialog box will open. Click the Privacy tab: 5. If the setting is higher than Medium High, the PostalWeb site will not be able to use cookies and will stall or freeze upon login. If possible, select a setting no higher than Medium High : 2016 Window Book, Inc. All Rights Reserved. Page 151 of 163

152 Appendix 2 Users should defer to their own company s policies regarding security and browser settings. Windows permissions for the credentials used to log on to the computer that the browser resides on may be set so that this control is ghosted and/or cannot be changed. In this case someone with the appropriate permissions must be contacted to change the setting. Chrome Users To check the cookie settings in Chrome, do the following: 1. Open the Chrome browser. 2. Click on the icon in the upper right corner of the browser window. 3. Select Settings on the dialog box that opens: Page 152 of Window Book, Inc. All Rights Reserved

153 Appendix 2 4. At the bottom of the web page, click the Show advanced settings link: 5. Find the Privacy section and click the Content settings button: 2016 Window Book, Inc. All Rights Reserved. Page 153 of 163

154 Appendix 2 The Content settings screen will open showing the Cookies settings. Verify the Block sites from setting any data is NOT selected. The Block sites from setting any data selection will prevent PostalWeb from completing the login process: Page 154 of Window Book, Inc. All Rights Reserved

155 Appendix 3 APPENDIX 3 I m not a robot WIDGET DOES NOT APPEAR IN BROWSER In some instances, the I m not a robot widget does not display in the web browser. A common reason for this problem is the browser s security and/or privacy settings are set too high. If the device being used to access the PostalWeb site is controlled through a company that has an IT department, contact the IT department for assistance. Users should defer to their own company s policies regarding security and browser settings. If an IT department is not available, refer to the following troubleshooting tips for assistance. The I m not a robot widget often appears at the beginning of a process such as resetting a password or retrieving a user name. The I m not a robot widget must be completed before continuing with the process at hand. Under certain circumstances typically involving security settings, the widget may be prevented from being displayed in the browser without any indication that it has been prevented from doing so. In this case, when the Next or Done button is clicked, an error will likely occur due to the fact that the I m not a robot widget has not been successfully completed, even though it is not displayed. It must therefore be displayed so that it can be completed Window Book, Inc. All Rights Reserved. Page 155 of 163

156 Appendix 3 Internet Explorer Users One solution may be to reduce the security settings of the browser, if possible. The following instructions are for Internet Explorer Open Internet Explorer. 2. Click the gear icon in the upper right corner of the browser window: 3. A menu will display. Select Internet options. Other versions of Internet Explorer have different methods to display the Internet Options. Page 156 of Window Book, Inc. All Rights Reserved

157 Appendix 3 4. The Internet Options dialog box will open. Click the Security tab: 5. Check the Security level setting. If the security level setting is at High, attempt to slide the control down to Medium (the default setting): 2016 Window Book, Inc. All Rights Reserved. Page 157 of 163

158 Appendix 3 Users should defer to their own company s policies regarding security and browser settings. Windows permissions for the credentials used to log on to the computer that the browser resides on may be set so that this control is ghosted and/or cannot be changed. In this case someone with the appropriate permissions must be contacted to change the setting. If the control cannot be changed, then attempt to add the postalweb.net website to the Trusted sites list. Chrome Users The I m not a robot widget may be prevented from displaying if JavaScript has been disabled. An indication of this condition is the display of the icon ( ) located in the upper right corner of the browser window when a page is navigated to that would normally display the I m not a robot widget: The blocking of JavaScript can be selectively turned off for the postalweb.net site (thus allowing the I m not a robot to be displayed) by placing the mouse cursor over the icon ( ) and left-clicking the mouse. A box will open giving the user a choice of selectively enabling JavaScript only on pages: Page 158 of Window Book, Inc. All Rights Reserved

159 Appendix 3 To allow the I m not a robot widget to appear, the Always allow JavaScript on selection must be selected (clicked): After the selection is made to allow JavaScript on the currently displayed page must be reloaded via the reload button ( ). The I m not a robot widget should now be displayed and can be completed. To inspect and manage the JavaScript setting for both general browsing and also for individual sites, do the following: 1. Open the Chrome browser. 2. Click on the icon ( ) in the upper right corner of the browser window. 3. Select Settings on the dialog box that opens: 2016 Window Book, Inc. All Rights Reserved. Page 159 of 163