Submitting a Mail Piece for Review
There are two ways to submit a mail piece for review:
• Before the ordering process. You can have your mail piece reviewed and approved by the time of placing the order and, therefore, prevent the order from being placed on hold. For more information, see Submit a Mai Piece for Review Before the Ordering Process.
• During the ordering process. If you have started placing an order, and there is no valid approved mail piece for it, you do not have to abandon the order in the middle of the order placing process. You can submit a new mail piece for review without leaving the order. In this case, the order will be put on hold until the corresponding mail piece is approved. For more information, see Submit Mail Piece for Review During the Ordering Process.
When the status of the mail piece changes to Approved or Rejected, you get an e-mail notification. In case of rejection, the mail piece can be resubmitted after being brought to compliance with the Data Owner’s regulations.
1 In the Options tab, click Account Preferences.
2 On the left pane, click Mail Pieces.
3 Click the Add New Mail Piece button.
4 In the Mail Piece Name text box, enter a name for the mail piece you are submitting. The name can help you easily identify the mail piece in the list of other mail pieces, while the mail piece code (in the field above) is a unique identifier assigned to the mail piece by the system.
5 In the List Name text box, select a list, for which you want the mail piece to be valid. Only one list can be selected for a mail piece.
6 Click Choose File to select the mail piece file.
You can upload files in one of the following formats: .gif, .bmp, .png, .jpg, .doc, .pdf.
7 (Optional) If you want to provide the reviewer with any notes regarding the mail piece, enter them in the Notes field.
8 Click Save.
1 On the Select Mail Piece page, click Add New Mail Piece.
2 In the Mail Piece Name text box, enter a name for the mail piece you are submitting.
The List Name text box is inactive. The mail piece will be valid for the list, for which you are placing the order.
3 Use the Choose File button to select the mail piece file.
You can upload files in one of the following formats: .gif, .bmp, .png, .jpg, .doc, .pdf.
4 If you want to provide any notes regarding the mail piece to the reviewer, enter them in the Notes text box.
5 Click Save.
The page for selecting a previously submitted mail piece is displayed again.
6 Select the mail piece you have just submitted for review.
7 Click Continue to proceed with placing the order.
When the order is placed, you will get an email notification about your order put on hold for compliance review.