Online Mailing Frequently Asked Questions

Yes! DocuSend's proprietary technology recognizes additional pages easily from a large PDF file, so you don't have to upload the documents separately. And if you have duplicate addresses in your file, we can combine them into one envelope with our merge feature.

If you haven't paid yet, just return to the shopping cart. You can click on the Review PDF file under the ID column and make modifications to the Job Specifications. Or under the Action column, click on Remove, and that file will be deleted from your shopping cart. Once you click on Pay Now, the action is not reversible. Your order has been submitted for processing and cannot be retrieved, modified or deleted. We urge you to verify that the correct files are uploaded before completing payment.

Yes. If you edit your PDF document, including the use of "markups" you must make sure you “print to PDF” before uploading it to DocuSend. If you do not include this step, the original file will be printed without the markups.

With DocuSend, you can upload files on any schedule you want—daily, weekly, monthly or any other time frame. We are a cloud-based mailroom, so you incur no overhead from maintaining your own mailroom. For current users, if you need to upload additional documents, upload all your files and leave them in the shopping cart until you are ready to complete the payment process later.

By having you present a PDF, we ensure that we will not touch or alter your data. We only modify the address information to meet postal standards and best practices. We only format the position to ensure a proper fit into the window of the envelope. Make sure you create your PDF by using Print to PDF rather than saving it as a PDF.

A PDF file created using Print to PDF is a simplified PDF. A document created using Save As PDF, on the other hand, can contain data, hidden or visible, that may conflict with commercial printers. When this happens, the resulting printed document may look different from the PDF. Print to PDF keeps your fonts, markups, etc. looking the way you want them.

Word documents are acceptable as long as they fit the template and have been saved using Print to PDF. It’s important that both the return address and mailing address are in specific locations to meet DocuSend specifications.

First time users can click the DocuSend button "Get Started" on the DocuSend website https://docusend.biz/. Returning users can log in to the DocuSend Portal at https://portal.docusend.biz/ and click the button to upload their file(s). You'll be prompted for specifications regarding your mailing to get pricing. Then you can upload your file, review it, and proceed to checkout. If you are a returning user, your specifications are preloaded but easy to modify if needed.

Your accounting software program, like QuickBooks Online, has a batch function.

Programs like CutePDF, doPDF and other services offer this function.

No, your emailed and mailed documents can be uploaded in one file. For emailed documents, the email address must be on the first line of the Mail To address in place of the customer's name. When DocuSend detects an email address, we suppress the printing of the paper document. If, for example, you're using QuickBooks Online, you would only check the box "to be mailed." Do not check the box to email the document from QuickBooks Online.

Yes. To mail to any country outside the US and its territories, a US delivery address on the first page of the document is required. If the first page is mailed to the US and subsequent pages to foreign countries, it will work fine. Make sure the address contains the foreign country name (not abbreviated) as the separate last line. DocuSend is physically located in Rochester, New York, so all mailings to countries outside the US and its territories are mailed from the US to that country, which may include an additional charge of $1.30 per envelope.

We strongly advise against this. The review screen will only show you the first document in your file upload. For this reason, we recommend uploading each document type or template as a separate file. You can then adjust and approve each template before you release it to be mailed. However, if all your individual templates contain the mailing and return address in the exact same position, it is safe to upload as one file.

Yes, you may upload files that contain color images, but it may slightly increase your upload time. Under job specifications, you can choose to print in black-and-white or in color.

Yes, flyers can be mailed out one of two ways. One is to add a flyer to an existing mailing by simply selecting to add an insert after you've uploaded your PDF file. You can add the flyer as a PDF, PNG, JPEG or JPG file. The other way is to mail a flyer out by itself. To do this, you can add your mailing addresses to the flyer via mail merge and upload that file, or upload a CSV file with your mailing addresses, and then upload a PDF of your flyer. We will create a cover sheet for you and insert the flyer behind the cover page. Either option is a great communications and marketing tool.