How It Works

Documents are printed on 8.5" x 11" paper and inserted into a # 10 window envelope. Each envelope can contain up to 7 pages (or 6 pages and a remit envelope) in the DocuSend automated process. Your documents are mailed by the next business day. Emails are sent out when the file is received.

Mailing Options include:

• Plain or perforated paper (tear off for remittance stub)
• Remittance envelope (# 9 window envelope)
• Black or color printing
• Insert- PDF, PNG, JPEG or JPG files

• Add the email address in the first Address Line box

Send Emails with DocuSend

The Automated Way

For documents that need to be sent electronically, make sure the email address is in the mailing address block. We will recognize the email address and suppress printing of the document. Emails are sent out for $0.03 each after you complete your file upload. Emails are sent from noreply@DocuSend.biz.

You have the ability to customize the subject and body of the email. The document is attached to the email as a PDF file. You may combine both mailed and emailed documents in the same upload.

PDF documents that need to be sent via email has this format:

• Email
• Name
• Address(if applicable)

Once you are in the shopping cart you will see this chart to customize your message

---

Manually Email a Document

If your uploaded document does not have an email address in the mailing address block, follow these steps.

• Upload your PDF File
• Once you are in the Review Your Order section, click the Review Individual Documents button

Send Emails with DocuSend

For documents that need to be sent electronically, make sure the email address is in the mailing address block. We will recognize the email address and suppress the printing of the document. Emails are sent out for $0.03 each after you complete your file upload. Emails are sent from noreply@DocuSend.biz.

PDF documents that need to be sent via email have this format:

• Email
• Name
• Address(if applicable)

You have the ability to customize the subject and body of the email. The document is attached to the email as a PDF file. You may combine both mailed and emailed documents in the same upload.

Once you are in the shopping cart, you will see this chart to customize your message.

You asked… we delivered. Our merge feature allows you to upload two files and combine the duplicate addresses in the same envelope. When duplicate addresses are detected in your upload, you'll see this message:

You can then opt to save money by combining those documents into one envelope. Click on the button and your shopping cart will be adjusted to reflect the reduction of envelopes and the increase of additional pages. Do nothing if you want them mailed in separate envelopes. It's that easy. In order for us to merge, your mailing addresses must match exactly.

How to use the Mailing Merge Feature:

• Upload first file to DocuSend (this should be the one that you want as the first page)
• Add to shopping cart
• Upload your second file to DocuSend
• Add to shopping cart
• Click Yellow button to save more money by mailing in same envelope
• Duplicate addresses will be combined in the same envelope for postage savings
• Pricing will be adjusted to reflect the new number of envelopes and additional pages being mailed

If you have additional files to Merge, follow the steps above and after the initial two files are merged, upload your next file. If there are duplicate addresses, you'll see the yellow message box again and you can click to merge the third file with the original file. The Merge Feature works great for adding statements in with your invoices (for those that might have past due/outstanding invoices). This is helpful for QuickBooks and QuickBooks Online customers who had to mail them separately in the past.

How can I combine mailings to the same address in a single envelope? Instructions

If you use QuickBooks Online, we have a DocuSend app that will make it super easy to print and mail your customer invoices. You’ll find the app in the Intuit App Store. DocuSend App To learn more about how DocuSend works with QuickBooks Online, click here: https://www.docusend.biz/quickbooksapp.php

Include a # 9 window remittance envelope for your customers to remit their payment back to you.

• Select to include a Remittance Envelope in package options.
• If we don't detect a Remit To Address, we'll prompt you to key it in.
• We will place it in the right spot on your invoice so it will show through the window of the # 9 envelope.
• We'll remember it for you so when you upload your next rile, you don't have to type it in.

Envelopes that contain more than 7 inserts will incur an additional charge per envelope that includes manual processing, additional postage and a larger envelope. Oversize Surcharge Pricing

Along with the mailing service, you get free access to Management Dashboard Reports. Know exactly when your documents were mailed through your personal report portal. View details such as File Date, Date Mailed, and Cost.

Along with the mailing service, you get free access to the Image Bank in the DocuSend Portal. The "Image Bank" archive and retrieval system houses six months of mailed documents. Even reprint them instantly through your customized portal.

Great marketing and communication tool! Need a cost-effective way to get important information out to your customers? Then add letter-size flyers, announcements, advertisements, coupons and notices to your DocuSend mailings. Add an Insert- PDF, PNG, JPEG or JPG files

• Create your generic document and save as a PDF, PNG, JPEG or JPG files.
• Upload your mail file to DocuSend and select your job specifications. You'll see the option to "Add an Insert."
• Click on the Upload an Insert button and browse your computer to select the insert you want to add to your mailing.
• The insert is printed in black or color on 8.5" x 11" paper and gets placed as the last page of your customized invoices or letters.
• Price to add a black and white insert is $0.10/page and to add a color insert is $0.17/page.

Using the DocuSend insert option saves you time and money by not having to do a special mailing. Think of the postage savings!

Do you have mail that needs to be mailed outside the USA? DocuSend will mail it for only $0.85 more per one ounce envelope. Just make sure you add the country you are sending it to under the City, State Zip line. Remember, the country MUST not be abbreviated and it must be by itself as the last line of the address block.

How to mail from United States to a foreign country Instructions

When mailing to foreign countries, it is required that the country spelling must be exact, AND the country must be listed by itself on the last line of the address block. Use this list to ensure the foreign country is spelled correctly per postal standards. Foreign country list.


If you believe a country should be added to this list, let us know, and reference how you know that country's post office will deliver it. Thank you!

International Customers - Mail into the USA

Are you in a foreign country and need to send mail to the United States? DocuSend is the perfect solution. Typically, all mail originating outside the USA that needs to be delivered inside US territory is subject to examination by the US Customers and Border Protection before it even gets to a USPS sorting facility. That could potentially delay mail delivery by 2 to 3 weeks. DocuSend's print- to- mail web-based service delivers your invoices or letters to a USPS facility by the next business day. When you mail into the USA from a foreign country, you pay the regular DocuSend rate which includes first class postage. No extra foreign postage surcharge.

Use your current invoice or document template or download our Remittance Stub QuickBooks invoice template or Word template.Your return address and mailing address must be in the upper left quadrant of your document. Our easy measurement guide can also help you with placement. Measurement guide

DocuSend is a HIPAA compliant service.

What that means for your HIPAA regulated business is:

• No retention of your PDF documents
• We do not retain any of your images in our system once they are printed and mailed.
• DocuSend Portal will only contain summary of mailing activity
• You’ll have access to mailing activity totals by day including the file name, number of documents mailed, total cost, etc., but will not be able to access images of the mailed documents.
• Special handling of your documents through the printing and mailing process
• Our procedures ensure that your documents are processed, printed and mailed with the highest standards of document integrity and security.
• You are responsible to tell us if the documents you upload fall under HIPAA regulations.