Uploading Mail

The main way to send documents to Payreq Delivery yourself is to upload a PDF through the console. This article covers preparing your PDF, the upload options, and what happens after you upload. (For automated, high-volume uploads, SFTP is covered separately, see the end of this article.)

Preparing your PDF

Upload your documents as a single merged PDF containing all the documents for the job. Payreq reads that PDF using a template set up for your account during onboarding, which:

• Uses a split indicator to separate the individual documents within the merged PDF.
• Identifies the key information Payreq needs to read from each document, such as the details used to match it to a Contact.

If the layout of your documents changes, contact Payreq Support so your template can be updated, otherwise Payreq may not read the new layout correctly.

Your PDF should also be A4, flattened, and not password protected.

Uploading via the console

1. Log in to Payreq Delivery and go to the Upload tab (if enabled). A pop-up window opens.
2. Select Choose files and select your merged PDF.
3. Set the upload options (see below).
4. Select Upload to submit the documents for processing.

Upload options

Depending on your account configuration, up to three options are available:

• Mail format: the document type, and the underlying template used to read it, for example "Instalment Notice".
• Load type: Standard, Archive, or Historical. For what each one does, see the Bill load types guide in Operational Workflows.
• Contacts instructions: how the upload should treat your Contacts. The options are:
  • Update Contacts
  • Replace Contacts
  • Do not update Contacts
  • Update Contacts only, do not send Mail
  • Replace Contacts only, do not send Mail

What happens after upload

Payreq reads each document in the PDF using your template, applies your Contacts instructions, and matches each document to a Contact:

• Records that have an active Subscription are prepared for digital delivery. If the Review Mail Before Sending step is enabled, they appear as Awaiting Review; otherwise they're sent. See Understanding Mail statuses.
• Records with no active Subscription are omitted from the digital job. They are not flagged as undeliverable. You can download these non-digital documents from the Jobs tab, for example to print and post them yourself.

Example

Say you have a file of 100 documents to send:

1. You upload all 100 as a Standard job, with Update Contacts selected.
2. All your Contacts are updated, but only 40 of the records have an active Subscription.
3. Those 40 go to Awaiting Review for digital delivery, while the remaining 60 are omitted from the digital job.
4. You download the 60 non-digital documents from the Jobs tab to print and post yourself.

If you use the Archive load type, you can later search by Archived status and the job ID to download those documents for printing and posting in house.

Uploading via SFTP

For automated, high-volume uploads, typically run by a mailhouse, you can send Mail to Payreq via SFTP instead of uploading through the console. The SFTP process is covered in Operational Workflows (guide to be added).