Welcome to Received Digital!
Roles determine what people can see and do in Received Digital. Specifically, each role has it’s own section in the left menu. With the Admin role, you’ll have access to the Administration section where you can create and manage users and manage company-wide settings.
Getting to know the Administration section
There are four tabs under the Administration section. Here is a quick overview of what you can find under each tab.
Company
The Company tab contains info and settings for your company in Received Digital. Within the Company tab, there are three additional tabs:
Info
In the Info tab, you will find your company name and contact info. This information is used as your default billing address.
Settings
Under Settings, you are able to configure settings associated with recipient reminders and escalation to supervisors.
Subscription
In the Subscription tab, you can control everything related to your subscription to Received Digital. Manage your plan, monitor usage levels, update your payment info and billing address, and review past invoices.
Mailroom
The Mailroom tab contains info and settings for your mailroom. Within the Mailroom tab, there are four additional tabs:
Info
The Info tab includes your mailroom name and address. Recipients will see this information on the item details page for each item they receive so they know where the item was received.
You can also adjust the hours of operation for your facility. This will affect when recipients are able to schedule pickups and the timing of notifications such as reminders and escalation.
Settings
The Settings tab contains settings for various aspects of mailroom operations. Here, you can…
- Control notifications for pending requests
- Control proof of pickup and delivery requirement
- Require item validation for various actions
- Modify the Location ID format
- Control cropping settings
Receive
In the Receive tab, you can adjust the defaults for various options for receiving mail. Mailroom operators can always adjust these selections on the fly as they’re receiving items, but setting defaults to match your organization’s workflow speeds up the process.
Actions
In the Actions tab, you can adjust the actions that are available to recipients for mail and packages.
Users
The Users tab is where users are created and managed. Notice that you can filter the table by state (Active or Inactive) as well as role (Admin, Mailroom, and Recipient).
Automations
Automations in Received Digital allow you to create rules that automate recipient requests for items. Setting up an automation is helpful when a recipient requests the same action for every mail piece or package, or the mailroom simply wants to control the action that’s requested for any given recipient and item type.
While the possibilities are endless, here are a few examples where it might make sense to create an automation:
- One recipient in particular needs all their mail opened and scanned
- All recipients are required to pick up their packages
- A handful of recipients need all their items mailed to them
Explore more topics in the Help Center
That was a quick overview to get you started, but there is much more you can learn! You can explore more topics related to the Admin role here.
To learn how to get started with the Mailroom role, click here!
