Locations, along with Routes, are used to assist mailrooms that deliver items to recipients. Here’s what these terms mean in Received Digital:
- A Location is a place your mailroom delivers to, usually where one or more recipients reside in your organization.
- A Route is a sequence of Locations in the order that you make deliveries.
While these two entities are most frequently used together, Locations can be used without Routes. However, Routes cannot be used without first creating Locations.
Once Locations and Routes have been configured, this delivery information can be used to assist you with two tasks:
- Sorting items as you receive them to prepare them for delivery
- Fulfilling delivery requests
Check out Using delivery information to learn more about these tasks.
Creating Locations
There are two ways you can create locations and assign users to them:
- Create Locations one at a time from the Locations page
- Create Locations in bulk with a user upload file
Note
A user can only be assigned to one Location.
Locations page
To create Locations from the Locations page …
- Under the the Administration section in the left menu, expand the Delivery group, then click Locations.
- Click New Location in the top right.
- In the Details section, give the Location a name. The name can be as generic or specific as you want. For example, it may be a building, floor number, office number, or a combination of all of those.
- In the Recipients section, you can edit the list of recipients that belong to the Location. Click Edit Recipients to open the Recipients drawer. From here, you can add or remove recipients, then click Apply at the bottom of the drawer.
- When you’re done, click Create Location.
User upload file
To create Locations with a user upload file …
- Under the the Administration section in the left menu, click Users.
- Click the upload icon at the top right of the table.
- On the Upload File step, upload a CSV file that contains at least the following data for each user you wish to assign to a Location: First Name, Last Name, Email, and Location.
- On the Assign Columns step, map the appropriate column headers to the columns in your file.
- On the Configure Preferences step, select the Location checkbox in the User Updates section to ensure that field will be updated for all users included in your file.
- On the Review step, review your changes and click Upload Users.
