Mail Processing Checklist – PresswiseTravis Boss2026-04-29T19:29:08+00:00 Mail Processing Checklist – Presswise Job Setup(Required) Mailer button is turned ON (blue envelope icon visible) Correct job opened via mailing icon Mailing List(Required) Mailing list uploaded as .csv Fields are mapped correctly No missing or misaligned data fields General Settings(Required) “Mail To” matches job form Mailer Job Name matches project/ticket name Mailer Sequence # matches current job number Postage & Class(Required) Payment type is correct (default = Permit Imprint unless specified) Mail Class / Method matches form Full Service is checked Non-Profit is checked if applicable Addressing & Data(Required) Address Case set to Mixed Case Deduplication method matches form Scheduling(Required) Drop-off date matches: Requested date on form Due date in ticket Permit & Compliance(Required) Permit Number matches form or PAF All USPS-related selections align with job requirements Finished Piece Info(Required) Type (Letter / Card / Flat) is correct Dimensions (Width & Height) are accurate Thickness & Weight confirmed with production sample Agent Info (Critical Check)(Required) Prepared For (List Owner) matches client info: Company name Contact name Address MailerID CRID PAF ID Non-Profit number (if applicable) Final Verification(Required) All Mailer Properties match job form No missing or conflicting information Completion(Required) Click Save & Revalidate No errors after validation Back
