The Batch Print feature included with your Credit Repair Cloud account will save you lots of time. This feature will organize all letters that are ready to be printed or processed through CloudMail in a single PDF file/batch. Now you can print or send all your letters at once without having to go to different client profiles.
In this article, you will learn about:
To start, make sure you have the following:
How do I batch send letters through CloudMail?
Click on Batch Print
If you have any saved letters waiting to be processed through CloudMail or printed, those will be found here.When no pending letters are saved, you must select the letters you want to send through CloudMail.
Click on Send With CloudMail
Select the Attach ID Documents To option that suits your client’s scenario
The available options are:
All letters
All round 1 letters
Do not attach ID Documents
Select a Return Address on Envelopes option
The recommended option is Use Company Address (LPOA Letters).
Select a Print Color Mode and Set-Up for each letter
Print Color Mode Options: Black & White or Color.
Set-Up Options: Single-Sided or Double-Sided.
Select a USPS Mail Class option
USPS Mail Class Options: First Class or Certified.
Review the Total Cost
(Optional) Click on Add Balance to add funds to your balance if needed
Click on Submit Order
Follow any confirmation prompts to complete the sending process.
Next, you should see a processing screen followed by a confirmation message.
How do I batch print letters locally?
Click on Batch Print
If you have any saved letters waiting to be processed through CloudMail or printed, those will be found here.When no pending letters are saved, you must select the letters you want to print.
Click on Download & Print Locally
Select an "Include photo ID, proof of address, SSN verification and LPOA (utility bill, insurance bill, etc) documents with:" option:
The available options are:
Round 1 Letters Only
All Letters
Exclude
Click on Download Letters
Click on Yes, Continue
Important Note:
All popup blockers must be turned off to be able to preview and print the letters.
This will generate a PDF file for you to print and mark the selected letters as printed instantly.
Print the file using your preferred printing options
Advanced letter filtering
When browsing the pending letters, there are some filters you can use to quickly locate the letters you want to include in the batch print file.
Available filters:
Today’s Letter:
This will show you all letters created on the current day.
Client Name:
Enter your client’s name to locate their pending letters.
Date Range:
This will show you all letters created between the selected date range.
All Round / Round 1 / Round 2 / Round 3:
This will show either all letters regardless of the round that your client is in or letters that correspond to the selected round.
All / Printed / Unprinted:
This will show either all letters or printed/unprinted letters, depending on your selection.