Product updates

List view is in general availability

List View is now available to all users! Over the past few months we’ve been experimenting with a new mailroom layout to make triaging mail faster and the results have been positive.

Some of the benefits we’ve heard about List View:

• Quickly move between different pieces of mail for faster handling (no more clicking in and out of mail items)
• Inspect the contents of your mail while bulk selecting
• Take action on mail directly from the main inbox view
• Increased information density and a more intuitive layout

And if you prefer the Gallery View, you can still access it via a toggle in the top right of your screen.

Notifications infrastructure

We rebuilt our email notification system to improve reliability and performance. You should now see notifications delivering within 15 minutes of an action being completed, instead of within 24 hours.

You may also notice some notifications have additional information — for example, assignment notifications now show what team a specific piece of mail was assigned to.

Print document scans

We added a print button to the document scan view to make it simpler to print your digitized documents!

Mail operations improvements

This sprint we improved a number of internal tools we use to ship and sort items to make sure your documents continue to get to you quickly and accurately.

Check deposit edge cases

We shipped some work this sprint to clear up edge cases associated with check deposits — specifically scenarios when users were requesting a deposit on a piece of mail that has no checks, and also a scenario where we would incorrectly detect multiple checks.

Mail operations improvement

We improved the UI and UX of some of the iPad based internal tools that our processing center specialists use to process mail!

Mail operations improvement

We improved the performance and image compression capabilities of our internal systems! As a result, we can now support document scans with up to ~1,000 pages.

Edit workflow automations

Users can now edit workflow automations! Previously, you were required to delete and then create a new one.

Platform prefill

Now, accounts with the correct authorizations can seamlessly collect and sign USPS 1583 forms and decrease the total number of steps and time to onboard their end customers. You can learn more about the new API capabilities here.

Does not contain

Workflow automations now support the “does not contain” operator. For example you could now make a rule that assigns all mail to finance that contains “IRS” and does not contain “California”.

Mail operations improvements

This sprint we continued to invest into our mail operations tooling. For example, we released a new tool to help us better visualize all actions taken on a mail item within our processing facility.

Workflow automations

This sprint we began testing workflow automations with a subset of customers. This feature allows you to automatically assign mail to the right teams based on attributes like sender, recipient, mail contents, and more. If you’re interested in learning more, please reach out!

Business recipient updates

You can now see which legal entity is associated with which business recipient in our recipients page!

Mail operations improvements

This sprint we also spent time improving a number of our internal tools to ensure your mail is processed accurately, and quickly. For example, we automated an edge cases associated with failed check deposits to give you more visibility into why a deposit may have failed.

Launch Columbus, OH and Detroit, MI

This sprint we launched in Launch Columbus, OH and Detroit, MI!

List View (beta) improvements

This sprint we shipped a number of List View improvements based on your feedback including

• Added additional pagination buttons to the bottom of the list view
• Improved mailroom empty states
• Adjustable drawer width
• Bug fixes and improvements