• Admins enable Reused Tracking Number Settings and set a time window
• If a scanned tracking number exceeds that window, users can choose Receive as New Package
• Available in both web and mobile receiving workflows

• Select Mailroom Pickup by Tracking Number on the Delivery page
• Available on web browser and mobile app

• Enable Reused Tracking Number Settings under Inbound Carrier Settings
• Set a reuse window between 1–24 months
• After the set duration, users can reuse tracking numbers on the Receive page

• Choose Tracking Number or Manifest from the Deliver page dropdown
• Find packages by tracking number, recipient name, email, personnel ID, card ID, or custom fields
• Delivery behavior follows your Scan Packages for Delivery settings

• Select Receive as New Package to create a new package
• Select Edit Package to update the existing one
• Available for single and multiple receive workflows
• Appears only when the tracking number exceeds the reuse duration

• Admin Role: Enabled by default
• User Role: Visible but disabled; admins can enable
• Custom Role: Visible but disabled; admins decide applicability
• If multiple routes match, the system selects the first option, which can be changed manually
• If no match exists, the Route field remains blank for manual entry

1. Open the Manifest Filter page in the web or mobile app
2. Click Reset All to clear filters and return to the Manifest list
3. Remove individual filters by clicking the X icon next to any applied filter

The variable <lockerMaxDays> is replaced with <lastpickupdate> in all default templates. Updated templates show “Please pick up your package by <lastpickupdate>” and include the return warning if missed. Modified templates must be updated manually.

1. Go to the Manifest Filters page.
2. Find the Status dropdown below the Given To field.
3. Select one or more statuses (searchable, multi-select).
4. Click Done to apply the filter; filter count increments by one.

• On the Manage Notifications page, create a Receiving Notification.
• Select Requires Research from the Status Triggering the Notification options.

• On the Deliver page, search using any contact field (recipient name, email, personnel ID, or custom contact field).
• If no matches are found, the message “No items found” appears.

• On the Manage Notifications page, ensure the Given To contact has delivery notifications active.
• Delivered emails are automatically sent to the Given To contact’s email address.

1. Go to Admin > Templates.
2. Enable the Daily Consolidated Email toggle for the desired template.
3. Grouping can be configured independently for Enterprise, Division, Location, or Site.

1. Upload up to the allowed number of POD images (per the configured photo limit).
2. Info messages appear to indicate total image limits and minimums.

1. Go to Admin > Delivery Settings > Proof of Delivery (POD).
2. Adjust the maximum photo limit (1–5).
3. Option applies only when the Photo setting is Optional or Required.

• Audio plays automatically when a pop-up appears
• Works on Receive, Edit, Deliver, and Pouch workflow pages

• After scanning the first package, select Scan More to add additional packages
• If all packages don’t fit, cancel or move remaining packages to a new locker reservation

• Enable or require the PO Number field on Receive, Edit, Deliver, and Pouch forms
• PO Number appears in Package Activity columns, custom views, and exports
• Users can search by PO Number with Begins With, Contains, or Ends With logic
• Mobile users can show PO Number in lists and search across all pages
• PO Number can be added to Receiving Notification emails

• Pop-up options: Yes, Add in New Pouch or No, Keep in Existing Pouch
• Logs removal and addition events with timestamps
• Success message confirms transfer, including package ID, pouch ID, and time
• Packages removed but not saved remain unassigned

• Pop-up options: Yes, Remove from Pouch or No, Keep in Pouch
• Opens the package in edit mode for quick updates

• Hover over a column header edge and drag to resize.
• Wider columns display more text; overlapping columns may hide extra text.
• Your settings are saved for your next session.

• Step 1: Fill in required fields like Notification Name, Status, Send Via, and Visibility
• Step 2: Customize language, subject line, and message content using templates

• On the landing page, labels now say Add New Asset and Manage Asset
• In the Asset menu, Add is now Add New Asset, and Assign is now Manage Asset
• Icon updates match these label changes on both web and mobile

• Scan a barcode from any workflow page in the mobile app
• If one result is found, the Package Location field fills automatically

1. Go to Settings > Address Book
2. Click Export > Export Automatic Contacts
3. Enter the Folder Path and SFTP URL
4. Select the authentication option
5. Add emails in the Notifications section
6. Choose the date and time for export
7. Click Save Configuration
8. View/edit/delete exports in Task Scheduler > Automatic Export List
9. View export status in the History screen

1. Navigate to the Manage Division and Locations screen.
2. Click Import and choose Add or Remove sites/locations.

N/A

• Go to the Scheduled Exports tab
• View or edit tasks in the Automatic Export scheduler
• Check status from the History screen

1. Go to Settings > Receiving > Package Statuses.
2. Use the edit icon to set statuses as Active or Inactive. All are Active by default (except Received and Delivered, which can’t be deactivated).

1. Navigate to the Manage Division and Locations screen.
2. Click Import and choose Add or Remove sites/locations.

1. Go to Receiving Settings under Checkpoint.
2. Select multiple sites to apply saved settings.

On the Delivery Settings screen, you can enable these search options:

• Recipient Name
• Email
• Personnel ID
• Custom contact field(s)

The Package Location field is now required when saving packages. Desktop users can adjust this in Input Field Options to make it optional.

On the Package Delivery screen, under the Package tab, you can search using:

• Tracking Number (default)
• Recipient Name
• Email
• Contact Custom Field
• Card ID (when enabled)

A 30-day default duration applies to all fields except Tracking Number, which you can customize.

Desktop users can search for recipients to retrieve undelivered packages for a specified period using:

• Name
• Email ID
• Personnel ID
• Custom Field

On the Add Custom Field form, you’ll see clearer labels and better-organized sections for assigning fields.

Upon logging in, you'll be prompted to agree to the "Rules of Behavior." Failure to agree will log you out and redirect you to the login screen for re-authentication.

Enable "Partial ID" under Card Scan Settings and Delivery Settings to streamline package tracking.

In the Insert Variable Data Field dropdown, below "costAccountName," you’ll find Received Date to include in your email notifications.

On the Package Tracking page, you can now filter by "Received Date" or "Last Modified." Select your preferred filter using the radio buttons, and your choice will be saved for future use. A new "Last Modified" column is also added for easy reference and is included in exported reports.

1. Under Assets > Assets List, click on the Asset Usage link.
2. Track your usage with banners that display on key pages such as the Home Page, Add Asset, and Manage Asset pages when usage exceeds 95%.
3. Once you reach 110% of your asset limit, you'll be prompted to upgrade your plan.

1. On the Proof of Delivery screen, go to the Scan packages for Delivery option.
2. Select your desired option (whether to scan all packages or skip scanning). This setting will apply to the "Deliver All" option.

1. Go to Receiving Settings > Pouch.
2. Under "Copy Pouch Details to Package inside," select the fields you want to copy (all, a subset, or custom fields).
3. Save your preferences to automatically apply these details when you receive, edit, or deliver a Pouch.

Users with the appropriate role will see the "Manifest" toggle on the Deliver page of the mobile app. This feature is available for Fireball 2.0, PitneyTrack Pro, and PitneyTrack BYOD plans.

In the Multi-Package workflows (receive, edit, and deliver), you'll see global values for the following fields:

• Recipient
• Carrier
• Sender
• Custom Fields
  If any field has different values across packages, it will be marked as "Mixed."

• Under Add Custom Field, choose the field type (Radio Button or Checkbox).
• Assign it to the appropriate page/form.
• View values on Package Activity, Package Details, and more.

• Go to the Manifest screen.
• Select the filter option: "Packages unassigned to building."
• Only packages with 'Site' as the Package Location will be shown.