How does Electronic Documentation work?

1. How does Electronic Documentation work?

2. PostalOne!®Electronic Documentation • Electronic submission of postage statements and supporting documentation is required to realize all of the benefits available when using the Intelligent Mail Barcode. • Mailers will apply Intelligent Mail Barcodes to mailpieces, handling units, and containers and tie all of this data back to their electronically submitted documentation.

3. Benefits of eDocumentation eDoc: • Improves Information Exchange • Streamlines mail acceptance • Streamline drop ship scheduling

4. Electronic Documentation There are three methods that allow customers to electronically submit mailing information: • Postage Statement Wizard • Mail.dat® • Web Services

5. Electronic Submission Process USPS Accepts and Verifies Mailing

6. Postage Statement Wizard • Postage Statement Wizard (PSW) is a convenient feature which leads the customer step-by-step in completing a statement and sending it to the post office. When the customer submits mailing information electronically to the Postal Service, the customer will have online access to their mailing account 24/7 to check their account balance, ensure their fees are current, and view their mailing history. • The Typical User of thePSW falls into one or more of the following categories: • Typically presents hard copy postage statements • Typically does not use software to generate mailing information • Typically spends less than $7000 annually on business mailings

7. SCF Philadelphia 190 2C Pewaukee WI 530 Mail.dat® Electronic Submission • Mail.dat®is an industry standard embraced by a significant segment of the mailing industry and the US Postal Service. Mail.dat® is a relational database of multiple “connected” files permitting descriptions of each variable that can occur within a mailing. • The Mail.dat® file is created from the customers presort plan for mail preparation including transportation planning. The customer’s Mail.dat® file contains mailpiece destination, sortation, • and container information. • Typical user of Mail.dat®falls into one or more • of the following categories: • Performs transportation planning & drop-shipping • Mails large volumes and complex presorts • Use software programs to prepare and produce mailings Destination Container Bundle Mailpiece

8. Web Services Electronic Submission • Web Services (WS) provides customers with a business-to-business capability of submitting documents to the Postal Service using a secure internet connection. Web Service also allows business mailers to retrieve data stored in USPS data repositories. The customer is able to submit electronically transmit postage statements and supporting documentation. • This option enables the customer to convert mailing information into an XML¹ format that can be transmitted directly to the PostalOne! system. • Typical user of WS falls into one or more of the following categories: • Uses presort software programs • Mails medium to large volumes • Mails frequently (daily/weekly) • ¹ - eXtensible Markup Language

9. Electronic Submission Process http://blueshare.usps.gov/sites/bma/default.aspx

10. Electronic Postage Documentation Resources • For additional information on electronic postage statements and documentation, USPS employees should go to the BMA page (www.usps.gov/bma) and click on Webcast Broadcasts under Training. • For additional information on electronic postage statements and documentation, external customers should go to: http://www.usps.com/postalone/program.htm • External customers, scroll down the page to locate the “The 1-2-3” presentations.

11. STEP 1: Does customer have computer and Internet access? • STEP 2: Customer considers available methods: • Postage Statement Wizard • Mail.dat • Web Services STEP 3: Customer contacts district PSW coordinator to open an account STEP 4: Customer completes required application and receives user name and password STEP 5: Customer logs onto system to submit postage statements; reviews account; etc. Overview of Electronic Submission Guidance Steps

12. Electronic Submission Methods

13. Choosing an ElectronicSubmission Method Only major functions of each method are displayed below:

14. Questions? Discussion Inquiry Query Ask Dialog Probe Discussion Inquiry Questions Query Interview Dialog Investigate Inquiry interview Ask Examination