Product updates

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

Self-serve mailroom automations

We have shipped self-serve mailroom automations! Previously, this feature was handled by our CX team.

Mailroom automations automate common tasks you may take in your mailroom. Right now, the main task that is supported is team assignment. This new feature allows you to create rules to automatically assign mail to specific teams — for example, mail from the IRS could be assigned to Finance, or mail from the EDD could be assigned to HR.

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Combined with permissions, this feature set can ensure that only the right people have access to the right pieces of mail within your organization, automatically.

We hope features like these earn your time back so you can focus on what matters most!

Electronic Check Deposit Onboarding

This sprint we also updated the account verification processes associated with our check deposit product.

List View (beta) improvements

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

• More intuitive scrolling behavior when you switch pages
• Hover animations and defaults
• Layout issues
• General bug fixes

Launch Alexandria, VA

This sprint we also launched in Alexandria, VA! Congrats team 🙂