Checklist
Business Mail Setup Checklist
This guide reduces confusion for new customers who are setting up scanning, forwarding, and document handling for the first time.
Confirm the business address and mailing rules.
Decide which items should be scanned, forwarded, or shredded.
Document who gets notified when new mail arrives.
Set a review cadence for invoices and compliance mail.
Keep a recovery path visible for users who forget their login.
Audit the mail workflow after the first week of use.
What good looks like
Users know where mail goes, who sees it, and what happens if a scan, forward, or shred action is required.
Scanning and digital access
Compliance and recovery