Customers are expecting a 1-2 day turnaround time for your final approval of their account. Approving customers in a timely manner is an important part of meeting customer requirements.
Click here to go directly to the Approve Pending Mailboxes page or follow the below steps.
- You will receive an automatic notification from us once a customer has submitted the required documents or successfully completed their application for approval and the customers document been pre approved by our 1583 team.
- If you did not receive a notification or if you do not see the customer pending on your dashboard, this means that that the customer is not ready to be approved.
How to approve customer's documents:
1. Scroll down to the Document Approval tile and click on the "Pending box.
2. Identify Pending Recipient.
- The Approve Pending Mailboxes screen will list all of the customers awaiting approval.
- Click "Show All" to view all accounts, instead of only showing those from the past 45 days.
- Click "View Docs" to view the documents provided.
3. Perform an Action:
- Click the check mark to accept the customers document.
- Click the return arrow to the documents back to our 1583 team.
- Click the X to reject the customer.
4. Confirm your selection:
- Approve and Upload to the USPS BCG- iPostal1 will upload the customers documents at a small fee of $3.00.
- Approve Only- You are require to upload the documents to the BCG.
Additional Features:
- Send Email- communicate further with the customer about their forms/IDs.
- Email History- view all communications by iPostal1 and the customer.
- Docs History- view all activity and notes submitted.
Note: If you accidently approve a customer please contact support to un approve.