Automatic Actions is a feature where regular action requests like Scanning, Forwarding, Recycling and Shredding are requested automatically, based on your set timing.
To apply Automatic Actions follow these steps:
- Log into your Dashboard, click on Settings.
- Select Automatic Actions, from the left submenu.
- Click the Add button, and it will take you to Automatic Actions page with 3 options Timing, Mail Types and Actions.
- Click Save to save information.
Timing is when you want the selected action request to happen.
- Upon assignment
- The action request selected will immediately be executed as soon as new mail comes into your Inbox.
- Once the operator assigns a piece of mail, it will automatically go to your Pending folder, and it will be waiting for the operator to complete that action request.
- Day(s) of the Week
- This option lets you set the day (Monday to Sunday) the action request will happen.
- Day(s) of the Week (Bi-weekly)
- The action request selected will be executed on a specific day or days of the week, every two weeks.
- Day(s) of the Month
- This option lets you set a specific date of the month the action request will happen.
Note: Put 31 for end month instructions, the system will automatically adjust to the last day of the month.
- Before accruing storage fees
- This option executes the action request before the mail item starts incurring storage fees.
- Age of a mail item in days
- This option lets you enter a specific number of days before the system executes the action request for your mail items.
- First specific day of the Month
- This option allows you to select the first specific day of the month on which the action request will be executed. (e.g. First Monday of the month).
- Last specific day of the Month
- This option lets you select the last specific day of the month that the action request will be executed (e.g. Last Friday of the month)
Mail types - here you can select the mail types that will be affected by the Automatic Action.
- Any - is for any kind of mail items
- Specific - is used to further define mail items to be scanned, forwarded, recycled and shredded. (e.g. Standard Envelope, Small Box)
Actions
- Open and Scan - to request for open and scan.
- Forward - you need to fill out the Forwarding Address, Service Preference, Fulfillment Type, With Insurance, With Tracking and Notes to the Operator.
Notes: International forwarding addresses are not included. Kindly go to your Inbox to request international forwarding.
- Recycle - to request for the physical mail item to be thrown away or discarded
- Shred - to request confidential documents to be shredded.
- Click Save to save information.
If you still need assistance, you can reach us at the following channels:
Call us - https://www.anytimemailbox.com/contact
Live Chat - https://www.anytimemailbox.com/
Email: help@anytimemailbox.com