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eDocketing Online Help    Screen Help

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eDocketing Home Page
Bulk Mail Customer Login Page
Reset Password Page
Main Page
Self-Care Page
Mailing Agent Permit Page
User Accounts Page
Docket Maintenance Page
Direct Mail Approval Page
Docket History Page
Product Group Page
Docket Details Page
Product Selection Page
Current Docket Page
Docket Confirmation Page
Docket Commit Page
Report Page
eDocketing Home Page
This is the main eDocketing page where customers can log onto the eDocketing website.

Bulk Mail Customers
Bulk Mail Customers can log into the eDocketing site using either the default administrator account or one of their created user accounts.

Reset Password
Where Bulk Mail Customers have forgotten the password to their administrative account, they can request that their password be reset to a new random password and an email advising them of their password will be sent to their registered email address.

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Reset Password Page
Bulk Mail Customers who have forgotten their passwords can have the password reset on the default administrative account.

To do this, customers need to enter their Account Number and Ceadunas Number in the boxes provided as well as the registered email address for their account. On recognition of this information, a new password will be generated and emailed to the customer. If these numbers are not recognised, an error will be displayed.

The customer will then be required to change their password the next time they log into their account.


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Bulk Mail Customer Login Page
Bulk Mail Customers need to enter three fields in order to log into the eDocketing site. These are:

Account Number

This is the customer's account number which is invoiced for the mail services used.

User Name
This is the name of the account the user wishes to use. There is a default administrative account which can be used to create additional user accounts. These accounts can be assigned access to the different sections of the website.

Password
This is the password associated with the Account Number and User Name pair. When the customer logs in for the first time they are required to change the password to one of their own choosing. This password must meet the necessary security criteria, i.e. it must be at least five characters long, contain at least one numeric character, at least one alphabetic character, at least one uppercase character and contain no non-alphabetic characters.

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Main Page
This is the main page presented to the user when they log in. They are presented with the following options:

New Docket
Selecting this option will allow the customer to create a new docket.

Docket Maintenance
Selecting this option will allow the customer to review previously created dockets. They can reprint, cancel, copy, view or export to PDF the docket on this screen. If the Display € Values has been unselected for the users account then no monetary values will appear on this page.

Direct Mail Approval
Allows you to view and approve your Direct Mail bookings (Postaim/Publicity Post).

Self Care

The customer can use this page to change their password and to create Mailing Agent permits.

Report

The customer can create and export to a CSV file a report showing information on the dockets they have created.

If an account has been disabled for web access then they will be prevented from creating new dockets but will be allowed to review previously created dockets.


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Self Care Page
This page allows Bulk Mail Customers the facility to change their password and to create Mailing Agent Permits which allow Mailing Agents to create dockets under their account. They can also create additional User Accounts to allow additional access to their account.

Change Password
To change the password, the customer must enter their current password and their new elected password twice for verification purposes. The new password must meet the necessary security criteria, i.e. it must be at least six characters long, contain at least one numeric character, at least one alphabetic character, at least one uppercase character and contain no non-alphabetic characters.

Mailing Agent Permits
This option allows the customer to maintain previously created Mailing Agent Permits and to create new permits.

User Acconts
This option allows the customer to maintain previously created User Accounts and to create new accounts.

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Mailing Agent Permit Page
This page displays a list of all the previously created Mailing Agent Permits for the customer. Each permit is listed with the Start Date and End Date of the period that the permit is valid for as well as the name of the Mailing Agent that the permit applies to. Next to each permit are two buttons. They allow the customer to Modify or Delete the permit.

Modify Permit
Selecting this button will display the permit details where the Start Date, End Date, Display € Values and Password fields can be modified as required. When the customer returns to the main permit page any changes made will be reflected. The password must meet the necessary security criteria, i.e. it must be at least five characters long, contain at least one numeric character, at least one alphabetic character, at least one uppercase character and contain no non-alphabetic characters.

Delete Permit
Selecting this button will display the permit details to the user. If the customer chooses to delete the permit then the permit will no longer be listed on the permit page and the Mailing Agent will no longer be able to log in.

In order to create a new permit the customer must select the Create New Mailing Agent Permit button. The customer must enter the account number of the Mailing Agent, and a start and end date for the permit. The end date must not be a date in the past and must come after the start date. The customer can also give the Mailing Agent the right to approve Direct Mail bookings (Postaim/Publicity Post) on their behalf. There is also an option Display € Values, this will determine whether the monetary values are displayed for the mailing agent. The customer must then assign a password to the permit. The customer and the Mailing Agent will receive an email 7 days, 3 days and 1 day before the date the Mailing Agents permit is due to expire.

If the details are valid then a confirmation screen is shown before the permit is stored.

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User Account Page
This page displays a list of all the previously created User Accounts for the customer. Each account is listed various elements of the website that the account has access to. Next to each account are two buttons. They allow the customer to Modify or Delete the permit.

Modify Permit
Selecting this button will display the permit details where the Name, Password and Access Level fields can be modified as required. There is also an option Display € Values, this will determine whether the monetary values are displayed for that users account. When the customer returns to the main account page any changes made will be reflected. The password must meet the necessary security criteria, i.e. it must be at least five characters long, contain at least one numeric character, at least one alphabetic character, at least one uppercase character and contain no non-alphabetic characters.

Delete Account
Selecting this button will display the account details to the user. If the customer chooses to delete the account then the account will no longer be listed on the account page and the customer will no longer be able to log in.

If the user is logged in using an account other than the default administrative account then they will not be able to delete their own account. It can only be deleted by the administrative account or another account with sufficient permissions.

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Docket Maintenance Page
This page allows customers to view all the dockets created by themselves and by authorised Mailing Agents. A list of all the dockets is displayed with some summary information for each docket, e.g. submitted date, docket type. The most recent dockets are displayed at the top of the list with the older dockets appearing at the bottom of the list. If the Display € Values has been unselected for a user then no monetary value will appear on this screen for that User. Each docket has three options which the user can select. They are...

Cancel
If the docket has not previously been cancelled or accepted then the customer can cancel the docket. This functionality is not available for Publicity Post Mailings. In order to cancel a Publicity Post Booking you must contact Direct Mail.

Show
This will show a detailed view of the docket and its products as well a list of all the events that have occured for the docket. The user will also have the option of reprinting or exporting the docket to a PDF or Approving Direct Mail Bookings (Postaim / Publicity Post). The Adobe Reader software needs to be installed on the user's machine in order to view the document. A link to the Adobe site is provided to download the software.

Copy
Selecting this option will start a new docket using the information from the previous docket. The posting date will be set to the current date. The customer is brought to the Current Docket page. If the docket was created by a Mailing Agent then this option is not available. This option is not available on Direct Mail Products (Postaim/ Publicity Post).

If there are more than ten dockets then the customer can navigate through the various pages using the navigation links at the bottom of the page.

A summary value of all the dockets listed is also displayed at the bottom of the page for the customer's information.

The customer can filter the dockets displayed on this page by selecting a start and end date. Only dockets posted between these dates will be displayed.

The dockets displayed can be further filtered by selecting the docket status to display. Only dockets with this status will be displayed. The valid values for the status are...

Submitted - when docket created.
Cancelled - when docket cancelled by customer or Acceptance office.
Accepted - when docket processed by Acceptance office.
Returned - when mailing returned to customer by Acceptance office due to a problem with mail.

A list of all the users who have created dockets is also available to filter the results.

Another filter list is available containing the names of all the Mailing Agents that have created dockets on behalf of the customer.

Any of the filter can be used either on their own or in conjunction with other filters to control which dockets are displayed.

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Direct Mail Approval Page
The Page allows the customer to view all Direct Mail (Postaim / Publicity Post) bookings that need to be approved.

Cancel
Not available for Publicity Post bookings.

Show
This will show a detailed view of the docket and its products as well as a list of all the events that have occurred for the docket. The user will also have the options of reprinting or exporting the docket to a PDF or Approving Direct Mail Bookings. The Adobe Reader software needs to be installed on the user's machine in order to view the document. A link to the Adobe site is provided to download the software.

Copy
This option is not available on Direct Mail Products (Postaim / Publicity Post).

If there are more than ten dockets then the customer can navigate through the various pages using the navigation links at the bottom of the page.

A summary value of all the dockets listed is also displayed at the bottom of the page for the customer's information.

The customer can filter the dockets displayed on this page by selecting a start and end date. Only dockets posted between these dates will be displayed.

The dockets displayed can be further filtered by selecting the docket status to display. Only dockets with this status will be displayed. The valid values for the status are...

Submitted - when docket created.
Cancelled - when docket cancelled by customer or Acceptance office.
Accepted - when docket processed by Acceptance office.
Returned - when mailing returned to customer by Acceptance office due to a problem with mail.

A list of all the users who have created dockets is also available to filter the results.

Another filter list is available containing the names of all the Mailing Agents that have created dockets on behalf of the customer.

Any of the filter can be used either on their own or in conjunction with other filters to control which dockets are displayed.

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Docket History Page
The history page for a docket shows all the details for a docket. This includes all the information entered by the customer during the docket creation process. All the products entered by the customer are also listed on this page plus the total amount and quantity of mail entered.

A list of all the events that have occurred against this docket are also listed. These events include when the docket was created, when it was processed by the Acceptance system as well as any changes that were made by the Acceptance Officer during processing.

The docket can be reprinted by selecting the Print button.

The docket can also be exported to a PDF file by selecting the Save as PDF button.

To return to the maintenance page the customer must click the Back button.

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Product Group Page
This page provides the customer with a drop down window with a list of all the product groups that a customer can select a product from for the docket.

To use certain product groups the customer needs to sign up for the appropriate services, e.g. discount services. Certain products groups are available to all customers and will always be listed, e.g. Standard services. Direct Mail (Postaim / Publicity Post) products are not available via this page.

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Docket Details Page
When a customer chooses to create a new docket they must first enter all the necessary details unique to the docket. This information includes

The docket posting date.
A Purchase Order Number.
The contact name.
The contact telephone number.
The contact email address.
The type of collection.
Docket Comment.
Licence Number.
Presentation Office.

Only the Comment and Purchase Order Number fields are optional. The website also performs validation on the data entered in these fields to prevent any problems. An error page is displayed if there is a problem listing the actions that need to be taken.

Clicking the Clear button will clear the values of all the fields so that they revert to their initial values.

If a Purchase Order Number is entered then a confirmation screen will be displayed when the user selects the Continue button.

An optional Docket Comment field can also be filled in by the customer. This will be included on the printed docket.

If the customer is a Mailing Agent then a list of the current permits available to them will be displayed on this page. They will need to enter the password in order to proceed. The list of Presentation Offices will contain both Agent and Customer Offices when a permit is selected.

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Product Selection Page
In order to add a product to a docket the customer needs to select the appropriate values from a series of drop down listed. These are...

Product Type.
Mail Type.
Destination.
Line Comment.
Weight Band.
Quantity Band.

If there is only one option or the option does not apply to the selected service then the next option is displayed and the appropriate text displayed instead. Once the appropriate choices have been made, the customer then needs to enter the Item quantity. The entered value is then checked against the selected quantity band for this product to ensure they are valid.

The Line Comment field is optional.

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Current Docket Page
This page displays a summary of the current docket. It shows the details entered for the docket as well as a list of all the products the customer has selected. If the Display € Values field has been unselected in the user setup then no monetary value will be shown. The following options are available to the customer...

Modify Details
Brings the customer back to the Docket Details page where they can modify the entered data.

Add New Product
Brings the customer back to the Product Selection page where they can select the appropriate options for a new product.

Delete Product
Displays a summary of the entered details for the product and asks the customer to confirm the deletion. If they confirm the action they are returned to the Current Docket page which is updated to reflect the product deletion.

Modify Product
Displays a summary of the entered details for the product and allows the customer to modify the Item Quantity. If they confirm their changes then they are returned to the Current Docket page which will reflect the changes made to the product.

Cancel Docket
The customer can cancel the docket and discard all the entered data. They are shown a confirmation page where they are asked to confirm that they wish to cancel the docket creation. If the docket is cancelled then they are returned to the main page.

Confirm Docket
Once the customer is happy with the docket and the products entered they then select the Confirm button to begin the process of committing the docket.

There is a maximum number of 10 products that can be entered for any docket. Once the maximum is reached then the Add Docket button is disabled.

If all products are deleted from the current docket then the Confirm Docket button is disabled as a docket must contain at least one product.

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Docket Confirmation Page
When the customer wishes to commit the docket they are presented with a screen requiring them to confirm their action. This page displays a summary of all the entered data as well as showing the total value of all the products selected for the docket.

This page also contains terms and conditions text which the user acknowledges when they click the Commit Docket button.

Selecting the Back button will bring the customer back to the Current Docket page.

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Docket Commit Page
When the docket is committed then the customer is shown this confirmation page. The docket number of the new docket is displayed to the customer and a button is shown which allows the customer to print the docket.

Clicking the Print button will open up a new window where the final docket can be seen. Clicking the Print Docket button will send the dockets to the printer. Two will be printed, one will be kept by the customer for their own records while the other is included with the mail for collection.

Clicking the Save as PDF will export the docket to a PDF file for the user to either view or save to their local machine. The Adobe Reader software needs to be installed on the user's machine in order to view the document. A link to the Adobe site is provided to download the software.

The Continue button will return the user to the main page.

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Report Page
A report showing all the dockets created for the customer's account between two specified dates can be generated by the user from this screen.

If the Display € Values button has been unselected for a user then no monetary values will appear on the reports.

The generated report can then be exported to a CSV file if the user desires.

The CSV file can either contain summary details of each docket in the generated report or it can contain all the details for the various items in each of the dockets.

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