Auto-Hold Mailings For Review

We actually have a few different ways to do this depending on what you want to accomplish.

One way is to contact us and have us put your account into an auto-Hold status. This will force every job that is loaded by your organization into a Hold status. Each job would need to be taken off Hold in order for us to continue processing the job.

Another way is to simply not approve the job that you uploaded. The approve process takes place after you review your job listing and confirm the proof and the number of recipients. The job will stay in "Please Review" status until someone returns to the Dashboard, clicks on the Job and finishes the approval process. The added benefit of this method is that recipients can still be removed from the mailing by whoever is reviewing the job. The "deleted" recipients are remembered by the website and are not officially deleted until the approval is complete.

The third way is to manually put the job on hold after you load and complete the job. This is done on the Dashboard page by finding the job you want to hold and clicking on the Hold (Pause Job) icon. This becomes an extra step in the process and is not recommended if you need to hold every job that is loaded.

The final way to do this is on a user-by-user basis by an Administrator user within your LetterStream account.  Administrators (those who set up new users within your company) can flag certain user accounts so that all jobs loaded by that user are automatically put on hold. This process works well when creating accounts for new users. Once a user is proficient at creating jobs or you no longer feel the need to review their jobs, the auto-hold status can be removed from their account.

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