Collate Option

The "collate" option is available when needed.

The collate option allows you to upload a PDF document that includes recipient-specific information (such as a letter introduction like "Dear John Smith") throughout the document. The collate option will tell our system that page 1 of your PDF needs to match recipient 1 in your address list.

As long as the address list and the PDF document are in the exact same order, then all recipients will receive the documents that are specific to them.

A good example where this would be applicable is if you create a PDF document using Microsoft Word where the letters each include someone's name.

Be sure to review the proofs carefully before approving a job that uses the collate option to ensure all information matches. We recommend reviewing as many proofs as possible. For large mailings, we recommend viewing a handful of proofs towards the beginning, middle, and end.