Primary Documents

Getting Started

This guide explains what the primary document is in a mailing created through LetterStream. You’ll learn its purpose, how it differs from inserts, and how it fits into the assembly of your final mail piece.

In This Article

What Is the Primary Document?

The primary document is the main document in your mailing.

It may include personalized or variable data, such as:

  • Recipient name
  • Address
  • Account numbers
  • Specific instructions or messages

This document is often unique for each recipient and is placed at the forefront of your mailing.

How It Fits in the Mailing Process

When you create a mailing with LetterStream, your job usually includes:

Primary Document – The core letter, personalized per recipient.

Additional Inserts – Optional attachments (like flyers or return envelopes) that are added to every envelope.

Envelopes – Outer envelopes for mailing and optional inner return envelopes.

LetterStream's system assembles all components together, with the primary document on top.

Tips for Preparing Your Primary Document

  • Ensure all variable data is correct and consistently formatted
  • Embed the information contained in the PDF to ensure proper printing
  • If including address information on the document, make sure it fits the window envelope placement if not using a cover sheet

By setting up your primary document correctly, you help ensure smooth processing and accurate delivery.