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Directory Monitor PDF to a list template: User NotesStep 1: Create an address list template Step 2: Assign template to a directory Step 3. Place a CSV and PDF in that directory of the same name (i.e. test.pdf and test.csv) . Step 4: The documents will send. The jobs will be created and completed.
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Tell Directory Monitor What to MonitorClick here to view a demo that shows you how to add a directory / monitor / folder to Directory Monitor. Directory Monitor will whisk documents in a specified location away and turn them into real mail. Before that can happen, you have to tell Directory Monitor which location to monitor. Follow these steps to add a monitor. Please note: you must already have a saved template to add a monitor.
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Log in / Link Account to Directory MonitorClick here to view a video that shows you how to link your Click2Mail account to directory monitor. While Directory Monitor is running, click "Link account" in the upper right hand corner. Click "Add New Account". Enter your Click2Mail username and password. Click "OK". You will receive confirmation that your login credentials been validated. The account you entered will be visible in the added accounts list. To minimize the accounts dialogue, click the profile icon in the upper right hand corner.
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Create an Address Capture Template in Directory MonitorClick here to view a video that will show you how to create an Address Capture Template in MailJack+ Directory Monitor.