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Ratings and Reviews 0 Ratings
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What is DocuPost?
DocuPost is an innovative digital mailing platform that allows organizations to effortlessly upload, design, and dispatch physical letters, postcards, and checks through the U.S. Postal Service using an online dashboard, thus eliminating the need for traditional mailing practices and post office visits. This service offers users the option to send both individual and bulk mail, featuring numerous customization possibilities, such as selecting between color and black-and-white printing, deciding on single or double-sided pages, and choosing USPS services like First Class, Standard, Priority, and Certified Mail, along with return receipts and tracking options. The platform guarantees the secure transmission of sensitive information in alignment with HIPAA regulations and integrates seamlessly with various customer relationship management and productivity tools, including HubSpot and FileVine, while also providing functionalities for managing mailing lists and address books for regular use. Additionally, DocuPost enables the sending of customized business checks complete with personalized logos, allows for PDF attachments, offers the capability to schedule mailings for future dates, and provides a user-friendly dashboard for tracking the status of all mailings, significantly improving the efficiency of postal communications. With its extensive range of features, DocuPost proves to be an essential asset for companies seeking to modernize and enhance their mailing workflows. Moreover, its user-focused approach ensures that businesses can streamline their communication processes while maintaining a high level of professionalism.
What is Broadridge DocuBuilder?
Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.
Integrations Supported
Filevine
Google Docs
HubSpot CRM
QuickBooks Online
Zapier
Integrations Supported
Filevine
Google Docs
HubSpot CRM
QuickBooks Online
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
95¢ per page
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
DocuPost
Company Location
United States
Company Website
docupost.com
Company Facts
Organization Name
Broadridge
Company Location
United States
Company Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents
Categories and Features
Direct Mail Automation
A/B Testing
Analytics/Reporting
Campaign Management
Data Import/Export
Delivery Tracking
Design Management
Event Triggered Mailings
List Scrubbing
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts