Skip to main content

How to approve or unapprove mail pieces in bulk

Use bulk actions to approve or return multiple loan-level records at once.

M
Written by Marlaya Peace

Overview

Production Files includes bulk actions for approving or unapproving multiple mail pieces without finding each record manually.

Approve mail pieces in bulk

  1. Open Job Processing.

  2. Select Production Files.

  3. Select the job that contains the records.

  4. Select Approve Mail Pieces.

  5. Upload the required loan list file.

  6. Confirm that each loan number includes all 10 digits, including leading zeros when applicable.

Approved mail pieces move to Ready to Print.

Unapprove mail pieces in bulk

  1. Select the job that contains the records.

  2. Select Unapprove Mail Pieces.

  3. Upload the required loan list file.

  4. Confirm the updated status in the lower loan-level area.

Unapproved mail pieces return to Waiting Approval.

Did this answer your question?