---
title: "Documents"
slug: "documents"
updated: 2026-03-09T22:21:53Z
published: 2026-03-09T22:21:53Z
canonical: "knowledge.technolutions.net/documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

**Document** is a Deliver method that renders a mailing as a PDF. In so doing, you can create print letters with all the formatting tools you’ve come to expect in Deliver: Liquid markup and looping, conditional content, and CSS styling.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Documents.png)

## Creating a document Deliver mailing

To create a new document mailing:

1. Go to **Deliver.**
2. Select **New Mailing.**
3. Configure the following settings:
  - **Name:** Enter a name.
  - **Folder:** Keep mailings organized by adding this mailing to a folder. Select *Other* and enter a name to create a new folder.
  - **Method:** Document
4. Select **Save.**
5. [Add a recipient list](https://knowledge.technolutions.net/docs/adding-a-recipient-list) on a query base in the Records category.
  - 📝**Note:** Query bases in the Related and System categories (such as Event, Gift, etc.) do not have record timelines and shouldn't be used as the base for recipient lists.
6. Select **Edit Message**.
7. Configure the message. Like with [badges](https://knowledge.technolutions.net/docs/event-mobile-passes-badges), you can include CSS to define page sizes, page breaks, and more. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/CSS styling for PDF pages.png)

1. Select **Preview Message** to test dynamic content on a record.
2. Select **Send Test/ Ad-Hoc**.
3. Select **Download PDF.**
4. Select **Send** to preview a proof of the PDF.
5. When you’re finished editing the PDF, select **Send Mailing.**
6. Configure the [Send Mailing settings](/v1/docs/sending-a-mailing).
7. Select **Save Settings.**

The mailing is sent to Outbox for approval.

## Approving and sending a document mailing from Outbox

To approve a document mailing for printing and delivery:

1. From the main navigation, select **Deliver.**
2. At right, select **Outbox.**
3. Select the document mailing you want to approve and print for mailing.
4. Select **Approve and Deliver.**
5. Select **Download PDF**. You’re prompted to download a PDF containing a document for each record in the recipient list.
  - 🔔 **Important:** This is your last chance to download the PDF for printing, as it isn’t available for download after the final *Approve and Deliver* is selected. This ensures the timeline date reflects the date of mailing.
6. Select **Approve and Deliver** to mark the mailing as Sent on the recipient record’s Timeline.