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.

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 on the Person, Company & Foundation, or Donor bases.

   • 📝Note: Other base types (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, you can include CSS to define page sizes, page breaks, and more.
    

8. Select Preview Message to test dynamic content on with a record.

9. Select Send Message.

10. Select Download PDF.

11. Select Send to download a proof of the PDF.

12. When you’re finished editing the PDF, select Send Mailing.

13. Configure the Send Mailing settings.

14. 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.

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, 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.