Can my team use Mailform together?
Edited

The short answer is Yes!

Teams allows you to manage a small team or company account. While anyone can use Mailform without signing up or creating an account, you clearly need to do this to set up and manage your team - simply click the "SIGN UP" button on the right of the Mailform homepage.

Feature Descriptions

Once you’ve signed up for Mailform, a “TEAM” button will be available to you in the navigation bar on the top left of the website. Teams with Mailform are built to help companies manage their mail collectively and remotely

Custom Pricing - Customers who sign up team members can request bulk mail prices to apply across the entire teams orders. We review this monthly and this means if you send a large volume of mail over a long time, you can get our lowest prices always.

Corporate Billing - Add a corporate card which can be centrally managed by the team leader. After a one month evaluation period, send a note to support@mailform.io to request monthly billing to be paid via credit card or ACH.

HIPAA Compliance - Our service is HIPAA compliant for all of your mail with individually identifiable health information. Each users account can be specified to require a HIPAA compliant service (rather than the entire team)

Account Management -

  • PROFILE - Settings: Pre- populate your company name sender address for all team members via the “Profile” section

  • TEAM - Accounts: Review, add and remove members of your team

  • TEAM - Orders: Review order history across your team and gain access to previews of documents sent within 1 month. Also review invoices for monthly billed accounts.

HOW TO USE CREDIT ACCOUNTS WITH TEAMS

Here are the steps for Team Account credit:

  1. Log into your Mailform account

  2. Click Team from the top menu

  3. Click the Settings Tab

  4. The Team Account Balance can be found here and you can add more or set it to automatically refresh. 

This credit amount is usable by you and your team and can be selected at checkout.

Here are the steps for Personal Account credit:

  1. Log into your Mailform account

  2. Click Profile > Settings

  3. Click the Billing Tab

  4. The Account Balance can be found here and you can add more or set it to automatically refresh. 

This credit amount is only usable by your user, not the team.

MANAGING YOUR TEAMS

After signing up with Mailform and creating an account, you can start managing your team by going to the Teams page. Here you will see an overview of your team's activity, including the team members, mail sent, and more. Here are some essential tools for managing your team: 

ORDERS: Review order history across your team and gain access to previews of documents sent through the receipt.

USERS: Review, add, and remove members of your team. You can also set a different default return address for each member on this tab.

SETTINGS: Pre-populate your company name sender address for all team members here. you can also purchase additional credits, view the balance and set automatic recharge for you team here.

RETURN ADDRESSES: If your team operates from different locations or has the need for return mail to be sent to different locations, this tab allows you to setup various addresses that will be available for your team members to choose from when placing orders.