Setting up your account
We're excited to have you as a new member and want to provide you with the resources you need to get the most out of outsourcing your direct mail printi...
Wed, 28 Jul, 2021 at 10:02 PM
To connect your Rex/MyDesktop, please follow these steps: Go to your profile account by clicking the icon located at the upper right-hand corner...
Wed, 28 Jul, 2021 at 9:53 PM
To configure Rex page margins and templates, please follow these instructions: Login to your Rex account. Go to Admin > Agency Settings &a...
Wed, 28 Jul, 2021 at 9:54 PM
To create your own letter template in Word document that is compatible with CRM2Print, please follow these steps: Prepare and type your lette...
Mon, 26 Jul, 2021 at 8:19 PM
To upload a custom letter template in CRM2Print, simply follow the steps below: On the left-hand side of your CRM2Print account, click Templates. Clic...
Mon, 26 Jul, 2021 at 7:59 PM
CRM2Print also offers users the ability to upload an external .csv file, an existing Word template and still access all the benefits of the system. It provi...
Mon, 26 Jul, 2021 at 8:30 PM
Create your first Print Job to start saving time sending letters manually. &n...
Mon, 26 Jul, 2021 at 7:59 PM
Our users do have the option to check and track their print jobs through the options provided in the system. You may check your letters by status: Draft, In...
Mon, 26 Jul, 2021 at 11:29 PM
To appoint a print job approver, please follow the steps below: Click the Profile icon located at the upper-right corner of your CRM2Print account...
Wed, 28 Jul, 2021 at 10:08 PM