PB FIRST User Guide

User Guide

US English Version

For Service or Supplies

1 Elmcroft Road

Stamford, Connecticut 06926-0700

www.pb.com

Printed in the USA

Printed on recyclable paper

PBFIRST™

Software Application

PB Form SV60807 Rev. H 4/05

*sv60807revH*

Pitney Bowes, in its continuing product improvement program, has made every rea son able

effort to eliminate errors from its manuals and software products. As always, our aims are

quality, reliability, and ease of operation. However, Pitney Bowes assumes no liability for any

such errors, or misuse or misapplication of its operating manuals and products.

This manual may not be reproduced, in whole or in part, without the ex press written consent

of Pitney Bowes Inc.

These materials and the related software are conﬁ dential and pro pri etary property of Pitney

Bowes Inc. and may not be lent, sold, hired out, or made available to others in any form, or

be disposed of by way of trade in any form, without the express written consent of Pitney

Bowes Inc.

The data used in the screen examples in this manual are ﬁ ctitious unless oth er wise noted,

and are designed solely to document proper use of the software.

PB FIRST™ Software User Guide

SV60807 Rev. H

Eigth Edition, April 2005

Pitney Bowes Inc.

One Elmcroft Road

Stamford, Connecticut 06926-0700

PB FIRST, 3 Series, 4 Series, 5 Series, Ofﬁ ceRight DI350, FastPac DI400, FastPac DI500,

FastPac DI600, FastPac DI800, FastPacDI900, FastPac DI950, AddressRight DA900,

DocuMatch DC115, DocuMatch DC225, Envelope Designer Plus, VeriMove Net, ForwardTrak

Net, SmartMailer 7, and SureTrac are trademarks or registered trademarks of Pitney Bowes

Inc. Lexmark is a trademark or registered trademark of Lexmark International, Inc. Microsoft,

Access 2000, Access XP, Access 2003, Windows 98, Windows 2000, Windows Me, and

Windows NT are trademarks or registered trademarks of Microsoft Corporation. USPS and

NCOALink are trademarks or registered trademarks of the United States Postal Service.

Contents

SV60807 Rev. H PB FIRST Software User Guide i

✍

NOTE: If you are

reading this Software

User Guide on-screen

in Portable Document

Format (.pdf), click

this icon on the

Acrobat Reader

toolbar to display

bookmarks. Then click

on any bookmark to go

directly to that topic.

1 — Introduction

Who Should Read This User Guide ..............1-2

What Is PB FIRST? .......................................1-2

What Does PB FIRST Do? ............................1-2

What’s New in Version 13.01? .......................1-9

How Does It Work? ......................................1-10

System Requirements .................................1-10

Getting Help .................................................1-11

Software Version Information .................1-12

2 — The Basics

Installation and Initial Setup ...........................2-2

User Privileges and Passwords .....................2-3

Launching PB FIRST .....................................2-3

Logging On ..............................................2-3

Postal Coding Data Expiration Warning ...2-3

Changing Your Logon Password ..............2-5

PB FIRST Main Menu ....................................2-6

Advanced User Setup ....................................2-8

Accessing Advanced User Setup .............2-8

Advanced User Setup Dialog Box ............2-9

Job Options ........................................2-9

Project Options ................................2-10

Postal Code .....................................2-11

Data File Type ..................................2-12

Data File Setup ................................2-13

Overview of a PB FIRST Job .......................2-14

Basic Steps ............................................2-14

What Is Postal Coding? .........................2-15

What Is Presorting? ...............................2-15

About Printing a PB FIRST Job .............2-15

What Are Overcount Items? ...................2-16

What Are Presort Rejects? .....................2-16

Contents

ii PB FIRST Software User Guide SV60807 Rev. H

3 — Running a PB FIRST Job

Before You Begin Importing ...........................3-2

Importing the Input File ..................................3-2

Processing Options After Importing ...............3-3

Printing Without Postal Coding ......................3-4

Postal Coding Then Printing ..........................3-5

Before Postal Coding ...............................3-5

Postal Coding a Mail Job .........................3-5

Printing a Postal Coded Mail Job .............3-6

Postal Coding/Presorting, Printing .................3-7

Postal Coding and Presorting ..................3-7

Presort Container Labels .........................3-9

Overcount Postal Coded Items ..............3-10

Normal Presorted Items and

Normal Presorted Reject Items ..............3-11

Minimum Postal Coded Records to

Qualify for Presort Discount ...................3-12

Browsing Through Address Records ...........3-13

Individual Addresses ..............................3-13

Finding a Speciﬁ c Record or

Range of Records ..................................3-15

Printing Selected Pieces ..............................3-16

Sequence Number .................................3-16

Printing One Mail Item ...........................3-17

Printing Multiple Mail Items

(or an Entire Mail Job) ............................3-17

Job Splitting Among Multiple Printers

from the Browse Addresses Dialog Box .3-18

Contents

SV60807 Rev. H PB FIRST Software User Guide iii

4 — Beyond the Basics

Address Change Tracking .............................4-2

Addrs Report ............................................4-4

Archiving ........................................................ 4-6

Initial Setup ..............................................4-6

Enabling or Disabling ...............................4-6

Selecting the Path to the Archive

Directory ...................................................4-6

Archiving and the Import Process ............4-7

Archiving and the Printing Process ..........4-7

Barcode Support for 5 Series/DI800 ProPack

and DI900 ................................................4-8

Batch Mode ...................................................4-9

Data File Importing ......................................4-11

Duplex Printing ............................................4-12

Envelope Printer Support ............................4-13

Grouping ...................................................... 4-14

Inserting a Graphic Image ...........................4-15

Inserting Text ...............................................4-18

Job Splitting Among Multiple Printers

(Load Balancing) .........................................4-19

OMR Support ...............................................4-21

Overcount Group Splitting ...........................4-22

PDF-to-Text Conversion for Importing .........4-24

Presort Rejects Printed with Mail Job ..........4-25

Presort Results Display Option ....................4-26

Sorting Error-Coded Pieces to the

End of the List ..............................................4-27

Tray Switching on the DocuMatch DC115 ...4-28

VeriMove Net ...............................................4-29

Contents

iv PB FIRST Software User Guide SV60807 Rev. H

5 — Check Printing

About PB FIRST Check Printing ....................5-2

Overview of Check Printing Features ............5-3

Running a Check Printing Job .......................5-4

Before You Begin .....................................5-4

Running the Job .......................................5-4

User Privileges for Check Printing .................5-5

MICR Toner Reminder ...................................5-7

Activity Log ....................................................5-8

Viewing or Printing ...................................5-9

Purging Information ................................5-11

Check Print Log ...........................................5-12

Viewing or Printing .................................5-13

Purging Printed Checks .........................5-15

Signature Encryption ...................................5-16

Managing Multiple Accounts ........................5-18

Creating a New Account ........................5-18

Editing an Existing Account ....................5-23

Deleting an Existing Account .................5-23

Automatic Check Number Generation .........5-24

Positive Pay .................................................5-25

PB FIRST and Positive Pay ...................5-25

6 — Troubleshooting

7 — Glossary

8 — Index

Chapter 1

Introduction

Who Should Read This User Guide ..............1-2

What Is PB FIRST? .......................................1-2

What Does PB FIRST Do? ............................1-2

What’s New in Version 13.01? .......................1-9

How Does It Work? ......................................1-10

System Requirements .................................1-10

Getting Help ................................................ 1-11

Software Version Information ................1-12

Introduction

1-2 PB FIRST Software User Guide SV60807 Rev. H

This Software User Guide should be read by PB FIRST

™

users who want to set up and run customized mail jobs on

one or more of the following Pitney Bowes systems:

• DocuMatch

Integrated Mail Processor DC115

• DocuMatch

Integrated Mail Processor DC225

• Ofﬁ ceRight

™

Inserting System DI350

• An AddressRight

™

envelope printer

• 3 Series

™

/4 Series

™

/5 Series

™

Tabletop Inserter

• FastPac

™

Inserting System DI400

• FastPac

™

Inserting System DI500 and DI600

• FastPac

™

Inserting System DI800

• FastPac

™

Inserting System DI900 and DI950

We recommend that users in the U.S. be familiar with

Pitney Bowes SmartMailer

™

software as well as with the

function of the tabletop inserters or DocuMatch.

This revision to the Software User Guide (Rev H) is

concurrent with the release of PB FIRST software version

13.01, April 2005, in the U.S.

PB FIRST (Pitney Bowes File Importing, Reformatting,

Sorting Tool) is a software program that enables you to

import text ﬁ les, data ﬁ les, PDF ﬁ les, or print image ﬁ les

of address records, in PC-based and non-PC based

data formats, and print them out as preprinted forms and

customized reports.

Who Should

Read This User

Guide

What Does

PB FIRST Do?

What Is

PB FIRST?

❒ Postal Codes and Presorts (U.S. Only)

Postal codes your mail to ensure each address is

deliverable and presorts your mail so you can take

advantage of postal discounts (SmartMailer software

required). Learn more about this in Chapters 2 and 3.

Introduction

1-3

SV60807 Rev. H PB FIRST Software User Guide

What Does

PB FIRST Do?

❒ Creates and Prints OMR Marks

Simpliﬁ es the difﬁ cult task of creating and printing

Pitney Bowes OMR (Optical Mark Recognition) marks

for 3 Series/4 Series/5 Series, Ofﬁ ceRight DI350,

FastPac DI400/DI800, FastPac DI500/DI600, and

DI900/DI950 Series Inserters applications to ensure

mailpiece integrity. (Chapter 4)

❒ Browses Addresses

Allows you to browse through address records, search

for a speciﬁ c record or range of records, and print

selected records or a range of records. (Chapter 3)

❒ Prints Selected Pieces

Prints a speciﬁ c address record or range of records.

(Chapter 3)

❒ Groups Documents

Groups documents destined for the same address into

a single mailpiece, allowing for savings on postage and

materials. (Chapter 4)

❒ Combines Multiple Data Files

Combines multiple data ﬁ les in the same format into

one mail job.

❒ Separates Overcount Items

Separates mailpieces that have too many pages to run

through a DocuMatch DC115, 5 Series, or FastPac

DI800 machine so they can be processed manually.

(Chapter 2)

❒ Imports Data Files

Imports data ﬁ les such as Excel, comma delimited,

or any ﬁ le format that Microsoft Access can import.

(Chapter 4)

❒ Runs Jobs in Batch Mode

Runs a mail job from start to ﬁ nish with no user

intervention. (Chapter 4)

❒ Splits Print Jobs Among Multiple Printers (Load

Balanced Printing)

Supports print jobs split among multiple printers.

(Chapter 4)

Introduction

1-4 PB FIRST Software User Guide SV60807 Rev. H

What Does

PB FIRST Do?

❒ Prints Duplex

Prints either simplex or duplex (front and back of page)

documents for DocuMatch DC115, 5 Series, FastPac

DI800, and FastPac DI500/DI600 mail jobs. (Chapter 4)

❒ Prints with Tray Switching

Switches paper trays in between different pages in

a document (for example, printing a ﬁ rst page on

company letterhead and the remaining pages on plain

paper). (Chapter 4)

❒ Prints Checks

Prints checks on a laser printer, maintains logs of

check runs and user activity, manages user privileges,

encrypts signatures, and creates an output ﬁ le for

Positive Pay services offered by some ﬁ nancial

institutions. (Chapter 5)

❒ Prints Envelopes

Prints an envelope-only job, using layouts designed in

Pitney Bowes Envelope Designer Plus

™

software (not

including the AddressRight

™

(W990) printer). (Chapter

❒ Creates and Modiﬁ es Access Reports

Creates and modiﬁ es reports in Microsoft

Access

2000, Access XP, and Access 2003. Consult your

Pitney Bowes Systems Engineer (PBSE).

❒ Creates Preprinted Forms

Eliminates the expense of preprinted forms by creating

them. (Consult your PBSE)

❒ Simpliﬁ es DocuMatch Processing

Reduces the steps required during the DocuMatch

DC115 mail cre ation process.

❒ Interfaces with SmartMailer

Creates SmartMailer tray breaks, CASS reports, and

tray labels within the program (requires SmartMailer).

(Chapter 3)

Introduction

1-5

SV60807 Rev. H PB FIRST Software User Guide

❒ Interfaces with VeriMove™ Net (replaces

ForwardTrak™ Net)

Updates your mailing lists from the USPS

National

Change of Address database. SmartMailer customers

who have signed up for VeriMove can access this

Pitney Bowes service directly from the PB FIRST main

menu. (Chapter 4)

❒ Multiple Accounts for Check Printing

Allows you to manage multiple accounts for your check

printing jobs. (Chapter 5)

❒ Archives Printed Mailpiece Documents

Allows you to produce an archive of mailpiece

documents that have been printed, in the same format

as they were printed, in either paper or searchable

electronic (PDF) format. (Chapter 4).

❒ Overcount Group Splitting

Allows you to split Overcount items for the same

recipient into multiple envelopes in order to minimize

the number of envelopes that must be processed

manually. The split groups are kept together at the end

of the mail job. (Chapter 4)

❒ Sorting Error Coded Pieces to the End of the List

Enables PB FIRST users who merely want to postal

code without presorting to separate pieces that fail

postal coding and send them to the end of the mail job.

This option is particularly useful for processing mail

that needs to be separated from rest of the mail job

that will not be presorted, such as interofﬁ ce mail or

international mail. (Chapter 4)

❒ Direct Access to SmartMailer Presort Setup dialogs

The Presort Setup button on the Advanced User Setup

dialog box (Postal Code option set) enables you to

access SmartMailer Presort Setup dialogs directly from

PB FIRST. (Chapter 2)

What Does

PB FIRST Do?

Introduction

1-6 PB FIRST Software User Guide SV60807 Rev. H

❒ PDF-to-Text Importing

Supports importing from Portable Document Format

(PDF) ﬁ les. This extends the number of applications

that can be integrated with PB FIRST. (This optional

feature is available only for PB FIRST installations

conﬁ gured for PDF-to-text conversion, per your sales

agreement.) (Chapter 4)

❒ Print from Multiple Printers (Load Balancing) from

the Browse Addresses Dialog Box

Allows you to perform selective printing or reprinting

from the Browse Addresses dialog box. (Chapter 3)

❒ Duplex Printing with Grouping

You can process a PB FIRST job that includes

the duplex printing feature and grouping feature

simultaneously. (Chapter 4)

❒ Reporting of VeriMove™ Changes

You can generate a report of all changes that VeriMove

has made to your address list. (Chapter 4)

❒ Grouping for Data Files

You can take advantage of the grouping feature when

importing data ﬁ les, which may save postage on extra

mailpieces. (Chapter 4)

❒ SmartMailer DPV Support

Allows you to take advantage of SmartMailer's Delivery

Point Validation (DPV) feature. Refer to the Help

system in SmartMailer for more information.

❒ Document Page Count Warning

Optional warning that notiﬁ es you (during importing)

when a document's page count exceeds 20 pages.

❒ Address Change Tracking Preliminary Report

In addition to being able to generate a report of

destination addresses changed through SmartMailer

postal coding, you can also instruct the system to

perform a preliminary, ﬁ rst-pass of address change

tracking so that the system does NOT postal code

or change addresses, but generates a report of the

addresses it would have changed. (Chapter 4)

What Does

PB FIRST Do?

Introduction

1-7

SV60807 Rev. H PB FIRST Software User Guide

❒ Postal Data Expiration Warning

A warning message appears in the main menu

(between the Help and Exit buttons) advising you

that your Postal Data is soon to expire. As with

SmartMailer, this gives you an opportunity to install the

latest CD prior to expiration. (Chapter 2)

❒ Z-Fold Duplex for 3 Series/DI350/DI400 Supported

Supports Z-fold duplex for 3 Series/DI350/DI400.

❒ Tray Switch Support for New HP Printers

Supports tray switching on Hewlett-Packard PCL6

printers.

❒ Reports for DI500

Reports are included for DI500 duplex, DI500 check,

and DI500 simplex.

❒ Print Presort Reports Which Are Not CASS Related

Allows you to view and print the ﬁ le “listname.pdf.fdf”

(generated by SmartMailer) from the Presort Reports

dialog box that is displayed during presorting. This pro-

vides you with a summary of cost savings. (Chapter 3)

❒ Review Presort Results After Presorting

You can review presort results after the presort is

completed. This option may be enabled or disabled at

your discretion in Advanced User Setup. (Chapter 3)

❒ Recall Last Setting of Load Balanced Printing

Dialog Box

The software remembers the last setting used in the

Load Balanced Printing* dialog box, which is used for

job splitting among multiple printers. This eliminates

repetitive printer selection operations. This feature also

allows batch mode to work with the load balancing

option on. If the input ﬁ le has been changed and it

does not have the same number of documents, the

system remembers the number of printers used the

last time and divides the number of documents equally

among the printers from the last run. The system

also validates the existence of printers used last. If a

printer has been removed, the system displays an error

message and disregards the last settings.

What Does

PB FIRST Do?

Introduction

1-8 PB FIRST Software User Guide SV60807 Rev. H

❒ Warning Message Reminds You to Load MICR

Toner Before Printing Checks

Before any printing has taken place for a check printing

job, PB FIRST reminds you to change your printer’s

toner to MICR toner. This reduces the chance that

your printed checks will be rejected by your bank’s

check processing equipment, which may expose you to

large fees. This warning message may be enabled or

disabled at your discretion. (Chapter 5)

❒ Deﬁ ned Import Speciﬁ cations for Data File Import

of Delimited Text

For data ﬁ le import of delimited text, allows you to

select deﬁ ned Access speciﬁ cations for import from a

drop-down list in the Advanced User Setup: Data File

Type dialog box. This simpliﬁ es setup for delimited text

ﬁ le import. (Chapter 4).

What Does

PB FIRST Do?

Introduction

1-9

SV60807 Rev. H PB FIRST Software User Guide

What’s New in

Version 13.01

❒ Supports Creation and Printing of FastPac DI900/

DI950 OMR Marks and Barcodes

Version 13.01 supports creation of OMR marks (optical

mark recognition), creation of barcodes, and printing

of reports for FastPac DI900/DI950 inserters for open

loop in ofﬂ ine mode and for open loop/closed loop in

online mode. Your Pitney Bowes ﬁ eld system engineer

can create jobs that allow you to access the full power

of PB FIRST to control all the features of your inserting

system. New reports are included for DI900/950 OMR,

DI900/950 OMR Check, DI900/950 OMR Simplex,

DI900/950 OMR Simplex check, DI900/950 OMR

Duplex, DI900/950 Barcode, DI900/950 Barcode

Check, DI900 Barcode Simplex, DI900 Barcode

Simplex Check, DI900/950 Barcode Duplex.

❒ Supports SmartMailer™ Upgrade of Its Change of

Address Processing Program from ForwardTrak™

Net to VeriMove™ Net

Version 13.01 supports the upgrade of SmartMailer™

7’s change of address processing program from

ForwardTrak™ Net to VeriMove™ Net. This upgrade

interfaces with the USPS® National Change of Address

Linkage System database (NCOALink™) and provides

more options for change of address searches and for

the handling of your processed lists.

Introduction

1-10 PB FIRST Software User Guide SV60807 Rev. H

PB FIRST works on data that you would ordinarily use and

send to a printer, such as invoices, statements, checks,

notiﬁ cations, or other transactional mailings. Instead of

printing the information directly, your application sends the

print job (consisting of a mail run of multiple documents),

to an ASCII text ﬁ le or data ﬁ le. PB FIRST scans the input

ﬁ le, then imports the ﬁ le’s data into Microsoft

Access

database tables. (The ﬁ le to be imported must not contain

any graphics. You can place graphics only after the ﬁ le has

been imported.)

PB FIRST maintains information about the imported data,

keeping track of which data belongs to which document,

thus ensuring the correct documents are inserted into

each envelope so that mail recipients receive the correct

information.

PB FIRST separates the imported and formatted data

into two categories: Normal and Overcount. Normal items

are those you can process automatically through the

destination machine. Overcount items are those which

contain too many pages per envelope and as such must

be processed manually.

PB FIRST prints the recombined data as an Access report

on a DocuMatch DC115 or DC225, envelope printer, or

other high speed printer.

How Does It

Work?

PB FIRST software requires:

❒ Microsoft

Windows 2000 or XP operating system;

❒ Microsoft Access 2000, Access XP, or Access 2003;

❒ Pitney Bowes SmartMailer software (if you are postal

coding and presorting in the U.S.);

❒ Hard disk space (varies depending on size of import

ﬁ le);

❒ For Optical Mark Recognition jobs, we recommend you

use a high speed printer.

System

Requirements

✍

NOTE: An inserting

system or DocuMatch

is not required, but

recommended.

Introduction

1-11

SV60807 Rev. H PB FIRST Software User Guide

During installation, your Pitney Bowes Systems Engineer

downloaded a .pdf copy of this PB FIRST Software User

Guide onto your computer (Pitney Bowes publication

SV60807). For more information related to PB FIRST,

please refer to the documentation listed below:

PB FIRST Help

❒ Access the Help system by pressing the Help button on

the PB FIRST main menu.

SmartMailer Software

❒ Refer to SmartMailer Online Help

Internet Technical Support

❒ www.pitneybowes.com

Technical Support Phone Numbers

❒ PB FIRST, SmartMailer, and DocuMatch, and inserter

systems:

1.800.522.0020

❒ Pitney Bowes Supply Line (U.S. only):

1.800.243.7824

Getting Help

❒ One of the following (not required, but recommended):

❒ 3 Series/4 Series/5 Series Tabletop Inserter

❒ Ofﬁ ceRight DI350/FastPac DI400 Inserter

❒ FastPac DI500/DI600 Inserting System

❒ FastPac DI800 Inserting System

❒ FastPac DI900/DI950 Inserting System

❒ DocuMatch Integrated Mail Processor DC115 or

DocuMatch DC225

❒ H5LP stand-alone high speed printer

❒ As of version 11.03, PB FIRST supports Ofﬁ ce 2003

❒ As of version 13.01, if you choose to run a DI900/DI950

closed loop job, you need to install the SureTrac™

Server and Client software on your PC as well as PB

FIRST.

Introduction

1-12 PB FIRST Software User Guide SV60807 Rev. H

Getting Help

Software Version

Information

When providing technical assistance, Technical Support

may ask you for version information about your PB FIRST

software. You can quickly access this information by

double-clicking on the PB FIRST heading in the top center

of the main menu. The About PB FIRST message box

appears (Figure 1-1) with the version information for your

software release.

Figure 1-1

Obtaining PB FIRST software version information

Chapter 2

The Basics

Installation and Initial Setup ..........................2-2

User Privileges and Passwords .....................2-2

Launching PB FIRST .....................................2-3

Logging On ..............................................2-3

Postal Coding Data Expiration Warning ..2-3

Changing Your Logon Password .............2-5

PB FIRST Main Menu ....................................2-6

Advanced User Setup ...................................2-8

Accessing Advanced User Setup ............2-8

Advanced User Setup Dialog Box ...........2-9

Job Options ........................................ 2-9

Project Options ................................ 2-10

Postal Code ..................................... 2-11

Data File Type .................................. 2-12

Data File Setup ................................ 2-13

Overview of a PB FIRST Job .......................2-14

Basic Steps ............................................2-14

What Is Postal Coding? .........................2-15

What Is Presorting? ...............................2-15

About Printing a PB FIRST Job .............2-15

What Are Overcount Items? ..................2-16

What Are Presort Rejects? ....................2-16

The Basics

2-2 PB FIRST Software User Guide SV60807 Rev. H

Your Pitney Bowes Systems Engineer (PBSE) installs and

sets up your PB FIRST

™

software for you.

For each type of PB FIRST application you require, your

PBSE sets up a unique PB FIRST job and creates a PB

FIRST desktop icon ( shortcut), each with its own job name

(for example, pbﬁ nv1, pbﬁ nv2, stmtmo, stmtyr, checks1,

checks2, and so on).

Installation and

Initial Setup

User Privileges

and Passwords

There are two basic levels of user privileges with which

you can access PB FIRST:

• User

• Advanced User

A User is authorized to run a PB FIRST job. An Advanced

User is authorized to setup, modify, and run a job.

During installation and setup, your PBSE determines

your requirements for security access levels and sets up

your user names and passwords. Thereafter, Users and

Advanced Users can change their own passwords (see

next section).

To learn about user privileges and security for check

printing jobs, refer to Chapter 5.

The Basics

2-3

SV60807 Rev. H PB FIRST Software User Guide

Launching

PB FIRST

To launch PB FIRST:

1. Double-click the PB FIRST desktop

icon for the job you wish to run (Figure

2-1).

2. In the Logon dialog box (Figure 2-2),

type your User or Advanced User name

and password as set up for you by your

Pitney Bowes Systems Engineer, then

click OK.

The PB FIRST main menu appears (Figure 2-5, page

2-6).

Figure 2-1

Figure 2-2

Logon dialog box

Logging On

A warning now appears in the PB FIRST main menu

(between the Help and Exit buttons) when your Postal

Data information is about to expire (Figure 2-3) or has

expired (Figure 2-4). As with SmartMailer, this gives you

an opportunity to install your latest Postal Data CD prior

to expiration to avoid interruption of PB FIRST postal

processing functionality. If this warning appears and you

have not yet received the latest CD, contact PB FIRST

technical support at 1.800.522.0020.

Postal Data

Expiration Warning

The Basics

2-4 PB FIRST Software User Guide SV60807 Rev. H

Launching

PB FIRST

Postal Coding Data

Expiration Warning

Figure 2-3

Upon launch, you are notified if your Postal Data is soon to expire.

Figure 2-4

Upon launch, you are notified if your Postal Data has expired.

The Basics

2-5

SV60807 Rev. H PB FIRST Software User Guide

To change the PB FIRST logon password for any user:

1. Log on to PB FIRST using the desired user name and

password.

2. On the menu bar of the PB FIRST window in Access,

click Tools > Security > User and Group Accounts

(Figure 2-5).

3. In the User

and Group

Accounts dialog

box, click the

Change Logon

Password tab

(Figure 2-6).

4. Type the old

password and

new password

(twice) in the

ﬁ elds provided.

5. Click Apply,

then OK.

✍

NOTE: Please remember

your logon password! If

you forget it, you must

phone the Pitney Bowes

Tech Support Center

to have the PB FIRST

administrator reset it!

Changing Your

Logon Password

Launching

PB FIRST

Figure 2-6

Changing the PB FIRST logon password

Figure 2-5

Navigating to Security tools from the menu bar in Access

The Basics

2-6 PB FIRST Software User Guide SV60807 Rev. H

PB FIRST

Main Menu

Figure 2-7

PB FIRST main menu as it appears after launching PB FIRST

m n

Table 2-1

Description of PB FIRST Main Menu (Figure 2-7)

Double-clicking on this logo displays PB FIRST software

version information.

Imports the input ﬁ le.

Prints records without postal coding addresses.

Postal codes addresses but doesn’t print records.

Prints the postal coded pieces.

Postal codes and presorts addresses, and prints only

records exceeding equipment capacity (overcount).

Prints the presorted pieces.

Prints the pieces that could not be presorted.

Connects the Advanced User to a series of dialog boxes

for conﬁ guring the PB FIRST job.

Allows you to browse through destination addresses in

the record set and to print or reprint selected pieces.

The Basics

2-7

SV60807 Rev. H PB FIRST Software User Guide

PB FIRST

Main Menu

Connects you to VeriMove™ Net, a Pitney Bowes service

that allows you to update your mailing list from the USPS

National Change of Address (NCOA) database. You

must apply for this service in order to use it. For more

information, see Chapter 4.

Provides access to check printing functions such

as managing logs, managing privileges, encrypting

signatures, and managing accounts. (This button will only

appear for PB FIRST installations that have activated

the check printing option, per your sales agreement.) For

more information, see Chapter 5.

Connects you to PB FIRST Help.

Exits the program.

To learn more about printing, postal coding,

presorting, overcount items, and presort rejects,

turn to the section Overview of a PB FIRST Job,

elsewhere in this chapter.

The Basics

2-8 PB FIRST Software User Guide SV60807 Rev. H

An Advanced User has access to the Advanced User

Setup dialog box for selecting certain options and

modifying the PB FIRST job prior to importing the input ﬁ le.

Advanced User

Setup

To access Advanced User Setup:

1. Click Setup in the PB FIRST main menu (Figure

2-7) to display the Advanced User Setup dialog box

(Figure 2-8).

2. Click the desired option set in the left panel:

• Job Options

• Project Options

• Postal Code

• Data File Type (enabled if importing a data ﬁ le)

• Data File Setup (enabled if importing a data ﬁ le)

3. Select your options, as desired.

4. Select another option set from the left panel menu.

Click Apply or Done to save all changes and return to

the PB FIRST main menu. Click Cancel to exit without

saving.

The pages that follow provide an overview of the

Advanced User Setup dialog box. To learn about

your setup and conﬁ guration options in more

detail, refer to Chapter 4, Beyond the Basics.

Accessing

Advanced User

Setup

✍

NOTE: When you make

changes in any option

set in the Advanced User

Setup dialog box, you

do NOT have to click

the Apply button to save

your changes. There

is an "implied Apply"

function which saves

your changes for you.

Therefore, if you make

any changes you do

NOT wish to save, you

MUST click the Cancel

button before exiting that

screen in order to void

the changes!

The Basics

2-9

SV60807 Rev. H PB FIRST Software User Guide

Advanced User

Setup Dialog Box

Advanced User

Setup

Table 2-2

Advanced User Setup Dialog Box: Job Options

Locate and select the path for the input ﬁ le using the Browse

button.

Select input ﬁ le type (text or data).

Select job type (DocuMatch

DC115, DocuMatch

DC225, Click

& Mail™, 3 Series™, 5 Series™, DI350, DI400, DI800, Env,

ProPack BC, DI900 BC, DI900 OMR).

Select maximum number of pages per mailpiece. For

3 Series/5 Series and DI350/DI400/DI800, the maximum is

6 for simplex printing, 12 for duplex printing. For DocuMatch

DC115, 4 for simplex, 8 for duplex. For

DI900/DI950, 8 for

simplex, 16 for duplex.

Select maximum number of pages for overcount group splitting.

Enable a warning that notiﬁ es you during importing when a

document's page count exceeds 20 pages.

Enable the option to print scan map (labels) next to OMR marks

(if not enabled, plain OMR marks are printed). This option is

grayed out if job type selected does not involve OMR marks.

If DocuMatch DC115 is selected for job type, you can locate

and select the path for the DocuMatch . JOB ﬁ le for mailable

items, using the Browse button.

Click to go to the Conﬁ guration dialog box to conﬁ gure

additional setup options, if necessary.

Figure 2-8

Advanced User Setup dialog box — Job Options

Job Options

The Basics

2-10 PB FIRST Software User Guide SV60807 Rev. H

Project Options

Table 2-3

Advanced User Setup Dialog Box: Project Options

Enable job splitting among multiple printers (also known

as load balancing) as well as specify if you wish to

include overcount items for this printing option.

Enable Batch (clickless) mode so you can run a job from

start to ﬁ nish without user intervention.

Enable Archiving.

Select the language to be used for the PB FIRST user

interface.

Locate and select the path to the Archive directory (if

Archiving has been enabled) using the Browse button.

Locate and select the path for the Positive Pay output

ﬁ le (only for PB FIRST installations conﬁ gured for the

check printing option, per your sales agreement). This

ﬁ eld is active for PB FIRST jobs conﬁ gured for check

printing and Positive Pay by your Pitney Bowes Systems

Engineer, per your sales agreement.

Click to go to the Conﬁ guration dialog box to conﬁ gure

additional setup options, if necessary.

Figure 2-9

Advanced User Setup dialog box — Project Options

Advanced User

Setup Dialog Box

Advanced User

Setup

The Basics

2-11

SV60807 Rev. H PB FIRST Software User Guide

Postal Code

Table 2-4

Advanced User Setup Dialog Box: Postal Code Option Set

Disable address change tracking so that no report is

generated (of changed addresses) when the system

does postal coding through SmartMailer™.

Enable address change tracking so that the system

generates a report of changed addresses when it does

postal coding through SmartMailer.

Enable a preliminary, ﬁ rst-pass of address change

tracking so that the system does NOT postal code

or change addresses, but generates a report of the

addresses it would have changed.

Enable presort results dialog, where you can request to

view the results after presorting is completed.

Enable sorting of error-coded pieces to the end of the list

in the mail job.

Click on the Presort Setup button to access the

SmartMailer Presort Setup dialogs, where you can select

different presort options directly from PB FIRST without

having to launch SmartMailer.

Click to go to the Conﬁ guration dialog box to conﬁ gure

additional setup options, if necessary.

Figure 2-10

Advanced User Setup dialog box — Postal Code option set

Advanced User

Setup Dialog Box

Advanced User

Setup

The Basics

2-12 PB FIRST Software User Guide SV60807 Rev. H

Data File Type

Figure 2-11

Advanced User Setup

dialog box — Data File

Type option set

Advanced User

Setup Dialog Box

Advanced User

Setup

Table 2-5

Advanced User Setup Dialog Box: Data File Type Option Set

Text

Specify the transfer ﬁ le setting import type as

delimited text or ﬁ xed width text.

View the ﬁ le import speciﬁ cation default name

and change the name, if desired.

Spreadsheet

Select spreadsheet type.

Database

Select database type, object type, and view the

database source.

Others

Select Others for data ﬁ le transfer types or

options not covered above. Consult with your

Pitney Bowes Systems Engineer regarding any

such special conﬁ guration requirements.

The Basics

2-13

SV60807 Rev. H PB FIRST Software User Guide

Advanced User

Setup Dialog Box

Data File Setup

Advanced User

Setup

Table 2-6

Advanced User Setup Dialog Box: Data File Setup Option Set

Enter the ﬁ elds of the data ﬁ les to be used for each line

of the address block.

Enable the grouping option, if desired.

Specify ﬁ eld name for grouping option if checkbox (b)

above is selected.

Click to go to the Conﬁ guration dialog box to conﬁ gure

additional setup options, if necessary.

Figure 2-12

Advanced User Setup dialog box — Data File Setup option set

The Basics

2-14 PB FIRST Software User Guide SV60807 Rev. H

Overview of a

PB FIRST Job

Here are the basic steps in a typical PB FIRST job:

1. The User or Advanced User launches PB FIRST.

2. The Advanced User makes any necessary setup

modiﬁ cations in the on-screen Advanced User Setup

dialog boxes.

3. The User or Advanced User imports the input ﬁ le.

4. The User or Advanced User prints the job, which may

also include postal coding or postal coding/presorting

the mailpieces.

Figure 2-13

Basic steps in a PB FIRST job

Basic Steps

Launch

PB FIRST

Set Up

Import Input

File

Presorting

Postal

Coding

The Basics

2-15

SV60807 Rev. H PB FIRST Software User Guide

Postal coding is the process of verifying destination

addresses as being deliverable and assigning the correct

postal barcodes to them. If you have Pitney Bowes

SmartMailer software installed, you are able to postal code

mail and run postal coded PB FIRST jobs.

If SmartMailer is not installed, you may select

only the Print Without Postal Coding option.

(This option is also useful for pro cess ing internal

mail that doesn’t require postal coding or

presorting.)

Presorting is the process of sorting a postal coded mail

job by ZIP code or carrier route in order to obtain postal

discounts. The mail job must contain at least 500 pieces of

First Class mail or 200 pieces of Standard A mail to qualify

for a presort discount.

If your mail job does not meet the requirements

for postal coding, you may select only the Print

With Postal Coding option or Postal Code >

Print Postal Coded Pieces option.

Overview of a

PB FIRST Job

What Is Postal

Coding?

What Is Presorting?

For DocuMatch DC115 users, printing means you are

sending an imported ﬁ le to a DocuMatch Integrated Mail

Processor DC115 to be printed and processed.

For users of 3 Series/4 Series/5 Series tabletop inserters,

Ofﬁ ceRight

™

DI350 and FastPac

™

DI400/DI800, DI500/

DI600, or DI900/DI950 inserting systems, printing means

you are sending an imported ﬁ le to a laser printer for a mail

job that will be processed on an inserting system.

In either case, the DocuMatch or inserter operator should

check beforehand that the proper printer is selected as the

default and that the printer setup is correct.

About Printing a

PB FIRST Job

The Basics

2-16 PB FIRST Software User Guide SV60807 Rev. H

What Are

Overcount Items?

Overview of a

PB FIRST Job

What Are Presort

Rejects?

Overcount items are mailpieces that have too many pages

to be run through a 5 Series, a FastPac DI800, or DI900/

DI950 inserting system; or a DocuMatch DC115 (more

than six sheets of paper for 5 Series/DI800, more than

four sheets of paper for DocuMatch DC115). PB FIRST

processes the printing of these overcount items separately

so you are able to manually insert them into envelopes.

Overcount mailpieces do not qualify for postage discounts.

Presort reject items are mailpieces that failed presorting.

Turn to Chapter 3 to learn how to run a PB FIRST

mail job

Chapter 3

Running a

PB FIRST

™

Job

Before You Begin Importing ...........................3-2

Importing the Input File ..................................3-2

Processing Options After Importing ...............3-3

Printing Without Postal Coding ......................3-4

Postal Coding Then Printing ..........................3-5

Before Postal Coding ...............................3-5

Postal Coding a Mail Job .........................3-5

Printing a Postal Coded Mail Job ............3-6

Postal Coding/Presorting, Printing ................3-7

Postal Coding and Presorting ..................3-7

Presort Container Labels .........................3-9

Overcount Postal Coded Items ..............3-10

Normal Presorted Items and

Normal Presorted Reject Items ............. 3-11

Minimum Postal Coded Records to

Qualify for Presort Discount ...................3-12

Browsing Through Address Records ...........3-13

Individual Addresses ..............................3-13

Finding a Specific Record or

Range of Records ..................................3-15

Printing Selected Pieces .............................3-16

Sequence Number .................................3-16

Printing One Mail Item ...........................3-17

Printing Multiple Mail Items

(or an Entire Mail Job) ...........................3-17

Job Splitting Among Multiple Printers

from the Browse Addresses Dialog Box 3-18

Running a PB FIRST

™

Job

3-2 PB FIRST Software User Guide SV60807 Rev. H

The procedures in this chapter assume your PB FIRST

software is running. If it isn't, please launch PB FIRST

before continuing by double-clicking on the PB FIRST

desktop icon for the desired job, or by navigating to the

program from your Start Menu.

Before running a PB FIRST™ job, you must ensure that

the most recent copy of the input ﬁ le has been sent or

copied to the import directory. The path and ﬁ le name of

the input ﬁ le can be changed during Advanced User Setup.

Once Advanced User Setup is complete, a User or

Advanced User is able to begin the PB FIRST job by

importing the input ﬁ le.

Before You

Begin Importing

Importing the

Input File

To import the input ﬁ le:

• Click Import in the main menu. PB FIRST begins

importing the ﬁ le as conﬁ gured during installation and

job setup or as modiﬁ ed during Advanced User Setup.

In the lower left corner of the PB FIRST window in

Microsoft

Access, a message monitors the progress of

the import (Figure 3-1).

Figure 3-1

Monitoring the import's progress in the lower left corner of the PB

FIRST window in Access

Running a PB FIRST

™

Job

3-3

SV60807 Rev. H PB FIRST Software User Guide

✍

NOTE: Postal coding and

presorting are possible

only if Pitney Bowes

SmartMailer™ software

is installed on your

computer.

Processing

Options After

Importing

When the import is complete, the main menu indicates ﬁ ve

processing options now available to you; the remainder are

grayed-out (Figure 3-2).

Table 3-1

Main Menu Options Available After Importing (Figure 3-2)

Prints records without postal coding addresses.

Postal codes addresses but doesn’t print records.

Postal codes and presorts addresses, and prints only

records exceeding equipment capacity (overcount).

Allows you to browse through destination addresses in

the record set and to print or reprint selected pieces.

Connects you to VeriMove™ Net, a Pitney Bowes service

that allows you to update your mailing list from the USPS

National Change of Address (NCOA) database. You must

apply for this service in order to use it.

Figure 3-2

After the import is complete, five options are available on the main

menu.

d e

✍

NOTE: As of version

11.03, PB FIRST allows

you to take advantage

of SmartMailer's

Delivery Point Validation

(DPV) feature. Refer to

SmartMailer online Help

for more information.

Running a PB FIRST

™

Job

3-4 PB FIRST Software User Guide SV60807 Rev. H

The process of Printing Without Postal Coding generates

two print jobs: Overcount Uncoded (non-postal coded)

items and Normal Uncoded (non-postal coded) items.

(Some jobs do not have overcount items.)

To print without postal coding or presorting:

1. Click Print Without Postal Coding in the PB FIRST

main menu. If there are any overcount items, a

message appears (Figure 3-3), verifying the number of

Overcount Uncoded items to print:

2. Click OK to send the ﬁ le to print. (If you do not wish to

print overcount items at this time, click Cancel.)

When the overcount items are printed (or if you clicked

Cancel), a message appears (Figure 3-4) to verify the

number of Normal Uncoded items to print.

3. Click OK to send the ﬁ le to print.

Printing without postal coding is now complete.

Printing Without

Postal Coding

Figure 3-3

Verifying the number of Overcount

Uncoded items to print

Figure 3-4

Verifying the number of

Normal Uncoded items to print

✍

NOTE: Step 1 does not

apply to envelope only

jobs.

Running a PB FIRST

™

Job

3-5

SV60807 Rev. H PB FIRST Software User Guide

To postal code a mail job:

1. Click Postal Code in the PB FIRST main menu. The

SmartMailer – CASS Postal Coding Status message

box appears (Figure 3-5). It provides the number

and percent of addresses in the ﬁ le that have been

successfully postal coded.

2. When postal cod ing is done, click OK. The Postal

Coding Reports dialog box appears (Figure 3-6).

Postal Coding,

Then Printing

Postal Coding a

Mail Job

✍

NOTE: PB FIRST Users

and Advanced Users

should have a basic

knowledge of postal

regulations and of

SmartMailer software

before attempting to

postal code or presort.

Refer to SmartMailer

online Help for more

information.

You must have SmartMailer™ software installed on your

computer to postal code mail. If you attempt to postal code

without SmartMailer installed, PB FIRST will not display

any of the postal coding windows and the mail job will not

be postal coded.

Before starting the postal coding process:

• Make sure the input ﬁ le has been imported correctly

(refer to the Browsing Through Address Records

section elsewhere in this chapter).

• Verify that the most recent copy of the SmartMailer

Postal Data CD-ROM (formerly known as the ZIP + 4

and Carrier Route Address Directory) is installed. You

must have this CD in the CD-ROM drive or copied onto

your hard drive in order to postal code.

Before Postal

Coding

Figure 3-5

SmartMailer-CASS Postal Coding Status message

Running a PB FIRST

™

Job

3-6 PB FIRST Software User Guide SV60807 Rev. H

Preview the reports, print them, or click Cancel to

return to the PB FIRST main menu.

Postal coding is now complete.

Printing a Postal

Coded Mail Job

To print the postal coded mail job:

1. Click Print Postal Coded Pieces in the PB FIRST

main menu. A message appears (Figure 3-7) verifying

the number of Overcount Postal Coded items to print:

2. Click OK to be gin printing. (If you do not wish to print

overcount items at this time, click on Cancel.)

A message appears (Figure 3-8) to verify the number

of Normal Postal Coded items to print:

3. Click OK to print.

Printing of postal coded items is now complete.

Figure 3-7

Verifying the number

of Overcount Postal Coded

items to print

Figure 3-8

Verifying the number

of Normal Postal Coded

items to print

Postal Coding,

Then Printing

Figure 3-6

Postal Coding Reports dialog box

Running a PB FIRST

™

Job

3-7

SV60807 Rev. H PB FIRST Software User Guide

You must have SmartMailer software installed on your

computer to postal code mail. If you attempt to postal code

without SmartMailer installed, PB FIRST will not display

any of the postal coding windows and the mail job will not

be coded.

Before starting the postal coding process:

• Make sure the input ﬁ le has been imported correctly

(refer to the Browsing Through Address Records

section elsewhere in this chapter).

• Make sure there are enough records to qualify for the

presort discount (see page 3-12).

• Verify that the current version of SmartMailer is

installed. You must have the SmartMailer CD in the

CD-ROM drive or copied onto your hard drive in order

to postal code.

To postal code, presort, print presort container labels,

and print Overcount Uncoded items:

1. Click Postal Code/Presort/Print Overcount in the PB

FIRST main menu. The SmartMailer – CASS Postal

Coding Status message box appears (Figure 3-9). It

provides the number and percent of addresses in the

ﬁ le that have been successfully postal coded.

Postal Coding/

Presorting,

Then Printing

✍

NOTE: PB FIRST Users

and Advanced Users

should have a basic

knowledge of postal

regulations and of

SmartMailer software

before attempting to

postal code or presort.

Refer to SmartMailer

online Help for more

information.

Postal Coding and

Presorting

Figure 3-9

SmartMailer-CASS Postal Coding Status message

Running a PB FIRST

™

Job

3-8 PB FIRST Software User Guide SV60807 Rev. H

2. When postal coding is done, click OK to continue.

The Presort Progress message box appears showing

presort progress (Figure 3-10):

3. When presorting is complete, the Presort Finished

dialog box is displayed (Figure 3-11) if you selected

the Display Presort Results Dialog option in Advanced

User Setup prior to importing (See Chapter 2). If you

did not select this option, go to the next step.

Postal Coding/

Presorting,

Then Printing

Figure 3-10

Presort Progress message indicating presort progress

Figure 3-11

Presort Finished dialog box showing presort results

Running a PB FIRST

™

Job

3-9

SV60807 Rev. H PB FIRST Software User Guide

You have the option to print mailpieces that did not

qualify for presorting (if any), as long as their street,

city, and state ﬁ elds were not blank:

a. Select Do Not Include Non-Qualifying Addresses

to NOT print these non-qualifying pieces.

Select Addresses with Street, City, State

Information to print these non-qualifying pieces.

b. Click OK. The Presort Reports dialog box appears

(Figure 3-12).

4. When the presort is complete, the Presort Reports

dialog box appears (Figure 3-12). Preview the reports,

print them, or click Cancel.

The Presort Container Labels dialog box appears

(Figure 3-13).

5. Select the appropriate label type from the drop-down

list.

6. Click Print.

Printing Presort

Container Labels

Figure 3-12

Presort Reports dialog box

Figure 3-13

Presort Container Labels dialog box

Postal Coding/

Presorting,

Then Printing

Running a PB FIRST

™

Job

3-10 PB FIRST Software User Guide SV60807 Rev. H

The Print dialog box appears (Figure 3-14):

7. Select the appropriate printer from the drop-down list.

8. Click OK to begin printing the container labels. When

the labels are printed the following message appears

(Figure 3-15):

9. Click OK to start print ing the Overcount Postal Coded

items. Click Cancel to return to the main menu without

printing overcount uncoded items.

Figure 3-14

Print dialog box

Postal Coding/

Presorting,

Then Printing

Printing Presort

Container Labels

Printing Overcount

Postal Coded Items

Figure 3-15

Verifying the number of Overcount

postal coded items to print

Running a PB FIRST

™

Job

3-11

SV60807 Rev. H PB FIRST Software User Guide

To print Normal Presorted items and Normal Presorted

Reject items:

1. Click Print Presorted Pieces in the PB FIRST main

menu. The fol low ing message appears to verify the

amount of Normal Presorted items to print (Figure 3-

16):

2. Click OK to print the Normal Pre sort ed items.

3. Click Print Presorted Rejects. The fol low ing message

appears to verify the amount of Nor mal Pre sort Reject

items to print (Figure 3-17):

4. Click OK to print the Normal Presort Reject items.

Printing of postal coded/presorted items is now

complete.

Printing Normal

Presorted Items

and Normal

Presorted Reject

Items

Figure 3-17

Verifying the number of Normal

Presort Reject items to print

Postal Coding/

Presorting,

Then Printing

Figure 3-16

Verifying the number of Normal

Presorted items to print

✍

NOTE: To learn how

to print presort rejects

with your mail job rather

than separately, refer to

Presort Rejects Printed

with Mail Job in Chapter

4 of this Software User

Guide.

Running a PB FIRST

™

Job

3-12 PB FIRST Software User Guide SV60807 Rev. H

To qualify for a presort discount, your mail job must contain

at least 500 postal coded records for First Class mail or

200 postal coded records for Standard A mail.

If you click the Postal Code/Presort/Print Overcount

button in the main menu but do not postal code enough

pieces to qualify for a presort discount, the following

message appears (Figure 3-18):

Click OK to return to the main menu.

Minimum Postal

Coded Records to

Qualify for Presort

Discount

Postal Coding/

Presorting,

Then Printing

Figure 3-18

Insufficient postal coded pieces to

qualify for a presort discount.

Running a PB FIRST

™

Job

3-13

SV60807 Rev. H PB FIRST Software User Guide

Browsing allows you to view or print destination address

records after you import, postal code, or postal code/

presort them. Depending on when you browse the records,

certain ﬁ elds may be blank.

To browse and view individual ad dress es:

1. Click Browse Addresses in the PB FIRST main menu.

The Browse Addresses dialog box appears (Figure

3-19a and 3-19b). It defaults to the ﬁ rst record in your

mail job.

2. Click on the right arrow beside the Record ﬁ eld to

advance through the remaining records.

Browsing

Through

Address Records

Individual

Addresses

Table 3-2a

Description of Browse Addresses Dialog Box

Address ﬁ elds DEST1 through DEST6 are often blank, or

may contain other address information such as suite or

ﬂ oor numbers.

The path and name of the imported ﬁ le.

Here you can select records having either a Normal or

Overcount number of pages to view and print.

Indicates the record number of the destination address.

Figure 3-19a

Browse Addresses dialog

box

Running a PB FIRST

™

Job

3-14 PB FIRST Software User Guide SV60807 Rev. H

Browsing

Through

Address Records

Individual

Addresses

Figure 3-19b

Browse Addresses dialog box

✍

NOTE: The sequence

number (which may be

different from the record

number) determines

the order in which the

records were imported

and the order in which

they'll print when printing

selected pieces. For

more information, see

page 3-17.

Table 3-2b

Description of Browse Addresses Dialog Box

Four-digit expanded code.

Delivery point barcode.

Carrier route.

Address record error code.

Presort break.

Presort optional endorsement line.

Indicates the number of pages to be printed for a viewed

record.

Sequence number of the current record.

Starting and ending sequence number to be printed.

Click to print record shown or sequence indicated.

✍

NOTE: Fields (e) through

(j) are populated during

postal coding and/or

presorting (Figure 3-19b).

Running a PB FIRST

™

Job

3-15

SV60807 Rev. H PB FIRST Software User Guide

To ﬁ nd a speciﬁ c record using the Browse Addresses

dialog box:

1. In the Browse Addresses dialog box, click the ﬁ eld you

wish to search. For ex am ple, click the DEST1 ﬁ eld to

search by name, or click the Company ﬁ eld to search

by company.

2. Click Find. The Find and Replace dialog box appears

(Figure 3-20):

3. If you want to specify only part of the data in a ﬁ eld,

click on the Match drop-down box and select Any Part

of Field.

4. Enter the text you want to search for in the Find What

drop-down ﬁ eld.

5. Click Find Next to begin the search. Results appear in

the Browse Addresses dialog box. If desired, continue

searching for more matches by clicking Find Next.

When all or no occurrences of the search criteria have

been found, the following message appears (Figure 3-

21):

Figure 3-20

Find and Replace dialog box

Figure 3-21

This message appears when the searched item was not

found.

Browsing

Through

Address Records

Finding a Specific

Record or Range of

Records

Running a PB FIRST

™

Job

3-16 PB FIRST Software User Guide SV60807 Rev. H

Printing Selected

Pieces

The Print Selected Pieces button in the Browse Addresses

dialog box is useful for printing sample mail items and

reprinting pages lost or damaged in the printing or collation

process. You have the option to print a single item, a

sequence of items, or an entire mail job.

The Print Selected Pieces option will print dif fer ent mail

items, depending on when you click the Browse addresses

button in the main menu. Refer to Table 3-3 below:

Sequence Number

After clicking Browse Addresses in the main menu, you

can use the Find button in the Browse Addresses dialog

box to ﬁ gure out the sequence number of the mail item(s)

to print.

The se quence number ﬁ eld (Figure 3-19b, page 3-15)

displays the order in which the records will print. This is the

number the software uses to determine which record(s) to

print and may be dif fer ent from the record number at the

bottom left of the Browse Addresses dialog box (Figure

3-19a, page 3-14). The default value of the Starting Seq

ﬁ eld is 1 and the default value for Ending Seq is blank (last

record). Leave the Ending Seq ﬁ eld blank if you want to

print to the last record of the mail job.

Table 3-3

Browse Address Dialog Box

Print Selected Pieces Option

To Print or Reprint: Click the Browse Addresses

Button:

Selected uncoded items After importing

Selected postal coded items After clicking the Postal Code

button

Selected presorted items After clicking on the Print

Presorted Pieces button

Selected presorted reject

items

After clicking on the Print

Presort Rejects button

Running a PB FIRST

™

Job

3-17

SV60807 Rev. H PB FIRST Software User Guide

To print one mail item:

1. Find the mail item (See page 3-16, Speciﬁ c Records).

2. In the Browse Addresses dialog box, enter the

sequence number into the Start Seq and End Seq

ﬁ eld (Figure 3-19b, page 3-15).

3. Click Print Selected Pieces.

4. Click OK as prompted (Figure 3-22) to print the mail

item.

To print multiple mail items (or an entire mail job):

1. Locate the starting sequence number (see Browsing

Through Address Records, pages 3-14 through 3-15,

and Speciﬁ c Records, page 3-16).

2. In the Browse Addresses dialog box, enter the

sequence number of the ﬁ rst mail item into the Start

Seq ﬁ eld (Figure 3-19b, page 3-15).

3. Enter the ending sequence number into the End Seq

ﬁ eld. If you are printing the rest of the mail job, leave

the ending sequence number blank.

4. Click Print Selected Pieces.

5. Click OK as prompted (Figure 3-23) to print the mail

items.

Printing One Mail

Item

Printing Multiple

Mail Items (or an

Entire Mail Job)

Figure 3-23

Click OK to print selected

range of items

Figure 3-22

Click OK to print the one selected item

Printing Selected

Pieces

✍

NOTE: You cannot print

a single piece simply

by browsing to a record

and clicking the print

button. You must enter

the starting and ending

sequence number, then

click the Print Select

Pieces button.

Running a PB FIRST

™

Job

3-18 PB FIRST Software User Guide SV60807 Rev. H

Job Splitting

Among Multiple

Printers (Load

Balancing) from the

Browse Addresses

Dialog Box

Printing Selected

Pieces

When running a PB FIRST job, you can split the printing

among multiple printers for normal and/or overcount

items. This option is also known as load balancing. (See

Chapter 4 for more details.) PB FIRST version 11.03 adds

the ability to print from multiple printers directly from the

Browse Addresses dialog box.

To job split among multiple printers from the Browse

Addresses dialog box:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Project Options in the left panel.

3. Select the Normal or Overcount checkbox (or both),

to job split normal items, overcount items, or both.

4. Click Apply, then Done, to return to the main menu.

5. Click Browse Addresses.

6. Follow the procedures detailed on the previous page in

this section for printing one or multiple mail items.

7. When you click Print Selected Pieces in the Browse

Addresses dialog box, the system displays the Load

Balanced Printing dialog box (Figure 3-24), where you

can specify the range of pieces for each printer, before

printing begins.

8. Click Print to begin printing the job.

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Figure 3-24

Splitting a job among multiple printers

Chapter 4

Beyond the

Basics

Address Change Tracking .............................4-2

Addrs Report ...........................................4-4

Archiving ........................................................4-6

Initial Setup ..............................................4-6

Enabling or Disabling ...............................4-6

Selecting the Path to the Archive .............4-6

Directory

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Beyond the Basics

4-7

SV60807 Rev. H PB FIRST Software User Guide

Archiving

If archiving is enabled, the importing process does the

following:

• Archives (before any import) any documents that have

been printed but not archived.

• Generates a unique directory name to be created

under the Archive directory (if the path to the Archive

directory is speciﬁ ed in Advanced User Setup).

• Saves the full path name (if speciﬁ ed in Advanced

User Setup). This directory will be used to save all the

archives for this run (here, a run refers to what gets

printed for this job).

• Generates a new ﬁ eld in the CommonInfo table,

indicating whether a document has been archived.

If archiving is enabled, the printing process does the

following:

• Archives any documents (before any printing) that have

been printed but not archived.

• After printing, ﬂ ags the document that it has been

printed but not archived.

• After printing is completed, the system begins

archiving.

Archiving and the

Importing Process

Archiving and the

Printing Process

Beyond the Basics

4-8 PB FIRST Software User Guide SV60807 Rev. H

One of the most important features of PB FIRST is its

ability to generate barcodes that can be read by a Pitney

Bowes:

• FastPac™ DI800 (5 Series) inserter equipped with

the ProPack (Production Package) option. This option

consists of the ProPack sheet feeder, optional outsort

module, and optional high capacity loader. All units

are used in addition to the normal inserter modules,

giving even greater ﬂ exibility to DI800/5 Series mail

processing capabilities.

• FastPac™ DI900/DI950 inserting system

Barcode Support

for 5 Series/

DI800 ProPack

and DI900/DI950

Generic example

of PB FIRST

desktop shortcut

These barcodes are generated based on data entered by

your Pitney Bowes Systems Engineer (PBSE) during PB

FIRST installation and initial setup. The PBSE determines

your report requirements and creates the necessary PB

FIRST ProPack barcode jobs for you. Each job will have its

own PB FIRST desktop icon (shortcut).

To run a barcode job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

Beyond the Basics

4-9

SV60807 Rev. H PB FIRST Software User Guide

Batch Mode

Batch Mode processing allows you to run a PB FIRST job

from start to ﬁ nish with one mouse click.

When Batch Mode is enabled, upon launch PB FIRST

displays a dialog box (Figure 4-5) for about 10 seconds,

giving you the option to cancel batch operations. If you do

not cancel, it proceeds through a predetermined sequence

of operations. By default, PB FIRST then does an import of

address records and counts the number of records it has

imported.

By default, if there are 600 or more records, PB FIRST

performs the Postal Code/Presort/Print Overcount

operation, then prints the presort reports, the presorted

pieces, and ﬁ nally the presort rejects. If desired, your

Pitney Bowes Systems Engineer can change the sequence

of operations performed in Batch Mode.

If there are fewer than 600 records, PB FIRST postal

codes, then prints the postal coding reports, overcount

pieces, and postal coded pieces.

PB FIRST exits when it is done or encounters an error.

In Batch Mode, all conﬁ rmation dialogs are disabled and if

an error message would have been displayed, the system

writes the error text to a ﬁ le in the project directory:

<project path>\<project name>.LOG

✍

NOTE: The minimum

number of postal coded

address records required

for presorting First Class

mail is 500. The default

minimum for Batch Mode

presorting is set at 600

to allow for a certain

percentage of records

that may fail postal

coding (typically about

10%) and thus would

not qualify for presort

discounts.

Figure 4-5

If Batch mode has been enabled, you will see this

dialog box upon launching PB FIRST.

Beyond the Basics

4-10 PB FIRST Software User Guide SV60807 Rev. H

To enable Batch Mode:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Project Options in the left panel menu.

3. Select the Batch Mode checkbox.

4. Click Apply, then Done, to return to the main menu.

To run a job in Batch Mode:

• Double-click the PB FIRST desktop shortcut created

for it by your Pitney Bowes System Engineer (PBSE)

and proceed with the job.

Batch Mode

Beyond the Basics

4-11

SV60807 Rev. H PB FIRST Software User Guide

Data File

Importing

PB FIRST permits the importing of data ﬁ les such as Excel,

comma delimited, and Access, with one record or row per

document. The data can be in any format that Microsoft

Access 2000 or Access XP can import.

During processing, the system imports the data (conﬁ gured

by your PBSE) from the external ﬁ le and uses selected

ﬁ elds to form the PB FIRST address. From this point on, all

the other PB FIRST capabilities work exactly as if the data

had been imported from a print image or text ﬁ le.

To enable Data File Importing:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Job Options in the left panel menu.

3. Select Data in the Input Type drop-down list.

4. Click Data File Type in the left panel menu.

5. Select the desired Transfer Type option: Text,

Spreadsheet, Database, or Other.

6. Select the appropriate options for that transfer type.

7. Click Data File Setup in the left panel menu.

8. Type the appropriate information in the ﬁ elds provided,

as instructed in the Data File Setup section (Figure

4-6).

9. Click on Apply, then Done, to return to the main menu.

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Figure 4-6

Entering Data File Setup information

Beyond the Basics

4-12 PB FIRST Software User Guide SV60807 Rev. H

PB FIRST supports duplex printing for the DocuMatch

Integrated Mail Processor DC115, the FastPac Inserting

System DI800, DI900/DI950, and the 5 Series

™

tabletop

inserter. During PB FIRST installation and initial setup,

your Pitney Bowes Systems Engineer (PBSE) determines

your report requirements and creates the necessary PB

FIRST duplex jobs for you. Each job will have its own PB

FIRST desktop icon (shortcut).

For DocuMatch DC115 duplex jobs, the maximum number

of printed pages per mailpiece is 8 (four sheets of paper at

two printed pages per sheet).

For FastPac DI800 and 5 Series duplex jobs, the maximum

number of printed pages per mailpiece is 12 (six sheets of

paper at two printed pages per sheet).

For FastPac DI900/DI950, duplex jobs, the maximum

number of printed pages per mailpiece is 16 (eight sheets

of paper at two printed pages per sheet).

Mailpieces with more than the maximum number of duplex

pages will be printed in the Overcount group.

To run a duplex job:

• Double-click the PB FIRST desktop shortcut created for

that duplex job by your PBSE and proceed with the job.

Duplex Printing

✍

NOTE: When printing an

OMR duplex job, consult

your hardware operating

guide for special

guidelines regarding

paper thickness, loading,

and so on.

✍

NOTE: As of PB FIRST

version 11.03, you

can run a grouping job

simultaneously with

duplex printing.

Beyond the Basics

4-13

SV60807 Rev. H PB FIRST Software User Guide

PB FIRST allows you to print an “envelopes only” job.

Using this feature in conjunction with the new data

ﬁ le import feature allows you to process traditional

SmartMailer envelope printing applications through PB

FIRST.

During PB FIRST installation and initial setup, your Pitney

Bowes Systems Engineer determines your envelope

printing requirements and creates the necessary PB FIRST

envelope jobs for you. Each job will have its own PB

FIRST desktop icon (shortcut).

If you are connected to a Pitney Bowes envelope printer

and you want to print additional ﬁ xed information on the

envelopes, (for example, a return address or graphic), you

can use the Envelope Printer Accelerator (installed with

SmartMailer) to optimize the printing. For more detailed

information, refer to SmartMailer online Help.

To run an envelopes only job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

Envelope Printer

Support

Beyond the Basics

4-14 PB FIRST Software User Guide SV60807 Rev. H

Grouping

The grouping option allows you reduce postage costs by

combining items for the same destination address and

inserting them into one envelope. If the total page count for

the same address exceeds the maximum, the whole set

prints as an overcount item. (See also Overcount

Group Splitting in this chapter.)

PB FIRST version 11.03 adds the ability to process

a job that includes both grouping and duplex printing

simultaneously. Also as of version 11.03, grouping is now

possible with data ﬁ le importing, which may save you

postage on extra mailpieces.

During PB FIRST installation and initial setup, your Pitney

Bowes Systems Engineer (PBSE) works with you to

determine your requirements and creates the necessary

PB FIRST jobs with grouping enabled. Each job will have

its own PB FIRST desktop icon (shortcut).

To run a grouping job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

✍

NOTE: As of PB FIRST

version 11.03, you

can run a grouping job

simultaneously with

duplex printing.

Beyond the Basics

4-15

SV60807 Rev. H PB FIRST Software User Guide

Graphic images can be inserted into a report by an

Advanced User (see example in Figure 4-7). You may

insert a graphic image only in the following sections of a

report:

• Page Header

• Detail

• Page Footer

When placing an image onto the report, follow these

guidelines:

❒ The image must not be closer than 1/2 in. above or

below the OMR mark on the 5 Series report.

❒ The image must not be closer than 1/8 in. to the left or

right of the OMR mark on the 5 Series report.

❒ The image cannot cover the POSTNET barcode in the

Page Header section of the report.

❒ The work may be too involved, requiring a Pitney

Bowes Systems Engineer to perform it.

Inserting a

Graphic Image

Figure 4-7

Example of a graphic (Pitney Bowes logo) inserted into a report

Beyond the Basics

4-16 PB FIRST Software User Guide SV60807 Rev. H

To place a graphic image on a report:

1. With the PB FIRST main menu displayed, press F11 on

your keyboard to display the Database window (Figure

4-8).

2. Click Reports in the left panel. The report objects

appear in the right frame of the window.

3. Select the desired report, then click Design on the

toolbar.

Inserting a

Graphic Image

Design button

Re ports

But ton

Figure 4-8

Database window, showing report objects

Beyond the Basics

4-17

SV60807 Rev. H PB FIRST Software User Guide

4. In Design View mode, navigate to the section of the

report where you want to place the graphic image

(Page Header, Detail, Page Footer), then click on the

section bar for that section (Figure 4-9).

5. Click Insert > Picture.

6. Locate the desired graphic image ﬁ le to insert and click

OK.

7. Place the graphic in the desired location.

8. Close the report. Save your design changes when

prompted.

For more information on inserting an image into the

report, refer to the online Help documentation for

Access.

✍

NOTE: If you place a

graphic in the Detail

section of a report, the

graphic will be repeated

along with every line of

detail. We recommend

not placing graphics in

the Detail section at all.

Inserting a

Graphic Image

Figure 4-9

Placing a graphic in a report (in Design View mode)

Section Bar

Graphic

Object

Beyond the Basics

4-18 PB FIRST Software User Guide SV60807 Rev. H

Text can be inserted into a report by an Advanced User.

You may insert text only in the following sections of a

report:

• Page Header

• Detail

• Page Footer

When placing text into the report, follow these

guidelines:

❒ The text must not be closer than 1/2 in. above or below

the OMR mark on the 5 Series report.

❒ The text must not be closer than 1/8 in. to the left or

right of the OMR mark on the 5 Series report.

❒ The text cannot cover the POSTNET barcode in the

Page Header section of the report.

❒ The work may be too involved, requiring a Pitney

Bowes Systems Engineer to perform it.

To place text into a report:

1. With the PB FIRST main menu displayed, press F11 on

your keyboard to display the Database window (Figure

4-8).

2. Click Reports in the left panel. The report objects

appear in the right frame of the window.

3. Select the desired report, then click Design on the

toolbar.

4. In Design View mode, navigate to the section of the

report where you want to place the text (Page Header,

Detail, Page Footer), then click the section bar for that

section (Figure 4-9).

5. Click View > Toolbars > Toolbox in the Access menu

bar to display the toolbox.

6. Click the text box tool (see sidebar), draw a text box

within the section, and type in the desired text.

7. Close the report. Save your design changes when

prompted.

For more information on inserting text into the report,

refer to the online Help documentation for Access.

Inserting Text

✍

NOTE: If you place text

in the Detail section of

a report, the it will be

repeated along with

every line of detail. We

recommend not placing

text in the Detail section

at all.

Text box tool in

Design View mode

Beyond the Basics

4-19

SV60807 Rev. H PB FIRST Software User Guide

PB FIRST

™

supports splitting a job among multiple

printers. (This is also known as load balancing or load

balanced printing.) You must be logged on as an Advanced

User to use enable this option.

To enable job splitting:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Project Options in the left panel.

3. Select the Normal or Overcount checkbox (or both),

to job split normal items, overcount items, or both.

4. Click Apply, then Done, to return to the main menu.

Prior to printing, the system will display a dialog box

(Figure 4-10) that allows you to split the job by pieces

or by trays among up to eight printers. You may split by

trays only presorted jobs for which you've assigned tray

numbers.

As of PB FIRST version 11.03, when you enable job

Job Splitting

Among Multiple

Printers (Load

Balancing)

Figure 4-10

Splitting the print job among multiple printers

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Beyond the Basics

4-20 PB FIRST Software User Guide SV60807 Rev. H

splitting among multiple printers, this activates the Load

Balanced Printing dialog box from ANY printing point in PB

FIRST — even when printing from the Browse Addresses

dialog box.

A convenient new feature as of version 12.01: PB FIRST

remembers the last setting used in the Load Balanced

Printing dialog box. This eliminates repetitive selection

of printer options. If the input ﬁ le has been changed and

it does not have the same number of documents, the

system remembers the number of printers used the last

time and divides the number of documents equally among

the printers from the last run. The system also validates

the existence of printers used last. If a printer has been

removed, the system displays an error message and

disregards the last settings.

Job Splitting

Among Multiple

Printers (Load

Balancing)

Beyond the Basics

4-21

SV60807 Rev. H PB FIRST Software User Guide

OMR Support

One of the most important features of PB FIRST is its

ability to generate OMR marks (Optical Mark Recognition)

that can be read by these Pitney Bowes inserting systems:

• Ofﬁ ceRight™ DI350 / FastPac™ DI400 / 3 Series™

• 4 Series™

• FastPac™ DI800 / 5 Series™

• FastPac™ DI800 / 5 Series™ ProPack (Production

Package)

• FastPac

™

DI500/DI600

• FastPac

™

DI900/DI950

The printing of OMR marks on PB FIRST report pages and

their subsequent scanning by the tabletop inserter results

in greatly increased mailpiece integrity and an extremely

low possibility of the wrong sheets being inserted into an

envelope.

These marks are generated based on data entered by your

Pitney Bowes Systems Engineer (PBSE) during PB FIRST

installation and initial setup. The PBSE determines your

report requirements and creates the necessary PB FIRST

OMR jobs for you. Each job will have its own PB FIRST

desktop icon (shortcut).

To run an OMR job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

Beyond the Basics

4-22 PB FIRST Software User Guide SV60807 Rev. H

Overcount

Group Splitting

Overcount group splitting allows you to split groups

of overcount items for the same recipient into multiple

envelopes in order to minimize the number of envelopes

that must be processed manually.

When a PB FIRST job has this option enabled, a limit is

set on the size of a group to be split. This prevents a very

large group from being split into dozens of envelopes.

The import process keeps the split groups together at the

end of the address list.

During PB FIRST installation and initial setup, your Pitney

Bowes Systems Engineer (PBSE) works with you to

determine your requirements and creates the necessary

PB FIRST jobs with grouping and overcount group splitting

enabled. Each job will have its own PB FIRST desktop icon

(shortcut).

To run an overcount group splitting job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

To change the overcount group splitting page limit:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Job Options in the left panel menu.

3. In the number list for Maximum Number of Pages per

Overcount Group Splitting, select the desired number.

Refer to Table 4-1 on the next page for the proper

settings.

• If the number of pages for a group is less than or

equal to the maximum number you select in step 3,

the group will be split into smaller groups that will ﬁ t

into the number you specify in the option Maximum

Number of Pages per Mailpiece.

• If the number of pages for a group is greater than

the maximum number you select in step 3, the

group is not split.

4. Click Apply, then Done, to return to the main menu.

✍

NOTE: This option is

NOT available for the

job type Env (envelope

printing).

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Beyond the Basics

4-23

SV60807 Rev. H PB FIRST Software User Guide

To disable overcount group splitting:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Job Options in the left panel menu.

3. Set to 0 (zero) the number box for Maximum Number

of Pages per Overcount Group Splitting in Job Options

of Advanced User Setup.

4. Click Apply, then Done, to return to the main menu.

Table 4-1

Settings for Maximum Number of Pages

Hardware Type of Job Max.

Pages

DocuMatch DC115 simplex 4

DocuMatch DC115 duplex 8

3 Series

Ofﬁ ceRight DI350

FastPac DI400

simplex 5

3 Series

Ofﬁ ceRight DI350

FastPac DI400

duplex 10

5 Series

FastPac DI800

simplex 6

5 Series

FastPac DI800

duplex 12

FastPac DI500/DI600 simplex single-fold 5

FastPac DI500/DI600 duplex single-fold 10

FastPac DI500/DI600 simplex C-, Z-, double-fold 3

FastPac DI500/DI600 duplex C-, Z-, double-fold 6

FastPac DI900/DI950 simplex C-, Z-fold 8

FastPac DI900/DI950 duplex C-, Z-fold 16

Overcount

Group Splitting

Beyond the Basics

4-24 PB FIRST Software User Guide SV60807 Rev. H

PDF-to-Text

Conversion for

Importing

PB FIRST version 11.03 (and forward) supports importing

from Portable Document Format ( PDF) ﬁ les. This

functionality extends the number of applications that can

be integrated with PB FIRST.

This optional feature is conﬁ gured by your Pitney Bowes

System Engineer (PBSE) per your sales agreement. The

PDF ﬁ le is imported, converted to text, and conﬁ gured by

your PBSE so it can be processed by PB FIRST.

To run PDF ﬁ le importing job:

• Double-click the PB FIRST desktop shortcut created

for it by your PBSE and proceed with the job.

Beyond the Basics

4-25

SV60807 Rev. H PB FIRST Software User Guide

Presort Rejects

Printed with Mail

Job

Presort rejects, also known as non-qualifying addresses,

are any mailpieces that could not be included in the presort

discounted mailing by SmartMailer

™

. Normally these

pieces are printed separately during a PB FIRST mail job

by clicking on the Print Presort Rejects button on the main

menu.

As of PB FIRST version 11.03, you can print presort rejects

together with the successfully presorted pieces in your mail

job by selecting the Processing Non-qualifying Addresses

option in the Mailing Options screen in the SmartMailer

Setup Wizard.

The presort rejects will be included only if:

• Street and City ﬁ elds contain information.

• State ﬁ eld contains a valid state abbreviation.

To set up printing of presort rejects within your mail

job:

1. Click Setup in the PB FIRST main menu.

2. Click Postal Code in the left panel Options menu.

3. Click the Presort Setup button to display the

SmartMailer Presort Setup dialog box.

4. Click Mailing Options in the left panel Setup Tasks

menu.

5. In the Reject Processing section, select the

radio button Addresses with Street, City, State

Information.

6. Conﬁ gure any remaining SmartMailer options, as

desired.

7. Click Finish to return to PB FIRST Advanced User

Setup.

8. Click Done.

Beyond the Basics

4-26 PB FIRST Software User Guide SV60807 Rev. H

As of version 12.01, PB FIRST allows you to review

presort results after the presort is completed, showing the

costs savings of the presort.

To enable the option to review presort results:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Postal Code in the left panel to display Postal

Code options.

3. Select the checkbox Display Presort Result Dialog.

4. Click Done.

During PB FIRST mail job processing, the presort results

are displayed in the Presort Finished dialog box (Figure

5-14) after presorting is complete and before you are

prompted to print presort reports.

Presort Results

Display Option

Figure 4-11

Presort results are displayed after presorting is

complete.

Beyond the Basics

4-27

SV60807 Rev. H PB FIRST Software User Guide

Sorting Error-

Coded Pieces to

the End of the

List

PB FIRST users often have mailings that contain several

pieces with incomplete or international addresses. These

pieces generally need to be processed differently than

normal pieces (for example, distributed as internal mail

without postage or mailed externally with international

postage) and need to be separated from the rest of the

mail job.

Previous versions of PB FIRST allowed such a separation

of pieces only when a mail job called for postal coding and

presorting, by sending error-coded pieces to the presort

reject group (pieces that failed presorting).

With the current release of PB FIRST, users who want to

merely postal code without presorting can now separate

these error-coded pieces that fail postal coding and send

them to the end of the list.

To enable this option:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Postal Code in the left panel menu.

3. Select the checkbox for Sort E-Coded Pieces at the

End of the List.

4. Click Apply, then Done, to return to the main menu.

✍

NOTE: If you select

or clear this option in

Advanced User Setup

after importing, you must

re-import the input ﬁ le for

the change to take effect.

Beyond the Basics

4-28 PB FIRST Software User Guide SV60807 Rev. H

PB FIRST supports printing from multiple trays on the

DocuMatch DC115 (or other PCL-compatible printers) in

the same report or print job. This can be used for printing

the ﬁ rst page of a document on company letterhead

and sub se quent pages on plain paper, and for other

installations that require different paper stock to be used in

different parts of the report.

PB FIRST also supports tray switching with job splitting

among multiple printers (load balanced printing) as well as

tray switching with job splitting and duplexing.

During installation and setup, your Pitney Bowes Systems

Engineer (PBSE) determines your requirements and sets

up the necessary PB FIRST tray switching applications (if

any) for you.

To run a tray switching job:

• Double-click on the PB FIRST desktop shortcut created

for it and proceed with the job.

Tray Switching

on the

DocuMatch

and Other PCL-

Compatible

Printers

Beyond the Basics

4-29

SV60807 Rev. H PB FIRST Software User Guide

The United States Postal Service maintains a National

Change of Address (NCOA) database of individuals

and companies who have notiﬁ ed the post ofﬁ ce of their

change of address. This database was enhanced and is

now called NCOALink

™

Pitney Bowes VeriMove

™

Net is a service licensed by the

USPS to update mailing lists with addresses from the

NCOALink

™

database. This enables you to meet the First-

Class Mail Move Update requirement in Classiﬁ cation

Reform announced in 1996. PB FIRST allows customers

to access VeriMove directly from the PB FIRST main menu

by simply clicking on the VeriMove button.

As a PB FIRST customer, you may apply for VeriMove Net.

For more information, go to the following Pitney Bowes

web page:

www.g1.com/link/moveupdate

After you’ve obtained general information about VeriMove

Net, you may download an information packet. Complete

instructions including where to send completed paperwork

will be part of the download in the Registration for

VeriMove™ Net Processing document. A sample fax cover

page is also made available for downloading.

PB FIRST also allows you to generate a report of all

changes that postal coding and/or VeriMove™ Net have

made to your address list.

VeriMove

™

Net (replaces

ForwardTrak

™

Net)

✍

NOTE: PB FIRST’s

in te gra tion with VeriMove

Net is done entirely

through SmartMailer.

VeriMove must be

included in your

SmartMailer conﬁ guration

in order for PB FIRST to

interface with this option.

Beyond the Basics

4-30 PB FIRST Software User Guide SV60807 Rev. H

Chapter 5

Check

Printing

About PB FIRST Check Printing ....................5-2

Overview of Check Printing Features ............5-3

Running a Check Printing Job .......................5-4

Before You Begin .....................................5-4

Running the Job ......................................5-4

User Privileges for Check Printing .................5-5

MICR Toner Reminder ...................................5-7

Activity Log ....................................................5-8

Viewing or Printing ...................................5-9

Purging Information ............................... 5-11

Check Print Log ...........................................5-12

Viewing or Printing .................................5-13

Purging Printed Checks .........................5-15

Signature Encryption ...................................5-16

Managing Multiple Accounts ........................5-18

Creating a New Account ........................5-18

Editing an Existing Account ...................5-23

Deleting an Existing Account .................5-23

Automatic Check Number Generation .........5-24

Positive Pay .................................................5-25

PB FIRST and Positive Pay ...................5-25

Check Printing

5-2 PB FIRST Software User Guide SV60807 Rev. H

PB FIRST

™

supports check printing on a laser printer

and on DocuMatch

DC115 (Lexmark

™

printer version).

This optional feature is conﬁ gured by your Pitney Bowes

Systems Engineer (PBSE) during installation and initial

setup of PB FIRST, per your sales agreement.

Essentially, PB FIRST imports the desired ﬁ le and

reformats it for check printing, including the signature and

MICR line.

The checks are printed on business forms (check stock)

specially formatted for check printing. These forms may

be any check stock compliant with the laser printer being

used. If printing on a DocuMatch DC115, any check stock

that meets DocuMatch DC115 speciﬁ cations is acceptable.

You may also order additional check stock directly from the

Pitney Bowes Supply Line at www.pb.com/supplies

MICR toner should be used for check printing jobs, since

normal toner lacks the proper magnetic characteristics

required for automated processing by the bank. (Check

with your bank for more details.) The Pitney Bowes Supply

Line carries replacement MICR toner for DocuMatch

DC115 check printing only.

During the check printing job, PB FIRST instructs the laser

printer to print the necessary information on each check

form:

• Account name, address, logo

• Bank name, address, routing number, logo

• Payee name, address

• Payment amount

• MICR characters

• Signature(s)

• Other information, as desired (for example, remittance

advice indicating which invoices are being paid).

About PB FIRST

Check Printing

5-3

SV60807 Rev. H PB FIRST Software User Guide

Overview of

Check Printing

Features

PB FIRST check printing allows you to:

• Assign privileges for user security;

• Maintain a log of all user activity for each check printing

project;

• Maintain a check print log;

• Safeguard check data from viewing and modiﬁ cation;

• Encrypt an unlimited number of signatures (maximum

of two encrypted signatures per account);

• Manage multiple checking accounts;

• Create an output ﬁ le for Positive Pay services offered

by ﬁ nancial institutions.

These features are available only when your PBSE

conﬁ gures PB FIRST for check printing at the time of

installation and setup, per your sales agreement.

In Chapter 2 you were introduced to the PB FIRST main

menu. With the check printing feature enabled, the PB

FIRST main menu displays a button labeled Utilities

(Figure 5-1).

Figure 5-1

When check printing has been enabled during installation and

setup, the main menu displays the Utilities button (circled).

Check Printing

5-4 PB FIRST Software User Guide SV60807 Rev. H

Running a Check

Printing Job

Before running a check printing job, review this checklist of

preliminary steps:

❒ Load the laser printer with enough check forms for the

job.

❒ Make sure MICR toner has been installed in the laser

printer.

❒ If your signatures are stored on one or more removable

disks, retrieve the disk(s) from its secure location and

have it ready to insert into its disk drive when prompted

by PB FIRST during the check printing job.

Before You Begin

Running the Job

To run a PB FIRST check printing job:

1. Launch PB FIRST by double-clicking on the PB FIRST

desktop shortcut set up by your PBSE for that check

printing job.

2. Click Import in the PB FIRST main menu.

3. When importing is complete, click the desired print

option on the main menu.

4. Follow the prompts to complete the print job. During

this process, the system will prompt you to insert the

removable disk containing the encrypted signature(s)

(Figure 5-2).

5. When the print job is done, examine the checks and

review/verify the check log data.

✍

NOTE: As an added

security precaution,

please keep your MICR

toner and removable disk

in a locked storage area

when not in use.

Figure 5-2

The system prompts you to insert the removable disk

containing the encrypted signature.

✍

NOTE: As of version

12.01, PB FIRST reminds

you to load MICR toner

into your printer before

check printing begins.

Check Printing

5-5

SV60807 Rev. H PB FIRST Software User Guide

User Privileges

for Check

Printing

In Chapter 2, you learned that there are two basic levels

of PB FIRST user access, User and Advanced User. With

the check printing feature enabled, there are two additional

levels of user access with privileges unique to running a

check printing job:

• Checking Admin1, Checking Admin2

(coequal in privilege)

• User1 through User8

(privileges for each are deﬁ ned and managed by the

Checking Admin)

Checking Admins are authorized to run check printing jobs,

manage logs, manage privileges, encrypt signatures, and

manage accounts. User1 through User8 privileges are

limited to running check printing jobs and managing logs.

Your Pitney Bowes Systems Engineer sets up your check

printing user privileges during installation. The PBSE also

sets up your passwords and shows you how to change

them. Each Checking Admin and User1–User8 has the

privilege of changing their own password.

The Checking Admin manages the check printing

privileges for User1 through User8 in the following

manner:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Privileges in the Utilities dialog box

(Figure 5-3).

✍

NOTE: Please

remember your

password! If you forget

it, you must phone the

Pitney Bowes Tech

Support Center to

have the PB FIRST

administrator reset it!

✍

NOTE: User1–User8

do not have the privilege

to run a check printing

job using load balanced

printing (See Job Splitting

Among Multiple Printers,

Chapter 4). If such a job

is required, it must be run

by a Checking Admin1 or

Checking Admin2.

Figure 5-3

The Utilities dialog box provides access to a number of

functions related to check printing.

Check Printing

5-6 PB FIRST Software User Guide SV60807 Rev. H

User Privileges

for Check

Printing

3. In the User Privileges dialog box (Figure 5-4), select or

deselect the desired options:

• Enable or disable a user

• Allow or disallow a user to reprint checks.

• Allow or disallow a user to view the Activity Log and

Check Print Log

• Allow or disallow a user to purge information from

the Activity Log or Check Print Log

4. Click Close, then Close Form, to return to the main

menu.

Figure 5-4

Selecting the check printing privileges for each user.

Check Printing

5-7

SV60807 Rev. H PB FIRST Software User Guide

MICR Toner

Reminder

Before any printing has taken place for a check printing

job, PB FIRST can remind you to change your printer

toner to MICR toner. This reduces the chance that checks

printed will be rejected by the bank’s check processing

equipment, which may expose you to large fees.

To enable the MICR toner reminder option:

1. Click Setup in the PB FIRST main menu to display the

Advanced User Setup dialog box.

2. Click Main Setup in the left panel menu to display the

Conﬁ guration dialog box.

3. Click Project Setup in the left panel menu to display

Project Setup options (Figure 5-5).

4. Select the checkbox Remind for MICR Toner Check

Before Printing Starts.

5. Click Done.

When the check printing job is run, the MICR Toner Check

dialog box is automatically displayed just prior to printing

(Figure 5-6).

Figure 5-5

Enabling the MICR toner

reminder

Figure 5-6

MICR Toner Check dialog box

Check Printing

5-8 PB FIRST Software User Guide SV60807 Rev. H

PB First maintains a persistent log of all user activity for

each check printing project. Users with sufﬁ cient privileges

can preview or print this Activity Log as a report, ﬁ ltered by

date and user (Figure 5-7).

The report includes a subtitle that indicates the parameters

used to generate the report (for example, the date range

and activity for a speciﬁ c user or all users). The ﬁ rst and

each subsequent page of the report includes a header row

for the log data: Date, Time, User ID, Activity Description.

The footer includes the page number and the date/time the

Activity Log report was generated.

Activity Log

Figure 5-7

You can preview the Activity Log on-screen or print out a copy.

Check Printing

5-9

SV60807 Rev. H PB FIRST Software User Guide

• Imported Print File

• Postal Coded Data

• Presorted Data

• Decrypted Signature

• Encrypted Signature

• Begin Signature

Decrypt

• Invalid Password

Entered

• Purged Activity Log

• Check Print Log

• Positive Pay Export

• Privileges Updated

• Begin Check Printing

• End Check Printing

The Activity Description ﬁ eld includes entries for the

following actions:

Activity Log

To view or print the Activity Log:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Logs in the Utilities dialog box.

3. In the Manage Logs dialog box (Figure 5-8), select

Activity Log, then click View/Print.

Viewing or Printing

the Activity Log

Figure 5-8

Selecting a log for viewing/printing or

purging.

Check Printing

5-10 PB FIRST Software User Guide SV60807 Rev. H

4. In the Activity Log Report dialog box (Figure 5-9), you

may ﬁ lter entries in the log as you wish.

a. Type the activity date range in the ﬁ elds provided.

b. Select All Users or a speciﬁ c user from the drop

down box.

c. Select the option to either Print or View the report.

5. Click OK.

Activity Log

Viewing or Printing

the Activity Log

Figure 5-9

Filtering the entries for the Activity Log

report.

Check Printing

5-11

SV60807 Rev. H PB FIRST Software User Guide

As the number of records in the log surpasses 5,000,

PB FIRST displays the following message upon importing:

The Activity Log is nearing its maximum size.

Older entries in the Activity Log should be

reviewed and purged by a user who has sufﬁ cient

privileges.

In all cases, you are allowed to continue and all activity

continues to be logged.

In the Purge Activity Log dialog box (Figure 5-10), users

with sufﬁ cient privileges can purge activity from the log that

occurred prior to some date speciﬁ ed by the user.

To purge information from the Activity Log:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Logs in the Utilities dialog box.

3. In the Manage Logs dialog box, select Activity Log,

then click on Purge.

4. In the Purge Activity Log dialog box, type the date in

the ﬁ eld provided.

5. Click Purge.

Figure 5-10

Purging activity prior to some specified

date.

Activity Log

Purging Information

from the Activity

Log

✍

NOTE: If you want to

purge all the entries in

the log, type in a date

later than today’s date.

Check Printing

5-12 PB FIRST Software User Guide SV60807 Rev. H

The Check Print Log is a persistent log of all check printing

activity, showing the check number, account ID, check

amount, and a count showing the number of times each

check was printed along with the name of the user who

printed the check (or imported the check into PB FIRST).

Users with sufﬁ cient privileges can use this log to audit

check printing activity and to help detect errors or fraud

due to multiple prints of checks. This log can be previewed

or printed as a report (Figure 5-11).

The log is populated when a ﬁ le is imported. PB FIRST

checks to see if an entry for the check number already

exists in the log, and if not, it adds a new entry.

When a check is printed, PB FIRST again checks the log to

see if there is an entry for the check number. If PB FIRST

ﬁ nds the entry, it increments the print count for that check.

If it does not ﬁ nd the entry, it displays an error message.

The report includes a subtitle that indicates the parameters

used to generate the report. The ﬁ rst and each subsequent

Check Print Log

Figure 5-11

You can preview the Check Print Log on-screen or print out a

copy.

Check Printing

5-13

SV60807 Rev. H PB FIRST Software User Guide

Check Print Log

Users with sufﬁ cient privileges can view or print the Check

Print Log as a report.

To view or print the Check Print Log:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Logs in the Utilities dialog box.

3. In the Manage Logs dialog box (Figure 5-12), select

Check Print Log, then click View/Print.

Figure 5-12

Selecting the Check Print Log for

viewing/printing or purging.

Viewing or Printing

the Check Print Log

page of the report includes a header row for the log data.

The footer includes the page number as well as the date

and time the report was generated.

Check Printing

5-14 PB FIRST Software User Guide SV60807 Rev. H

4. In the Check Log Report dialog box (Figure 5-13), you

may ﬁ lter entries in the log as you wish.

a. Select an Account ID or All.

b. Select a Check Number option for either all checks

or a range of checks.

c. Select a Filter option.

d. Select the option to either Print or View the report.

5. Click OK.

Check Print Log

Viewing or Printing

the Check Print Log

Figure 5-13

Filtering the entries for the Check Print

Log report.

Check Printing

5-15

SV60807 Rev. H PB FIRST Software User Guide

As the number of records in the log surpasses 100,000,

PB FIRST displays the following message upon importing:

The Check Print Log is nearing its maximum size.

Older entries in the Check Print Log should be

reviewed and purged by a user who has sufﬁ cient

privileges.

In all cases, you are allowed to continue and all checks

continue to be logged.

Users with sufﬁ cient privileges can purge printed checks

from the log in the Purge Check Print Log window. They

may specify All Checks, or a range of check numbers.

To purge printed checks from the Check Print Log:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Logs in the Utilities dialog box.

3. In the Manage Logs dialog box, select Check Printing,

then click Purge.

4. In the Purge

Check Print

Log dialog

box (Figure

5-14), select

an Account

ID or All, then

select the option

for either All

Checks or a

range of checks

By Check No.

If a range of

checks, type the

check number

range in the

ﬁ elds provided.

5. Click Purge.

Check Print Log

Purging Printed

Checks

Figure 5-14

Purging printed checks from the Check

Print Log.

Check Printing

5-16 PB FIRST Software User Guide SV60807 Rev. H

A Checking Admin user who knows the encryption

password can encrypt an unlimited number of signatures

(graphic image ﬁ les of signatures) for each check printing

project. You can specify a maximum of two signatures per

account.

During PB FIRST installation and initial setup, your Pitney

Bowes Systems Engineer will set up your encryption

password and provide it to one or both Checking Admin

users. Before encrypting a graphic image ﬁ le of a

signature, PB FIRST prompts the Checking Admin for the

encryption password.

Your PBSE can also conﬁ gure your check layouts to

support special signatures based upon the check amount.

For example, if a check is above a certain dollar amount, a

particular signature or perhaps multiple signatures can be

printed.

To encrypt a graphic image ﬁ le of a signature:

1. Click Utilities in the PB FIRST main menu.

2. Click Encrypt Signature in the Utilities dialog

box (Figure 5-3, page 5-6).

3. In the Enter Password dialog box (Figure 5-15),

type in the encryption password and click OK.

Signature

Encryption

✍

NOTE: Please

remember your

encryption password! If

you forget it, you must

contact the Pitney Bowes

Tech Support Center

to have the PB FIRST

administrator reset it!

✍

NOTE: In PB FIRST

versions prior to 11.01,

if multiple signatures are

required, they all must

be stored together on the

same removable disk.

Figure 5-15

Entering the encryption password.

Check Printing

5-17

SV60807 Rev. H PB FIRST Software User Guide

4. In the Encrypt Signature dialog box (Figure 5-16):

a. Click the upper Browse button to navigate to the

desired signature ﬁ le to be encrypted, then select

the ﬁ le. (The ﬁ le should be on a removable disk

such as a ﬂ oppy disk [drive A], not on the hard

drive.) The path and ﬁ le name appear in the ﬁ eld

provided.

b. Click the lower Browse button to navigate to the

desired location for storing the encrypted signature.

The encrypted ﬁ le will be:

input ﬁ le name.dat

The path appears in the ﬁ eld provided.

c. Click the Encrypt

button.

d. When the signature has

been encrypted (Figure

5-17), click OK.

Signature

Encryption

Figure 5-17

✍

NOTE: For security,

the output ﬁ le for the

encrypted signature

should be stored on a

removable disk (not on

the computer’s hard

drive) so it can be locked

in a secure location when

not in use.

Figure 5-16

Encrypt Signature dialog box

Check Printing

5-18 PB FIRST Software User Guide SV60807 Rev. H

Managing

Multiple

Accounts

PB FIRST™ version 11.01 supports multiple accounts

for check printing. Your Pitney Bowes Systems Engineer

(PBSE) sets up your check printing user privileges during

installation. Users with Checking Admin privileges are

authorized to manage multiple checking accounts through

the Manage Accounts dialog box.

To create a new account for check printing:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Accounts in the Utilities dialog box. The

Manage Accounts dialog box appears (Figure 5-18).

3. Click the New button.

4. In the Account ID ﬁ eld, type the account ID as speciﬁ ed

in the input ﬁ le to be imported for the check printing

job. Depending on the format of your ﬁ le, this may be

the account number or it may be some other code.

5. Type an account name or description in the Account

Description ﬁ eld.

Creating a New

Account

Figure 5-18

Payor tab of Manage Accounts dialog box

Check Printing

5-19

SV60807 Rev. H PB FIRST Software User Guide

Managing

Multiple

Accounts

6. Click the Payor tab (Figure 5-16).

a. Type the payor name and address, as they are to

appear on the check, in the ﬁ elds provided.

b. In the Logo ﬁ eld, enter the ﬁ le path or use the

Browse button to select the graphic image

ﬁ le for the payor logo that is to appear on the

check.

7. Click the Bank tab (Figure 5-19).

a. Type in the checking account number in the Bank

ﬁ eld.

b. Type the bank name and address, as they are to

appear on the check, in the ﬁ elds provided.

c. In the Logo ﬁ eld, enter the ﬁ le path or use the

Browse button to select the graphic image ﬁ le for

the bank logo that is to appear on the check.

Figure 5-19

Bank tab of Manage Accounts dialog box

Check Printing

5-20 PB FIRST Software User Guide SV60807 Rev. H

Managing

Multiple

Accounts

8. Click the Account Info tab (ﬁ gure 5-20).

a. If your PBSE has NOT enabled auto check

generation for your check printing jobs, type the

appropriate check number in the Starting Check

Number ﬁ eld.

b. In the Bank Fraction ﬁ elds, type the numerator in

the left ﬁ eld and the denominator in the right ﬁ eld.

The valid characters for these ﬁ elds are:

0 1 2 3 4 5 6 7 8 9 - /

c. In the MICR Line ﬁ elds, type the appropriate

information, adhering to ﬁ eld locations and content

as deﬁ ned by your bank. (Refer to Table 5-1 for

more details.)

Figure 5-20

Account Info tab of Manage Accounts dialog box

Check Printing

5-21

SV60807 Rev. H PB FIRST Software User Guide

Managing

Multiple

Accounts

* American Bankers Association

Table 5-1

Manage Accounts dialog box/Account Info tab

MICR Line ﬁ elds

AUX-ON_US TRANSIT ON_US

Purpose Sequential

check number

Bank routing

number

Checking acct.

number

ABA*

positions

62…...……44 43………...33 32…...……14

Characters

and Symbols

C = ON_US

symbol

A = transit

symbol

C = ON_US

symbol

D = dash D = Dash D = dash

<sp> (space

character)

(no spaces) <sp> (space

character)

N = for each

digit in check

number

N = for each

digit in account

number

0 through 9 for

corresponding

digits

0 through 9 for

corresponding

digits

0 through 9 for

corresponding

digits

Format As deﬁ ned by

your bank

9 numeric + 2

transit symbols

As deﬁ ned by

your bank

Notes Do NOT use

position 44

(reserved for

EPC ﬁ eld)

Routing

number must

be preceded

and followed

by transit

symbol, e.g.,

A123456789A

May not

contain more

than 19

characters

(digits,

symbols, and

spaces)

May also

contain

accounting

control info.

speciﬁ c to the

account

ON_US

symbol must

always appear

to the right

of account

number

Check Printing

5-22 PB FIRST Software User Guide SV60807 Rev. H

Figure 5-21

Signature tab of Manage Accounts dialog box

Managing

Multiple

Accounts

9. Click the Signature tab (Figure 5-21).

a. Select the Warn for Undeﬁ ned Signatures

checkbox if you want the system to notify you when

a required encrypted signature is not validated or

available.

Clear the checkbox if you do not want this warning

to display during Batch mode.

b. In the Include Signature 1 When Check Amount

Is ﬁ eld:

• Enter the minimum currency amount

requiring Signature 1 in the Greater Than or

Equal to ﬁ eld.

• Enter the maximum + 1 currency amount

requiring Signature 1 in the But Less Than

ﬁ eld.

c. In the Signature 1 ﬁ eld, enter the ﬁ le path or

use the Browse button to select the .dat ﬁ le for

encrypted Signature 1.

Check Printing

5-23

SV60807 Rev. H PB FIRST Software User Guide

d. In the Include Signature 2 When Check Amount

Is ﬁ eld:

• Enter the minimum currency amount requiring

Signature 2 in the Greater Than or Equal to

ﬁ eld.

• Enter the maximum + 1 currency amount

requiring Signature 2 in the But Less Than

ﬁ eld.

e. In the Signature 2 ﬁ eld, enter the ﬁ le path or

use the Browse button to select the .dat ﬁ le for

encrypted Signature 2.

10. Click Apply, then click OK to save your new

account.

Managing

Multiple

Accounts

Editing an Existing

Account

To edit an existing account:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Accounts in the Utilities dialog box. The

Manage Accounts dialog box appears (Figure

5-18).

3. In the Account ID ﬁ eld, select the desired account

number.

4. Click each tab and make your desired changes.

5. Click Apply, then click OK to save your new settings.

Deleting an

Existing Account

To delete an existing account:

1. Click Utilities in the PB FIRST main menu.

2. Click Manage Accounts in the Utilities dialog box. The

Manage Accounts dialog box appears (Figure

5-18).

3. In the Account ID ﬁ eld, select the desired account

number to be deleted.

4. Click the Delete button.

5. Answer Yes to the prompt Are You Sure You Want to

Delete Account?

✍

NOTE: In step 9d, if your

check printing job does

not require a second

signature, enter 0 (zero)

in each ﬁ eld. Do NOT

leave these two ﬁ elds

blank.

Check Printing

5-24 PB FIRST Software User Guide SV60807 Rev. H

Automatic

Check Number

Generation

As of version 11.01, PB FIRST provides a new option for

automatically gen er at ing check numbers.

During installation and initial setup, your Pitney Bowes

Systems Engineer creates the required PB FIRST check

printing applications for you. The PBSE enables or

disables automatic check number generation as may be

required for each job that is set up.

With this option enabled, you can input the starting check

number in the appropriate ﬁ eld under the Account Info tab

of the Manage Accounts dialog box (Figure 5-22) prior to

each check printing job.

Figure 5-22

With automatic check number generation enabled, the Starting

Check Number field is active. Enter the desired check number

here during job setup.

Check Printing

5-25

SV60807 Rev. H PB FIRST Software User Guide

In an effort to provide additional control over check fraud,

many banks support a service known as Positive Pay

that uses their customer’s issued check information as an

authorization ﬁ le. The ﬁ le indicates which checks are valid

issues by check number and amount. The bank matches

presented items against issues to certify the validity of the

item. If an item matches by the check number and amount,

the bank will pay the item. Any items that do not match

can be referred to the customer for review, who can then

instruct the bank to either pay or return the item. Positive

Pay also eliminates posting errors and the adjustments

made to correct them.

The Positive Pay ﬁ le contains information such as check

number, date, amount, and payee. Banks have a variety of

Positive Pay ﬁ le formats, offering various services to their

customers that utilize the Positive Pay information.

PB First can create a ﬁ le that supports Positive Pay

services offered by ﬁ nancial institutions. However, PB

FIRST does not handle the transfer of the Positive Pay ﬁ le

to the bank. The customer is responsible for e-mailing the

ﬁ le or transferring it using the mechanism provided by the

bank.

During PB FIRST installation and initial setup, your Pitney

Bowes Systems Engineer conﬁ gures your output ﬁ le to the

Positive Pay format required by your ﬁ nancial institution.

The Positive Pay ﬁ le is created immediately after the PB

FIRST import (that is, before checks have actually been

printed), which would include all checks—including those

that eventually wind up in the sorted ﬁ le, rejects and

overcounts. If a Positive Pay ﬁ le already exists, that ﬁ le is

renamed as a backup ﬁ le (for example, pospay.csv.bak),

and the new ﬁ le is created.

Positive Pay

PB FIRST and

Positive Pay

✍

NOTE: Presently, only

one bank at a time can

be used when running

a PB FIRST job with

the Positive Pay option.

Therefore, check printing

jobs using multiple

accounts cannot be used

with Positive Pay.

Check Printing

5-26 PB FIRST Software User Guide SV60807 Rev. H

Thereafter, if desired, an Advanced User is able to deﬁ ne

the name and location of the Positive Pay ﬁ le through

the Advanced User Setup dialog box. The name and

location of the ﬁ le upon initial installation and test import is

“ positive.csv”, located in the PB First install directory ( for

example, c:\prnin).

Positive Pay

PB FIRST and

Positive Pay

Chapter 6

Troubleshooting

6-2 PB FIRST Software User Guide SV60807 Rev. H

Error Message/Problem Possible Cause Recommended Action

Can’t ﬁ nd [path to ﬁ le] to

import - check ﬁ le name

setting in User Setup

File not in correct path. Locate ﬁ le and move to

correct path.

File has not been copied/

downloaded to computer.

Copy or download ﬁ le to

computer.

File name is different. Go to Advanced User Setup

- Job Type Options dialog

box and enter correct ﬁ le

name.

In networked installations,

the ﬁ le cannot be found

because it exists on another

computer, and a drive is

no longer mapped, or it is

mapped using a different

drive letter.

Check your network

conﬁ guration. Log in and/or

remap drives as necessary.

Postal Coding failed - check

that ZIP+4 data is present

and has not expired

Postal Data (ZIP+4) CD not

found.

Install ZIP+4 Postal Data CD

and retry.

Postal Data (ZIP+4) CD has

expired.

Make sure you are using the

ZIP+4 Postal Data CD that

came with your most recent

SmartMailer CD.

Can’t ﬁ nd SmartMailer Postal

coding module - Check

SmartMailer directory setting

in User Setup

SmartMailer is not installed. Install or purchase Pitney

Bowes SmartMailer software.

To purchase SmartMailer,

call 1.800.MRBOWES

(1.800.672.6937)

Blank window appears when

I click Browse Addresses or

Overcount

No records are available for

viewing at this time. (There

are no overcount items in

this mail job.)

Click on the X at the top right

of the window to return to

main menu.

Not enough pieces in list to

qualify for Presort discount.

The mail job does not

contain the required number

of pieces to qualify for the

discount.

Refer to Chapter 2 for

minimum number of postal

coded pieces required.

Partial document at end of

ﬁ le FileToImport.

The input ﬁ le ended

unexpectedly. The last

document was more

than one page but was

incomplete.

Check that the input ﬁ le is

formatted correctly and not

truncated.

Troubleshooting

6-3

SV60807 Rev. H PB FIRST Software User Guide

Error Message/Problem Possible Cause Recommended Action

Document DOCNO in

FileToImport is over [X]

pages. Continue?

A document of over 20

pages was encountered.

Click Yes to continue.

Problem with the job setup. Contact your Pitney Bowes

Systems Engineer.

Problem with the input ﬁ le Check that the input ﬁ le is in

the same format as ﬁ les that

have imported correctly.

Address for document

DOCNO in FileToImport is

blank. Continue?

A blank address was

detected. Usually caused by

a bad import ﬁ le.

Click Yes to accept the

address and continue.

(Error Description) File

Document Page Line Field.

Error was encountered at

the indicated location while

importing. Usually caused by

a bad input ﬁ le.

Contact your Pitney Bowes

Systems Engineer.

Win98, DocuMatch driver not

found.

Job is conﬁ gured to run with

a DocuMatch but driver for

the printer is not installed.

Install the driver from your

most recent DocuMatch CD.

DestAddr table not found

– you must import before

postal coding.

Attempting to postal code

without any data.

Import the data ﬁ le.

Can’t ﬁ nd DBName.ini in

SmartMailer LISTS directory.

Project was not installed

correctly.

Contact your Pitney Bowes

Systems Engineer.

Can’t ﬁ nd SmartMailer

presort module – check

SmartMailer directory setting

in User Setup.

Presort module could not be

found.

Contact PB FIRST Technical

Support at 1.800.522.0020

Can’t ﬁ nd ﬁ le name to

import.

SmartMailer did not ﬁ nish

postal coding or presorting.

Import the input ﬁ le again

and re-postal code.

Unable to start SmartMailer

component.

A SmartMailer component

did not start.

Check that SmartMailer

runs OK by itself. Install or

reinstall it if necessary.

Report text appears in only

Courier (ﬁ xed pitch font).

Default printer set to

Generic.

Set another printer as

default.

Troubleshooting

6-4 PB FIRST Software User Guide SV60807 Rev. H

Chapter 7

Glossary

7-2 PB FIRST Software User Guide SV60807 Rev. H

Address Change Tracking

A feature that reports on SmartMailer

™

changes to

destination addresses, allowing you to accept or decline

the changes.

Advanced User

User of PB FIRST

™

who can also access the Advanced

User Setup dialog boxes and place images.

ASCII Text File

(American Standard Code for Information Interchange)

Used as the basic computer code in the U.S. for

representing alphanumeric information for personal and

workstation computers.

Barcodes

Dash lines scanned by FastPac DI800/5 Series with

ProPack and DI900/DI950 inserters. The barcodes tell

the system how to assemble a collation to ensure that all

inserts intended for a single addressee are placed in the

correct envelope.

Batch Mode

A feature that allows you to run a PB FIRST job with one

mouse click.

CASS

(Coding Accuracy Support System) A USPS

program that

validates and certiﬁ es the accuracy of address-matching

software. It tests the ability of that software to accurately

match address records to the USPS ZIP+4 database,

and assign the correct ﬁ ve-digit, ZIP+4, or delivery point

barcodes.

CRRT

( Carrier Route) The addresses to which a carrier delivers

mail. In common usage, carrier route includes city routes,

rural routes, highway contract routes, post ofﬁ ce box

sections, and general delivery units.

Glossary

7-3

SV60807 Rev. H PB FIRST Software User Guide

Data File Importing

A feature that permits the importing of data ﬁ les such as

Excel, comma delimited, and Access, with one record or

row per document. The data can be in any format that

Microsoft

Access 2000 or Access XP can import.

DPBC

( Delivery Point Barcode) A two-digit add-on to the ZIP+4

Code which identiﬁ es the primary street number or box

number of an address.

Duplex Printing

Printing on both sides of a sheet of paper.

Error Code

A code that is assigned to the records in your mail list ﬁ le

whenever an address is undeliverable or cannot be found.

ForwardTrak™ Net

Replaced by VeriMove™Net (see VeriMove™Net).

Grouping

Combining items for the same destination address and

inserting them into one envelope. If total page count

exceeds maximum, whole set prints as overcount items.

(See also overcount group splitting.)

Importing

Bringing a ﬁ le in from another location. For example,

transferring (importing) print ﬁ le data to PB FIRST.

JOB File

(.JOB File) DocuMatch

DC115 ﬁ le that conﬁ gures the

machine to a certain PB FIRST job.

Mail Job

The process of generating a group of ﬁ nished mailpieces.

May include printing, collating, and insertion.

Mailpiece

Any envelope, post card or package to which postage has

to be afﬁ xed.

Glossary

7-4 PB FIRST Software User Guide SV60807 Rev. H

Main Menu

The main user interface that appears when you launch PB

FIRST. It provides access to the most important and most

frequently used functions.

MICR

(Magnetic Ink Character Recognition) Specially encoded

characters printed with special ink or toner at the bottom

of checks that identify the checking account number, bank

transit number, and check number. They enable the bank's

automated equipment to process checks quickly and cost-

effectively.

NCOA

( National Change of Address) Database maintained by the

USPS of individuals and companies who have notiﬁ ed the

post ofﬁ ce of their change of address.

Normal Items

Mailable items that can be processed through a FastPac

™

DI800, 5 Series

™

, or DocuMatch DC115.

OEL

( Optional Endorsement Line) A series of speciﬁ c

characters on the top line of the address block that

identiﬁ es the sortation level of a package or bundle and

may contain an ACS participant code. The OEL is used in

place of package labels.

OMR Marks

(Optical Mark Recognition) Dash lines scanned by

Ofﬁ ceRight

™

DI350, FastPac DI400, DI800, DI500/DI600,

and 5 Series/3 Series

™

inserters. The OMR code tells

the system how to assemble a collation to ensure that all

inserts intended for a single addressee are placed in the

correct envelope.

OMR Reader

The unit on the inserting system that scans the OMR

marks that PB FIRST creates.

Glossary

7-5

SV60807 Rev. H PB FIRST Software User Guide

Overcount Group Splitting

Overcount group splitting allows you to split groups

of overcount items for the same recipient into multiple

envelopes in order to minimize the number of envelopes

that must be processed manually.

Overcount Items

Mailpieces that have too many pages to run through a

FastPac DI800, 5 Series or DocuMatch DC115 (more than

six sheets of paper for the DI800 or 5 Series, more than

four sheets of paper for the DocuMatch DC115).

Positive Pay

A service supported by many ﬁ nancial institutions as a

method of providing additional control over check fraud.

Information on the customer's issued checks is provided

to the bank and used as an authorization ﬁ le to accept,

reject, or question checks presented for payment.

Postal Coding

The process of verifying destination addresses as being

deliverable and assigning the correct postal barcodes to

them.

POSTNET

(Postal Numeric Encoding Technique) The barcode

system used on letter-size and ﬂ at-size mailpieces for

encoding the delivery point information and ZIP+4 code

information.

Presorting

The process of sorting a postal coded mail job by zip code

or carrier route in order to obtain postal discounts. The

mail job must contain at least 500 pieces of First Class

mail or 200 pieces of Standard mail to qualify for a presort

discount.

Glossary

7-6 PB FIRST Software User Guide SV60807 Rev. H

ProPack Barcodes and OMR Marks

A key feature of PB FIRST is its ability to generate

barcodes and OMR marks that can be read by a DI800/

5 Series inserting system equipped with the Production

Package (ProPack) option. This option consists of the

ProPack sheet feeder, optional outsort module, and

optional high capacity loader. All units are used in addition

to the normal inserter modules, giving even greater

ﬂ exibility to DI800/5 Series mail processing capabilities.

Reports

Microsoft

Access 2000 or Access XP objects that contain

the page layouts of the printed mailpieces.

Scan Map (Labels)

First page of a FastPac DI800 or 5 Series mail job that

contains important information that will help set up the

machine. Also used to refer to labels printed next to OMR

marks on all mailpieces when debugging a mail run.

Sequence Number

Determines the order in which the records were imported

into the program. Also used to reprint mailpieces with the

Print Selected Pieces button.

Simplex Printing

Printing on one side of a sheet of paper.

Uncoded Items

Records that have not been or could not be postal coded.

USPS

United States Postal Service

VeriMove™ Net

A Pitney Bowes service licensed by the USPS to update

mailing lists with addresses from the NCOALink™

database.

Glossary

Index

I-2 PB FIRST Software User Guide SV60807 Rev. H

About PB FIRST message box 1-12

Access levels

additional levels for check printing 5-5

set up during installation 2-2

Accounts

multiple checking accounts

creating a new account 5-18

editing an existing account 5-23

Activity Description ﬁ eld

possible entries that may appear 5-9

Activity Log

ﬁ ltering the entries 5-10

maximum size 5-11

preview, illustrated 5-8

printing or viewing 5-9

purging information from it 5-11

Activity Log Report dialog box 5-10

Address

change of address

ForwardTrak Net service 4-29

destination address

browsing for a speciﬁ c address 3-15

browsing individual addresses 3-13

National Change of Address database 4-29

record

ﬁ nding a speciﬁ c record or range of re-

cords 3-15

Address change management

deﬁ nition 7-2

Address change tracking

disadvantages 4-2

how it works 4-2

relaxation mode postal coding 4-2

Addrs report

description 4-4

printing or viewing 4-4

Advanced User

access level 2-2

authorized functions 2-2

deﬁ nition 7-2

privileges 2-2

Advanced User Setup

description 2-8

Advanced User Setup dialog box

accessing 2-8

Apply button and "implied Apply" 2-8

illustrated with descriptions 2-9, 2-10, 2-11,

2-12, 2-13

Apply button

and "implied Apply" function 2-8

Archiving

and the importing process 4-7

and the printing process 4-7

description 4-6

initial setup 4-6

selecting path to Archive directory 4-6

Artwork

inserting a graphic image 4-15

ASCII text ﬁ le

deﬁ nition 7-2

Authorization

Checking Admin 5-5

User1 through User8 (check printing) 5-5

Automatic check number generation 5-24

Barcode

delivery point barcode

deﬁ nition 7-3

DI900/DI950 Inserting System 4-8

ProPack (for DI800/5 Series)

PB FIRST support 4-8

Batch mode

deﬁ nition 7-2

description 4-9

why postal coded minimum is higher in

Batch mode 4-9

Browse Addresses dialog box

illustrated 3-13

printing selected pieces

sequence number 3-16

table of options 3-16

Browsing through destination address re-

cords

ﬁ nding speciﬁ c records 3-15

individual addresses 3-13

Index

I-3

SV60807 Rev. H PB FIRST Software User Guide

Carrier route

deﬁ nition 7-2

CASS

deﬁ nition 7-2

Change of address

ForwardTrak Net service 4-29

National Change of Address database 4-29

Check

printing

option to remind user to load correct toner

5-7

option to remind you to load proper toner

5-7

Checking Admin1

user privileges 5-5

Checking Admin2

user privileges 5-5

Check Log Report dialog box 5-14

Check printing

Activity Log

ﬁ ltering the entries 5-10

maximum size 5-11

preview, illustrated 5-8

printing or viewing 5-9

purging information from it 5-11

automatic check number generation 5-24

availability of this option 5-3

before you begin the job 5-4

check forms/stock 5-2

Check Print Log

description 5-12

ﬁ ltering the entries 5-14

maximum size 5-15

purging printed checks from it 5-15

detecting fraud or errors

Check Print Log as a tool 5-12

encrypting a signature 5-16

fraud

Positive Pay feature 5-25

how it works in PB FIRST 5-2

installation of this option 5-2, 5-18

main menu

additional button (Utilities) 5-3

managing multiple accounts

creating a new account 5-18

editing an existing account 5-23

overview of main features 5-3

preview, illustrated 5-12

running the job 5-4

signature 5-16

stored on removable disk in secure loca-

tion 5-17

user access/privileges/security

levels 5-5

managing privileges 5-5

User Privileges dialog box illus 5-6

what info gets printed on check? 5-2

Check Print Log

description 5-12

ﬁ ltering the entries 5-14

maximum size 5-15

preview, illustrated 5-12

printing or viewing 5-13

purging printed checks 5-15

Company logo

inserting a graphic image 4-15

Conﬁ guration

initial conﬁ guration of PB FIRST 2-2

Container labels, presort

printing 3-9

CRRT

deﬁ nition 7-2

Data ﬁ les

multiple

in what does PB FIRST do? 1-3

Data ﬁ le importing 4-11

brief description of this feature 1-3

deﬁ nition 7-3

enabling 4-11

specifying this ﬁ le type in Advanced User

Setup 4-11

Delivery point barcode

deﬁ nition 7-3

Design View mode

illustrated 4-17, 4-18

Index

I-4 PB FIRST Software User Guide SV60807 Rev. H

Desktop icon

initial setup for each PB FIRST job 2-2

PB FIRST

illustrated 2-3

DI350 Inserting System

OMR support 4-8, 4-21

DI400 Inserting System

OMR support 4-8, 4-21

DI500/DI600 Inserting System

OMR support 4-21

DI800 Inserting System

OMR support 4-8, 4-21

ProPack barcode support 4-8

DI900/DI950 Inserting System

Barcode support 4-8

OMR support 4-21

Discount

postal/presort 2-15

minimum postal coded required 3-12

overcount items don't qualify 2-15

DocuMatch DC115

JOB ﬁ le (.JOB ﬁ le)

locating and selecting the path 2-9

DPBC

deﬁ nition 7-3

Duplex printing 4-12

deﬁ nition 7-3

with grouping 4-12

Encryption

encrypting a signature 5-16

storing the output ﬁ le in a secure location

5-17

Encrypt Signature dialog box

illustrated 5-17

Ending Seq ﬁ eld

printing selected pieces 3-16

Envelopes

printing envelopes only 4-13

Envelope printer support

brief description of this feature 1-4

detailed description 4-13

Error-coded pieces

sorting to the end of the list 4-27

Error code

deﬁ nition 7-3

FastPac™ Inserting System DI400......

See DI400 Inserting System

FastPac™ Inserting System DI500/DI600......

See DI500/DI600 Inserting System

FastPac™ Inserting System DI800......

See DI800 Inserting System

FastPac™ Inserting System DI900/DI950......

See DI900/DI950 Inserting System

File

data ﬁ le importing 4-11

input ﬁ le type

selecting in Advanced User Setup 2-9

Finding

a speciﬁ c record or range of records 3-15

Forms

preprinted

creating with PB FIRST 1-4

ForwardTrak Net......See VeriMove Net

Getting help 1-11

Graphic image

inserting into a report 4-15

must not be in imported ﬁ le 1-10

Grouping

beneﬁ t of grouping documents 1-3

deﬁ nition 7-3

description 4-14

overcount group splitting 4-22, 7-5

with duplex printing 4-14

Help

getting help for PB FIRST 1-11

Hierarchical user security

for check printing 5-5

Index

I-5

SV60807 Rev. H PB FIRST Software User Guide

Icon

initial setup of PB FIRST desktop icons 2-2

Image

inserting a graphic image into a report 4-15

Importing

and archiving 4-7

before you begin 3-2

data ﬁ le importing 4-11

enabling 4-11

deﬁ nition 7-3

monitoring import progress 3-2

PDF ﬁ les 4-24

processing options after importing 3-3

type of input ﬁ le: text or data 4-11

Input

ﬁ le

how to import 3-2

locating and selecting the path 2-9

must not contain graphics 1-10

specifying type (text or data) 4-11

type

selecting in Advance User Setup 2-9

Inserting

a graphic image in a report 4-15

text into a report 4-18

Installation of PB FIRST 2-2

Internal mail

separating to the end of the mail job 4-27

International mail

separating to the end of the mail job 4-27

Internet

Pitney Bowes web site 1-11

Job

about printing a PB FIRST job 2-15

basic steps of a PB FIRST job 2-14

initial setup of your PB FIRST jobs 2-2

job splitting among multiple printers 4-19

from any printing point in PB FIRST 4-20

last settings remembered 4-20

modifying a job prior to importing 2-8

overview of a PB FIRST job 2-14

type

selecting job type in Advanced User

Setup 2-9

specifying Text or Data in Advanced User

Setup 4-11

JOB ﬁ le (.JOB ﬁ le) for DocuMatch

deﬁ nition 7-3

locating and selecting the path 2-9

Labels

presort container labels

printing 3-9

Language

selecting for PB FIRST user interface 2-10

Launching PB FIRST 2-3

Load

balanced printing 4-19

from any printing point in PB FIRST 4-20

last settings remembered 4-20

balancing 4-19

from any printing point in PB FIRST 4-20

Load Balanced Printing dialog box 4-19

Log

Activity Log 5-8

preview, illustrated 5-8

Check Print Log

preview, illustrated 5-12

Logging on to PB FIRST 2-3

Logo

inserting a graphic image 4-15

Logon dialog box 2-3, 2-4

Mailpiece

deﬁ nition 7-3

error-coded pieces

sorting to the end of the list 4-27

printing options for selected pieces 3-16

separating internal and international mail

4-27

Mail job

about printing a PB FIRST job 2-15

basic steps of a PB FIRST job 2-14

deﬁ nition 7-3

Index

I-6 PB FIRST Software User Guide SV60807 Rev. H

initial setup of your PB FIRST mail jobs 2-2

modifying a job prior to importing 2-8

overview of a PB FIRST mail job 2-14

Main menu

deﬁ nition 7-4

options available after importing

illustrated 3-3

Manage Logs dialog box 5-9

Managing multiple checking accounts

creating a new account 5-18

editing an existing account 5-23

Managing SmartMailer changes to address-

es 4-2

MICR

deﬁ nition 7-4

toner

option to remind you to load proper toner

5-7

ordering from PB Supply Line 5-2

security 5-4

Microsoft

Ofﬁ ce 2003

PB FIRST support 1-11

supported by PB FIRST v. 11.03 1-11

Modifying

a PB FIRST job prior to importing 2-8

Multiple accounts for check printing

creating a new account 5-18

editing an existing account 5-23

Multiple data ﬁ les

in what does PB FIRST do? 1-3

Name

user name setup during installation 2-2

National Change of Address

deﬁ nition 7-4

NCOA

and VeriMove Net 4-29

deﬁ nition 7-4

Normal items

deﬁ nition 1-10, 7-4

Normal Presorted items

printing 3-11

Normal Presorted Reject items

printing 3-11

Number

record number

not always same as sequence number

3-14

sequence number

using it when printing selected pieces

3-16

OEL

deﬁ nition 7-4

Ofﬁ ceRight™ Inserting System DI350......

See DI350 Inserting System

Ofﬁ ce 2003

PB FIRST support 1-11

OMR marks

about PB FIRST support for OMR marks

4-21

advantage of generating them 4-21

deﬁ nition 7-4

OMR reader

deﬁ nition 7-4

PB FIRST support for ProPack OMR marks

4-21

set up by PBSE 4-21

Optional endorsement line

deﬁ nition 7-4

Options

available after importing 3-3

selecting options for a job prior to importing

2-8

Output ﬁ le

Positive Pay

changing the path and name 2-10

Overcount

group splitting 4-22, 7-5

chaning the page limit 4-22

disabling 4-23

items

deﬁ nition 1-10, 2-16, 7-5

do not qualify for postal discount 2-16

postal coded items

printing after postal coding 3-6

Index

I-7

SV60807 Rev. H PB FIRST Software User Guide

printing after presorting 3-10

Overcount items

description 2-16

Overview of a PB FIRST job 2-14

Page

max number of pages when duplexing 4-

Password

changing logon passwords 2-5

Checking Admin1 and Admin2 5-5

what if you forget it? 5-5

encryption password 5-16

what if you forget it? 5-16

User1 through User8 5-5

what if you forget it? 5-5

User and Advanced User

setup 2-2

what if you forget it? 2-5

PB FIRST

about printing a mail job 2-15

acronym deﬁ nition 1-2

and OMR marks 1-3

block diagram of basic steps in a job 2-14

deﬁ nition 1-2

desktop icon (shortcut) 2-2

illustrated 2-3

documentation 1-11

getting help 1-11

how does it work? 1-10

how it uses Microsoft Access 1-10

installation and initial setup 2-2

launching the program 2-3

logging on 2-3

overview of a mail job 2-14

Software User Guide 1-11

system requirements 1-10

what does it do? 1-2

what is it? 1-2

where to ﬁ nd software version information

1-12

PCL-compatible printers

tray switching 4-28

PDF

importing PDF ﬁ les 4-24

PDF-to-text conversion for importing 4-24

Phone numbers

Technical Support 1-11

Picture

inserting a graphic image 4-15

Positive Pay

deﬁ nition 7-5

how it works with PB FIRST 5-25

one bank vs. multiple accounts 5-25

output ﬁ le

changing the path and name 5-26

Pospay.csv 5-26

Postal coding

deﬁ nition 7-5

description 2-15

how to postal code a mail job 3-5

managing SmartMailer changes to ad-

dresses 4-2

possible only with SmartMailer installed

3-3

postal coding, then presorting, then printing

3-7

postal coding, then printing 3-5

reports

previewing 3-6

ZIP + 4 and Carrier Route Address Direc-

tory CD-ROM 3-5

Postal Coding Data expiration warning

what to do if it appears 2-3

Postal data CD-ROM

install most recent before postal coding 3-5

Postal discount

minimum postal coded required 3-12

overcount items don't qualify 2-15

relation to presorting 2-15

POSTNET

barcode

don't cover when inserting a graphic im-

age 4-15, 4-18

deﬁ nition 7-5

Preprinted forms

creating with PB FIRST 1-4

Index

I-8 PB FIRST Software User Guide SV60807 Rev. H

Presort

container labels

printing 3-9

discount

minimum postal coded required 3-12

Presort Finished dialog box

illustrated 3-8

Presort Progress window

illustrated 3-8

presort reject items

deﬁ nition 2-16

Presort Reports window

illustrated 3-9

Presort Results dialog box 4-26

enabling 4-26

presort results display option 4-26

enabling 4-26

rejects

printing with mail job rather than sepa-

rately 4-25

results in dialog box

illustrated 3-8

Presorting

deﬁ nition 7-5

description 2-15

minimum postal coded required 3-12

possible only with SmartMailer installed

3-3

printing presort container labels 3-9

Presort rejects

description 2-16

Printer

envelope printer support 4-13

job splitting among multiple printers 4-19

Printing

Activity Log 5-9

and archiving 4-7

a postal coded mail job 3-6

both sides of a sheet of paper 4-12

checks

before you begin the job 5-4

managing multiple accounts 5-18

option to remind user to load correct toner

5-7

option to remind you to load proper toner

5-7

Positive Pay output ﬁ le 5-25

running the job 5-4

signature 5-16

Check Print Log 5-13

duplex 4-12

envelopes only 4-13

from multiple trays on the same printer 4-

job splitting among multiple printers 4-19

now available from any printing point 4-

job splitting amountg multiple printers

from any printing point in PB FIRST 4-20

load balanced printing 4-19

from any printing point in PB FIRST 4-20

Load balancing

now available from any printing point 4-

multiple mail items from Browse Addresses

dialog b 3-17

Normal Presorted items 3-11

Normal Presorted Reject items 3-11

OMR marks

advantage of generating them 4-21

one mail item from Browse Addresses

window 3-17

options if cannot postal code 2-15

options if SmartMailer not installed 2-15

Overcount postal coded items

after postal coding 3-6

after presorting 3-10

PB FIRST job

general description 2-15

postal coding, then printing 3-5

presort container labels 3-9

selected pieces

table of options 3-16

tray switching on the same printer 4-28

without postal coding or presorting 3-4

Print Selected Pieces button 3-16

Privileges

Checking Admin1, Checking Admin2 5-5

initial setup of user privileges 2-2

User1 through User8 (check printing) 5-5

Production Package......See ProPack

Index

I-9

SV60807 Rev. H PB FIRST Software User Guide

ProPack

barcode

PB FIRST support 4-8

PB FIRST support for ProPack OMR marks

4-21

Purge Activity Log dialog box 5-11

Purge Check Print Log dialog box 5-15

Record

ﬁ nding a speciﬁ c record or range of records

3-15

Record number

not always same as sequence number 3-

Relaxation mode postal coding 4-2

Release

where to ﬁ nd PB FIRST software version

info 1-12

Remittance advice

description 5-2

Reports

creating and modifying Access reports with

PB FIRS 1-4

Design View mode

illustrated 4-17, 4-18

Requirements for PB FIRST 1-10

Scan map (labels)

deﬁ nition 7-6

Searching

for a speciﬁ c record or range of records

3-15

Security

encrypted signature

storing the output ﬁ le 5-17

MICR toner

storing in a secure location 5-4

user access levels

check printing 5-5

Selected pieces

printing

table of options 3-16

Sequence number

deﬁ nition 7-6

using it when printing selected pieces 3-16

Setup

initial setup of PB FIRST 2-2

of archiving 4-6

Shortcut

desktop icon for PB FIRST jobs

illustrated 2-3

initial setup of desktop icons for PB FIRST

jobs 2-2

Signature

encrypted signature

storing in a secure location 5-17

Simplex printing

deﬁ nition 7-6

SmartMailer

Address Change Management 4-2

documentation 1-11

options if not installed 2-15

relaxation mode postal coding 4-2

required for postal coding 2-15

required for presorting 2-15

ZIP + 4 and Carrier Route Address Direc-

tory CD-ROM 3-5

SmartMailer-CASS Postal Coding Status

window

illustrated 3-5

Software

where to ﬁ nd PB FIRST version information

1-12

Splitting

overcount group splitting 4-22, 7-5

Starting Seq ﬁ eld

printing selected pieces 3-16

System requirements for PB FIRST 1-10

Text

inserting into a report 4-18

Text ﬁ le

specifying this ﬁ le type in Advanced User

Setup 4-11

Index

I-10 PB FIRST Software User Guide SV60807 Rev. H

Toner

MICR toner

option to remind you to load proper toner

5-7

Tray

switching

on DocuMatch 4-28

with load balanced printing 4-28

Uncoded items

deﬁ nition 7-6

User

access levels 2-2

additional levels for check printing 5-5

set up during installation 2-2

name

set up during installation 2-2

privileges and passwords 2-2

security

for check printing 5-5

User1 through User8

privileges 5-5

User and Group Accounts dialog box 2-5

User Privileges dialog box 5-6

VeriMove Net

deﬁ nition 7-3

description 4-29

how to apply for this service 4-29

Version

where to ﬁ nd PB FIRST software version

info 1-12

Web site

Pitney Bowes 1-11

ZIP + 4 and Carrier Route Address Directory

CD-ROM

install most recent before postal coding 3-5

User Guide

US English Version

For Service or Supplies

1 Elmcroft Road

Stamford, Connecticut 06926-0700

www.pb.com

Printed in the USA

Printed on recyclable paper

PBFIRST™

Software Application

PB Form SV60807 Rev. H 4/05

*sv60807revH*