Select the template and the agent.

This is Step 1 in Creating an order in XpressDocs for the Agent Mailer Program.

---

Select the right template for this order based on the original request.

First, choose the “Upload Your Own” option.

Second, choose the print layout option.

Third, choose the size option.

If you are looking for a mailer template to send to an address list, select the “Mailing” version. This will allow you to select a mailing list later in this process.

If you are looking for a mailer template to send in bulk to one location, select the “Ship Only” version. This will send the order to one address location.

Select the agent that you will place the order for.

Once you have chosen the right size option, click on the green Customize button in the bottom right corner.

This will bring up a window to select the agent you will place the order for.

---

Next Steps

Next, we’ll go through the order process and generate a PDF proof.