This document is confidential and proprietary. It cannot be distributed to anyone except authorized WSO users

without the written consent of FSSI.

User Guide and Manual

Phone: (714)-436-3300

Fax: (714)-436-3396

3300 S. Fairview Street

Santa Ana, CA 92704

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FSSI – Confidential and Proprietary. May not be reproduced or forwarded to any other party except authorized WSO users without written approval from FSSI. 04/27/15

Table of Contents

Contents Dashboard ..................................................................................................................................................................3

Dashboard Widgets ....................................................................................................................................................4

Statistics ..................................................................................................................................................................4

FSSI News ................................................................................................................................................................4

Work in Progress ....................................................................................................................................................5

Work Order View ....................................................................................................................................................6

Your Account Rep ...................................................................................................................................................8

Postage ...................................................................................................................................................................8

File Transfers ..........................................................................................................................................................9

Applications ......................................................................................................................................................... 10

Inventory ............................................................................................................................................................. 11

Navigation Panel ...................................................................................................................................................... 12

Dashboard ........................................................................................................................................................... 13

Approvals ............................................................................................................................................................. 13

File Transfers ....................................................................................................................................................... 17

Postage ................................................................................................................................................................ 18

Reports ................................................................................................................................................................ 21

Production Detail Report (PDR) ....................................................................................................................... 22

SLA Report ....................................................................................................................................................... 22

Postage Summary Report ................................................................................................................................ 24

Tools .................................................................................................................................................................... 25

Inventory ............................................................................................................................................................. 25

eNotify ................................................................................................................................................................. 27

UPT ...................................................................................................................................................................... 29

messageStreamOne ............................................................................................................................................. 30

letterStreamOne .................................................................................................................................................. 31

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Dashboard The Dashboard is the all-new WSO interface landing page with widget-based design. All panes are collapsible

and expandable via the arrow to the right of the widget headers. The responsive design interface is accessible

with all PCs, tablets and smart phones.

Note: Each user has custom access to each workStreamOne feature or report, so the Dashboard landing page

may look different from user to user.

Dashboard

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Dashboard Widgets The following widgets are found only on the Dashboard. There are no direct links from the Navigation Panel.

Statistics A snapshot of historical production activity for the time period selected. Click on the dates on the left in order to

change the date range. The percent change over time is for the selected time period compared to the equal date

period prior.. So, for example, if the time selected is a week, the percent change compares the selected week to

the previous week.

Statistics

FSSI News Displays FSSI related news such as newsletters, company updates, video tours and important announcements.

FSSI News

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Work in Progress Displays work order* production status in real-time. Click on Unprocessed Files to view a list of client files which

have not yet been processed by FSSI, along with their byte counts and time/date received. For the status of files

in production at FSSI, drill down to the individual job status by clicking on the chart headers. The interactive pie

chart highlights production stages. Click on the desired stage in order to view job details such as work order

number, client files processed for that work order, statement counts and image counts. Click on a specific work

order to display a detailed Work Order View.

*A work order is a unique number that is assigned to a specific job in production. It can be tracked as it moves

through the individual production departments and referenced once the job is completed.

Work In Progress

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Work Order View Throughout the WSO interface, work orders are linked to the detailed Work Order View. Select the work order

of interest in order to drill down into the work order Summary, Count Report, Postage used, and History.

Work order Summary shows work order details such as app code, time and date stamps for each production

status, files processed, and when the work order was completed in each of the production departments.

Work Order Summary

Work order Count Report shows all the Image and Piece Count details for client input and FSSI production

output files. Additional details are provided in the Comments section of the Count Report. For example, if the

work order is for a letterStreamOne application, the report will detail Template Usage in the Comments section.

Work Order Count Report

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Work order Postage details the output files and the postage used for each file.

Work Order Postage

Work order History displays all the work order history for its corresponding application. The Count History

Comparison chart shows the maximum, minimum, and average piece counts for the application. The specific

work order is highlighted to show where it falls between the minimum and maximum counts.

Work Order History

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Your Account Rep Displays a photo of your primary FSSI Account Representative, their name, email address, and phone number.

To email your Account Representative, click on the email address to launch your local email client.

Your Account Representative

The following widgets have direct links via the Navigation Panel. The Navigation Panel explanation starts on

page 12.

Postage Displays postage account number and Estimated Available Balance.

Postage Estimated Available Balance

Select the postage account number to drop down to a more detailed summary of Current Balance, postage used

for Jobs Not Yet Billed, postage used for Active Jobs, and Estimated Available Balance. Select the “Details…” link

to open the main Postage Report Interface.

Postage Details

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File Transfers Displays 10 of the most recent file transfers to FSSI with details including filename, byte count, and date and

time the client input file is received or other file-handling event. Click on “More…” to expand the list. Click on

“Less…” to collapse the list.

File Transfers

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Applications List of all active applications and their descriptions. Select an appcode* to view the complete history of the

individual application. Select the work order to view the Work Order Summary, Count Report, Postage and

History.

*An appcode is an FSSI assigned label that consists of a client code and three digits. The appcode identifies an

individual application (with its own set up and tracking requirements) that processes through production. For

example, ABC001 could represent statements, ABC002 notices, and ABC003 a self-mailer, all of which are

individual applications.

Applications

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Inventory Displays all active stock codes, inventory on hand, the re-order point (established by the FSSI Account

Representative), and a link to a PDF image of the stock. Select an individual stock code from the list to view a

graph showing the history of stock usage by work order. Stock receipt information is also detailed.

Inventory

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Navigation Panel The left-hand side of the Dashboard is called the “Navigation Panel” and displays direct routing to the widgets

on the dashboard and additional information such as Approvals, Management Reports, Custom Reports, eNotify

Reporting, Unique Piece Tracking, and web based tools such as messageStreamOne and letterStreamOne.

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Dashboard Click on the Dashboard icon to return to the landing page.

Approvals Click on the Approvals icon to display the appcodes that link to their corresponding PDF Approval Interface. A

blue badge with a number next to the Approvals icon represents the number of PDF sample files waiting to be

approved.

The PDF Approval Interface displays PDF sample files that are Pending or have been Rejected or Approved for

that application. The Interface is organized by Approval Status so there is a unique tab for each status –

Pending, Approved and Rejected. In addition there is a tab called “Test” which includes all development samples

and promotion tests. The “Information” tab includes files that do not require approval for production. Each

status has its own color: Files Pending Approval is blue, Files Rejected is Red, and Files Approved is green. The

files in each of the statuses detail the work order number, FSSI file name, expected mail date, work order

creation date, the status and the work order specs. To the right is a PDF icon linked to the actual PDF sample file

and a History button that displays all actions and comments made for that specific file. Type a portion of a file

name, work order number, or other detail in the search box to quickly locate a sample file of interest.

The Interface opens in the Pending tab. The first tab displayed on the PDF Approval Interface is the ALL tab,

which is a listing of all files approved, rejected and pending, including Test and Information.

Within the Pending tab, there are shortcut buttons to display all comments, (Show Comments), display all input

files (All Files), and to Show All or Hide all details (Show All, Hide All).

Pending Tab

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Select the Filename to display comments and files processed.

Comments can be entered and saved without having to change the status of the PDF sample file. The comments

can also be reviewed using the History button to the far right.

Show Comments and Show Files Shortcut Buttons

Click on the PDF icon to view the count report and sample documents to be approved.

PDF Approval Sample File

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Select the” Pending” button to display the Changing Approval Status dialogue box. Here you have the option of

Approving or Rejecting the samples, and an opportunity to write comments. There is a 5 second delay before

the action will take effect, giving the user an opportunity to retract the action.

Change Approval Status

Select the History button to display all history related to that PDF sample file including status changes,

comments, and usernames of those who made the updates.

History Button

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Select the Approved tab to show all PDF sample files that have been approved. They are highlighted in green.

Approved Tab

Select the Rejected tab to show all PDF sample files that have been rejected. They are highlighted in red.

Rejected Tab

Select the All tab to review all PDF sample files.

All Tabs

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Select the Test tab to show all development samples and promotion tests.

Select the Informational tab to show PDF sample files that do not require approval to move into production.

Test and Informational Tabs

File Transfers Click on the Approvals icon to view the File Transfers Interface.

The File Transfers Interface shows all client input files received by FSSI as well as other actions perfomed on

these files. The information details the name, time and date of the file. If a number of files are zipped together,

only the zipped file appears on this list. Select a specific date range and/or use the Search feature to quickly

locate files of interest.

File Transfers

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Postage Click on the Postage icon to view the Postage Report.

The Postage Report displays a Mail Piece Volume and Postage Trends graph along with expandable charts for

Current Postage Balance, postage used for Completed Jobs Not Yet Billed, postage used for Active Jobs, and

Estimated Available Balance. All work orders on the reports can be selected to display the Work Order View.

Postage Report

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Select the Current Postage Balance header to view the postage history of credits from postage received and

debits from postage usage.

Current Postage Balance

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Select the Completed Jobs Not Yet Billed header to view all work orders that have completed production and are

currently being reconciled in our accounting department and have not yet been invoiced.

Completed Jobs Not Yet Billed

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Select the Currently Active Jobs header to view all work orders still in mailing production.

Currently Active Jobs

Reports Click on the Reports icon to view Management Reports and custom reports.

Within Reports are icons to the 3 primary management reports: Production Detail, SLA Summary and Postage

Summary Report. All customer reports will be listed with their own individual icon.

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Production Detail Report (PDR)

The Production Detail Report (PDR) is the history of all work orders processed in production for historic and

analytical purposes. Reports are generated in real time with the detailed information populated as each work

order is processed through FSSI’s application program, then throughout the print/mail/post production

processes. Results may be exported into Excel or other format for ad-hoc reporting, forensics, reconciling or in-

depth trend analysis.

Production Detail Report

SLA Report

View SLA activity for any selected date range. Total production volumes (by Application Code) provide at-a-

glance insights into how many pieces are mailed and when. This report is also exportable in various formats

including Excel.

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The SLA Summary Report table shows the increase and decrease in volume over the selected time period.

SLA Summary Report

SLA Summary Report table shows print and mail counts by appcode and the percentage of mail pieces mailed on time, early or late.

SLA Summary Detail

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Mail Piece volume graph for a chosen time period.

Mail Piece Volume

Postage Summary Report

The Postage Summary Report displays a breakdown of all of the postage used, detailing the meter rates used for

each work order processed. This report is commonly utilized for developing usage projections and/or identifying

cost-saving opportunities.

Postage Detail Summary

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Tools Click the Tools icon to view custom developed tools for individual organizations that are separate from reports.

Applications

Click the Applications icon to display all active appcodes. Select a specific appcode to view the Applications

Interface.

The Applications interface shows the history of that application including all work orders and details. The Mailing

History graph shows mail volume for that application over a one year timeframe. (Or from when the application

was promoted into production).

Application History

Inventory Click on the Inventory icon to view the Inventory Report Interface.

The inventory Report Interface displays all active stock codes and the total quantity on hand and reorder points.

This graph is interactive; mouse over and drag to magnify smaller quantities. Each stock code is listed with its

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Description, Last Date Received, Last Quantity Received, Quantity on Hand, Reorder Point and the Facility where

the stock is stored. The individual stock codes can be selected to show the stock usage. Next to the stock code

is a thumbnail PDF that links to a scanned image of the stock.

Inventory Report

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eNotify Click on the eNotify icon to view the email eNotification Report. The eNotify icon will only be available if the

account utilizes eStatements.

The eNotification report displays the Delivery Summary, Processed and Delivered, as well as Exceptions for the

selected time period.

eNotification Report

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Select the Report tab to view detailed work orders and delivery summaries. Select the linked numbers under the

exception headers Bounced, Dropped, Spam Reported, and Unsubscribed to show all recipients that did not get

delivered to.

eNotification Report Details

Click the CSV button to export the exception recipients. This can be used to follow up with the individual

recipients.

eNotification Exception Details

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UPT Click on the UPT icon to review the Unique Piece Tracking Report. If an application has UPT Tracking and

Reporting, this report will be available.

Search by work order, app code, account number, mailing dates, or a combination to retrieve individual piece

tracking data.

UPT uses a combination of internal database updates and the Intelligent Mail Barcode (IMB) to track each

unique mail piece through the FSSI production steps to the post office of destination. Results are displayed with

a partially masked account number, production status, pull code, IMB tracking number and the first and last

USPS scan location and date. There is also a PDF representation of the print piece if ePresentment services are

being utilized.

UPT Report

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UPT Details chart shows individual recipients information such as name and address, partially masked account

number, IMB tracking number, USPS Scans, and PDF icon of the actual mail piece sent.

UPT Details

messageStreamOne Click on the messageStreamOne icon to launch the MSO online portal. The MSO icon will only be available if the

account utilizes MSO.

MSO Online Portal

messageStreamOne Online Portal

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letterStreamOne Click on the letterStreamOne icon to launch the LSO online portal. If there is more than one portal, the portal

names will expand below the icon. Select the appropriate one to launch that portal. The LSO icon will only be

available if the account utilizes LSO.

letterStreamOne Online Portal