What is Directory Monitor?

Introduction

Directory Monitor is a powerful desktop application within the Click2Mail ecosystem, designed to automate mailing workflows by monitoring designated folders on your computer. As part of the MailJack+ integration platform, Directory Monitor handles seamless mailpiece uploads and processing. Additionally, it includes tools like Quick2Mail, which provide standalone functionality outside the MailJack+ framework, ensuring flexibility for a variety of user needs.

Key Features

1. Desktop Integration

   • Directory Monitor resides on the client’s computer as a locally installed application.

   • It monitors specified folders for new files, ensuring privacy and control over data.

2. Automated Processing

   • Automatically processes PDF files added to monitored folders for mailing through Click2Mail.

   • Eliminates the need for manual uploads, saving time and reducing errors.

3. Seamless Integration

   • Links directly to your Click2Mail account for streamlined mailpiece creation and submission.

   • Utilizes the MailJack+ platform for efficient mail handling and data validation.

4. Template Utilization

   • Allows the creation and reuse of templates for consistent and professional mailpieces.

   • Templates ensure your mailings meet Click2Mail’s formatting and layout requirements.

5. Quick2Mail Functionality

   • Includes Quick2Mail, a versatile tool within Directory Monitor that operates independently of MailJack+.

   • Provides added flexibility for users who need non-automated, on-demand mailing options.

Benefits of Using Directory Monitor

1. Efficiency

   • Automates repetitive tasks, reducing the time required to manage mailings.

   • Processes and submits mailpieces in real-time, enabling faster turnaround.

2. Consistency

   • Ensures all mailpieces follow the same format using reusable templates.

3. Scalability

   • Handles both small-scale and high-volume mailings seamlessly.

   • Ideal for recurring tasks like invoices, legal notices, and newsletters.

4. Flexibility

   • Supports both automated workflows via MailJack+ and standalone tools like Quick2Mail.

How to Get Started

Step 1: Download Directory Monitor

• Download the application from the official Click2Mail website: Directory Monitor Download.

Step 2: Install and Log In

• Install Directory Monitor on your computer.

• Open the application and log in using your Click2Mail credentials.

Step 3: Configure a Monitored Folder

• Choose a folder on your computer for Directory Monitor to observe.

• Any new PDF files placed in this folder will be automatically processed for mailing.

Step 4: Create and Apply Templates

• Design mail templates in your Click2Mail account.

• Templates define the layout, mailing preferences, and personalization options.

Step 5: Start Monitoring

• Launch Directory Monitor and let it run in the background.

• Place PDFs in the monitored folder, and Directory Monitor will handle the rest.

Notes and Best Practices

1. Local Installation

   • Directory Monitor operates as a local application on your computer, ensuring secure, client-side data processing.

2. Use Templates for Consistency

   • Pre-configure templates in your Click2Mail account for commonly used mail types, such as invoices or reminders.

3. Test Mode

   • Utilize the Test Mode feature to validate your setup before processing live mail pieces.

4. Monitor Logs

   • Use the logs within Directory Monitor to track processed files and troubleshoot errors.

5. Shared Network Installations

   • If installing Directory Monitor on a shared network or configuring it to monitor shared directories, consult your network administrator to ensure you have the correct permissions and access rights.

Related Resources

• Demo: Add a Monitor to Directory Monitor

• Log In and Link Account to Directory Monitor

Conclusion

Directory Monitor is a versatile tool within the Click2Mail ecosystem that enables businesses to automate and streamline their mailing workflows. With its integration into the MailJack+ platform, it provides powerful automation capabilities, while tools like Quick2Mail add flexibility for standalone mailing tasks. Whether managing small or large mailings, Directory Monitor saves time, reduces errors, and enhances operational efficiency.

For more information or assistance with setup, contact Click2Mail Support at 866-665-2787 or visit our Directory Monitor Knowledge Base.