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A good user manual
The rules should oblige the seller to give the purchaser an operating instrucion of Pitney Bowes DM525, along with an item. The lack of an instruction or false information given to customer shall constitute grounds to apply for a complaint because of nonconformity of goods with the contract. In accordance with the law, a customer can receive an instruction in non-paper form; lately graphic and electronic forms of the manuals, as well as instructional videos have been majorly used. A necessary precondition for this is the unmistakable, legible character of an instruction.
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First and foremost, an user manual of Pitney Bowes DM525 should contain:
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Usually it results from the lack of time and certainty about functionalities of purchased items. Unfortunately, networking and start-up of Pitney Bowes DM525 alone are not enough. An instruction contains a number of clues concerning respective functionalities, safety rules, maintenance methods (what means should be used), eventual defects of Pitney Bowes DM525, and methods of problem resolution. Eventually, when one still can't find the answer to his problems, he will be directed to the Pitney Bowes service. Lately animated manuals and instructional videos are quite popular among customers. These kinds of user manuals are effective; they assure that a customer will familiarize himself with the whole material, and won't skip complicated, technical information of Pitney Bowes DM525.
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Table of contents for the manual
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DM525™ and DM575™ Series Digit al Mailing System DM525™ Series Mailing System DM575™ Series Mailing System Shown with Weigh-On -The-W ay® Operator Guide US English V ersion SV62201 Rev. C[...]
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SV62201 Rev . C ©2009 Pitney Bowes Inc. All rights reserved. This book may not be reproduced in wh ole or in part in an y fashion or stored in a retrieval system of any type or transmitted by any means, electronically or mechanically , wit hout the express, written permission of Pitney Bowe s. We have ma de every reasonable ef fort to ensure t he [...]
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Alerting Messages V arious messages are used througho ut this guide to alert you to potentially hazardous or erro r caus - ing conditions. These messages are as follows: FCC Compliance This equipment has b een tested and found to comply with the limit s for a Class A digital device, pur - suant to part 15 of the FCC rules. These limits are designed[...]
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FCC Compliance of Modem This equipment complies with Part 68 of the FCC rules and the requirement s adopted by the ACT A. On the bottom of the IntelliLink® Control Center is a label that cont ains, among other information, a product identifier in the format US:AAAEQ##TXXXX. If requested, this numb er must be provided to the telephone comp any . Th[...]
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T able of Contents SV62201 Rev. C Pitney Bowes Contact List Chapter 1 - Read this First Chapter 2 - Meet the DM Se ries™ Digit al Mailing System Chapter 3 - Mail in a Minute Chapter 4 - Running Mail Chapter 5 - Mailing System Setup Chapter 6 - Adding Postage Chapter 7 - INVIEW™ Accounting Chapter 8 - Reports Chapter 9 - Maintaining and Updating[...]
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Pitney Bowes Contact Information List PB Web Sites • For frequently asked questions, go to: http://www .pb.com • T o place requests for service or training, go to: http://www .pb.com and click on My Account . • T o orde r PB supplies and accessories, go to: http://www .pb.com and click on Online S tore . • T o view and pay invoices online, [...]
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1 • Read This First SV62201 Rev. C Contents What’s in this Guide ............................................... .............................. 1-2 Other Information ........................................ ........... .......... ........... ......... 1-2 What Y ou Need to Know ............................. .....................................[...]
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1 • Read This First 1 - 2 SV62201 Rev. C What’ s in this Guide Chapter 1 - Read this First cont ains important information about USPS requirements a nd equipment and telephone safe ty precautions. Chapter 2 - Meet the DM525™ and DM575™ Digit al Mailing System gives an overview of the mailing system and the location of each control and machi[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 1- 3 What Y ou Need to Know Since your post age meter (Postal Security Device) is licensed by t he United S tates Postal Service (USPS), you must follow a few basic require - ments. USPS Requirements • Mail must have the correct date and p ostage amount in the [...]
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1 • Read This First 1 - 4 SV62201 Rev. C • When removing jammed material, avoid usin g too much force to pre - vent personal injury and damag ing equipment. • T o prevent overhea ting do not cover system vent openings. • When lifting covers, wait for all p arts to stop moving before placing hands near feeder p ath or printer . • Do not re[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 1- 5 The IntelliLink® Control Center and it s built-in post age meter (Postal Secu - rity Device) connect directly to analog t elephone lines. For your protection we urge you to follow basic safety p recautions to reduce the risk of fire, electric shock and injury t[...]
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1 • Read This First 1 - 6 SV62201 Rev. C Y our DM Series™ Digital Mailing System is design ed to remain powered on at all times. This is ne cessary so that the printer st ation can perform the required maintenance it needs to maintain peak p erformance. Y our DM Series™ System has a power switch (for the loca tion, refer to Chapter 2 , p age [...]
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2 • Meet the DM525™ and DM575™ Series Digitial Mailing System SV62201 Rev. C Contents Introducing the DM Series™ Mailing System ....................................... 2-2 Features and Benefit s ............................................ .............................. 2-2 Parts of the Mailing System .......................................[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 2 SV62201 Rev. C Introducing the DM Series™ Mailing System The DM Series ™ Digitial Mailing System is an easy-to -use digital mailing system you can tailor to satisfy the unique requirement s of your organiza - tion. This system: • Automatically feeds a stack of mail. [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201Rev. C 2 - 3 Accounting and Reporting INVIEW™ Accounting The INVIEW™ accounting and reporting feature allo ws you to store post - age costs for 1 00 accounts, or you can purchase an option to store 300 accounts. Y ou can run reports on single or multip le accounts an d l[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 4 SV62201 Rev. C Part s of the Mailing System This section describes the part s of your DM52 5™ and DM575™ Series System and includes: • The Mailing System Exterior , including the W eigh-On-The-W ay® (WOW®) Module • The Mailing System Interior • The IntelliLink® Co[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201Rev. C 2 - 5 The DM525™ and DM575™ Seri es Digital Mailing System 1 4 2 5 9 8 7 6 11 12 13 10 3 Mailing S ystem with Op ti onal WOW™ Module[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 6 SV62201 Rev. C Connectors on the Back of the Mailing System Base USB Ports - Four USB port s are located on the back, lower right side of the machine. These provide communications with external devices like a printer , an external scale, optional power st acker or a PC. If you[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201Rev. C 2 - 7 Mailing System Interior Interior of the Mailing Syst em (Under the Front Cover) Thickness Adjustment Kno b - Use this to adjust for the thicknesses of the envelopes. Y ou do not have to lift the cover to adjust th e knob. For thicker pieces of mail (3/8” to 5/[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 8 SV62201 Rev. C Interior of the Mailing Sy stem with Optional WOW® (Under the WOW® Cover) WOW® T ransport Jam Release Lever - Pull this to clear jams on the transport deck. Pressure-Sensitive Post age T ape - In the DM Series™ system with optional WOW® module, the pre[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201Rev. C 2 - 9 The IntelliLink® Control Center This section describes all of the functi on keys on the In telliLink Control Center , the control center Main Screen, and the con nectors on the back of the control center used to co nnect it to the AC adapter and to an analog ph[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 10 SV62201 Rev. C Star t K e y - Begins processing mail with the options you have selected. T ape Key - Allows you to print postage tapes for p ackages or pieces of mail that are outside the limit s specified for mailing materi - als. See Specifications in Appendix C of this gui[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201Rev. C 2 - 11 The Main Screen The content of the main screen dep ends upon the current mode of the machine. Main screens are the only screens that cont ain a meter stamp replica area and a main st atus area. The main screen enters a sleep mode af ter a cert ain period of ina[...]
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2 • Meet the DM525™ and DM575™ Digital Series Mailing System 2 - 12 SV62201 Rev. C Connectors on the Back of the IntelliLink® Control Center • Analog Phone Line Connector - The term analog phone line re fers to a RJ1 1C or RJ1 1W compatible (single line) telephone wall plug typically used for a residential phone or facsimile hookup. I f yo[...]
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3 • Mail in a Minute SV62201 Rev. C Contents Mail in a Minute ................................................................ .................... 3-2 Preparing Y our Mail ..................................................................... ......... 3-2 Running the Mail ......................................... ........... .......... .........[...]
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3 • Mail in a Minute 3-2 SV62201 Rev. C Mail in a Minute This chapter explains how to use the “Key In Posta ge” mod e. It’ s the quick - est and easiest way to run a piece of mail or print a post age tape. For instructions on other available modes for runnin g your mail, refer to Determining the Correct Post age Mode section in Chapter 4 in[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 3-3 4. Place the st ack of mail on the feed deck shown in the picture belo w . • Place the envelopes with the flap s down and against the rear wall. • Make sure the envelopes are pushed f ar enough so that they cover the feed sensor on the rear wall. 5. Adjust th[...]
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3 • Mail in a Minute 3-4 SV62201 Rev. C Printing Post age T apes Print postage t apes for: • Packages • Onion skin/airmail type envelopes • T yvek® envelopes • Envelopes that are thicker than 5/8” • Any pieces of mail that are out side the limit s specified for mailing mate - rials - see Specifications, Mailing Materials in Chapter 1[...]
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4 • Running Mail SV62201 Rev. C Navigating Hints .............................................................. ........... ......... 4-2 Applying Postage and Running Mail .................................................... 4-3 Determining the Correct Post age Mode ............................................... 4-4 Preparing Y our Mail ........[...]
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4 • Running Mail 4-2 SV62201 Rev. C Navigating Hint s • The maximum numbe r of options displayed is 5. T o view more options, press the down arrow key . • Y ou can select a numbered option either by pressing th e screen key next to the option, or by pressing the corresponding number on the key - board and then pressing the Enter key . • T o[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-3 Applying Post age and Running Mail T o apply postage a nd run mail on the DM525™ and DM575™ Series Sys - tem, follow the procedures listed here. Y ou must follow procedures 1 and 2 before yo u run mail through the sys - tem and apply postage. If you are using[...]
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4 • Running Mail 4-4 SV62201 Rev. C Determining the Correct Post age Mode Feeding Mail or Printing T ape? 1. If your mail requires no applicatio n of post age, see Chart C on the fol - lowing page to choose your mode. 2. If your mail requires postage , you must determine if you can print directly on your mail. Y ou can feed mail if your pieces of[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-5 Chart B - Post age T ape Mode If: Then use this mode: Y ou know the amount of post age needed for your piece of mail. Key In Postage Y ou do not know the weight of yo ur piece of mail. Attached Scale Y ou have se ver a l piece s of mail an d do not know their pos[...]
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4 • Running Mail 4-6 SV62201 Rev. C Prep aring Yo u r M a i l If you intend to run pieces of mail through your system, read About Run- ning Mail below . If you are going to print post age t apes, read About Print - ing Postage T apes in this section. Then, proceed to instructions for selecting the mode and running the job. Refer to Chapter 12, Sp[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-7 5. Adjust the thickness adjustment knob to adjust for envelope thickness. For thicker pieces of mail (3/8” to 5/8”), or mail containing several insert s, use the thick mail setting. For mail containin g only single inserts, or for postcards, use the normal ma[...]
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4 • Running Mail 4-8 SV62201 Rev. C Ti ps on Feeding Mail • Presealed Envelopes: If you are using p resealed envelopes, make sure you press the Seal key on the IntelliLink® Control Center and select Sealer off or the envelopes will jam. • Pieces of mail that are 5/8" thick: If you are running pieces of mail that are each 5/8” thick, y[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-9 About Printing Postage T apes Print postag e tapes for: • Packages • Onion skin/airmail type envelopes • T yvek® envelopes • Envelopes that are thicker than 5/8” • Any pieces of mail that are out side the limit s specified for mailing mate - rials - [...]
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4 • Running Mail 4-10 SV62201 Rev. C Selecting the Post age Mode and Running the Mail Once you decide the appropriate mode for running your mail job, you select the mode on your mailing system. T o access the modes, press the Mode key on the Intel - liLink® Control Center . The names of the modes a s they appear on the screen are shown in th e m[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-11 Mode Selection: Key in Postage Use this mode if you know what the correct amount of post age is for your mail and you intend to apply this p ostage to each piece. 1. Press the Mode key . 2. Select Key In Post age . 3. Key in the correct post age value using the [...]
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4 • Running Mail 4-12 SV62201 Rev. C Mode Selection: Weigh First Piece This feature is avail able only on systems that have the o ptional Weigh- On-The-W ay® (WOW®) module in stalled. In this mode, the machine weighs t he first mail piece and processes the remaining mail at the same post age rate. T o run mail in this mode: 1. Press the Mod[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-13 6. Place the mail on the scale. • If you have previously selected a class, the system displays th e fol - lowing prompt at the top of th e screen: Print tape s automatically On or Off. - If yo u select On , then whe n you remove each piece of mail, the system [...]
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4 • Running Mail 4-14 SV62201 Rev. C Mode Selection: Attached Scale Use this option If the AutoScale feature is set to Of f see Set Up Scales/ Rates: AutoScale in Chapter 5 in this guide. 1. Press the Mode key . 2. Select Att ached Scale . The “Att ached Scale Mode” screen appears. 3. Place the piece of mail on the scale. 4. If the class disp[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-15 Mode Selection: T i me and Date S tamping T ime Date S tamping mode allows yo u to print the current time and date, along with the word “Received” on incoming mail. The time and date will remain the same durin g a single transaction (whether you process a si[...]
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4 • Running Mail 4-16 SV62201 Rev. C Selecting or Deselecting an Account If you use Accounting, yo u must select an account. If you are using Budget Manager or Business Manager refer to t he operator g uide or help system provided with those applica tions. Selecting an Account Y ou can select an account manually by scrolling through th e entire l[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-17 Selecting an Account by Na me The account name search allows you to type in the account name, or p art of the account name, to narrow down your search. Follow the step s below to select an account by n ame: 1. Press the Account screen key . The Select Account sc[...]
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4 • Running Mail 4-18 SV62201 Rev. C Selecting the Class, Carrier , S pecial Services or Options Each carrier has its own se t of classes and each class has it s own set of special services. When you select a class or carrier , only those options available for that selection display in the main screen. 1. Press the Class key . A list of available[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-19 Selecting a Country If your class requires you to select another country: 1. A list of countries appears in the display . Y ou can scroll through the countries: • Using the up/down arrows; • By typing in the first few letters of the country until you get a m[...]
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4 • Running Mail 4-20 SV62201 Rev. C Selecting the Meter Stam p Options The Meter S tamp Options selection allows you to change the element s printed on your piece of mail or t ape. Y ou access the Meter S tamp options by pressing the Menu key on t he IntelliLink® Control Center and then selecting Meter St amp Options . The list of options that [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-21 Meter S tamp Options: Inscription Y ou can have a variety of inscriptions ap pear on your piece of mail. For a list of the inscriptions provided with your mailing system, refer to Chapter 1 1, Supplies and Options in this guide. T o add more inscriptions, refer [...]
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4 • Running Mail 4-22 SV62201 Rev. C Using Electronic Confirmation Services The United S tates Post Of fice (USPS) provides three types of co nfirmation services: • Delivery Confirmation - shows you when the post al carrier delivered the mail. • Signature Confirmation - shows you who signed for the mail. • Certified Mail - provides you with[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-23 Adding Services or Making Ch anges • If you already have postage on the mail and then decide you want to add a service, follow the instructions here for Adding Confirmat ion Ser - vices After Printing Post age . • If you need to add more post age to cover th[...]
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4 • Running Mail 4-24 SV62201 Rev. C 12. Press the Enter key . The “Enter another p ackage?” screen appears. Follow the screen prompt s to process more pieces of mail for confirma - tion services. Adding Confirmation Services After Printing Postage If you have already applied post age to a piece of mail and yo u now want to add a confirmation[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-25 Editing, Deleting or Sending Confirmation Services Records This procedure tells you how to edit, de lete or send confirmation services records once you have entered them into your syste m. Y our system can store up to 100 of your barcod e records before sending [...]
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4 • Running Mail 4-26 SV62201 Rev. C Inst allation/Setup 1. V erify that services are enabled: a. Press Existing Features . b. Press Confirmation Services . c. V erify that the services are enabled. The list of services that appears may look like the sample shown at the right. 2. If you have not already done so, enter the Customer D at a U niver [...]
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Page 59
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-27 Setup Options 1. Press the Menu button. 2. Select Confirmation Services . 3. Select the right arrow to go to Set Up CFM Svcs . Y ou are now in the Cfm Svcs Setup Screen. Each o ption is explained below . • Apply Label Prompt - If this option is on, the system [...]
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4 • Running Mail 4-28 SV62201 Rev. C 5. Enter the USPS tracking barcode number . 6. Apply the barcode: a. Apply the 22-digit barcode label to your mail pie ce if it is not already pre-printed on the mail p iece. b. Press Enter . (This step is not required if the system is set t o auto- enter .) 7. Print postage: •P r e s s Star t to print the p[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-29 Using ERR with a Customer Reference Number The Pitney Bowes solution for Electronic Retur n Receipt (ERR) may include the option to use a Reference Number that can tie the USPS T rack - ing Number to an internal t racking number your organization a ssigns to[...]
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4 • Running Mail 4-30 SV62201 Rev. C b. Press Enter . (This step is not required if the system is set t o auto- enter . 7. Enter the customer reference number . a. Scan or manually type your ow n unique ref erence number for this mail piece. This can be a Client Number , Summons Number , Policy or Claim Number , or Invoice Number . Y ou will not [...]
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Page 63
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 4-31 Adding Post age or Changing the Date If you do not have the correct postage or date on a piece of mail, you can add more post age or change the date dire ctly on a piece of ma il. If you p re - fer , you can print the corrections on at a t ape instead and then a[...]
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4 • Running Mail 4-32 SV62201 Rev. C T o change the date: 1. If you are printing the date corre ction on an envelope and if the enve - lope is sealed, press the Seal key and select Sealer Of f. If you a re print - ing on a ta pe, go to step 3. 2. T urn the piece of mail around 180 degrees so that the meter stamp is in the lower left corn er as sh[...]
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5 • Mailing System Setup SV62201 Rev. C Contents Navigating Hints ............................................................... .................... 5-2 Overview of Mailing System Se t Up ..................................................... 5-3 Setting the Display Language .......... .................................................... 5-4 Adj[...]
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Page 66
5 • Mailing System Setup 5-2 SV62201 Rev. C Navigating Hint s • The maximum numbe r of options displayed is 5. T o view more options, press the down arrow key . • Y ou can select a numbered option either by pressing th e screen key next to the option, or by pressing the corresponding number on the key - board and then pressing the Enter key .[...]
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Page 67
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-3 Overview of Mailing System Set Up Follow the other procedures listed here as need ed. For details on e ach procedure, refer to the se ction number listed here. Set the Display Language. Adjusting the Display Contrast and V olume Control. Setting the Date and T im[...]
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5 • Mailing System Setup 5-4 SV62201 Rev. C Setting the Display Language Depending on the model of your mailin g system, you may be able to set the display to any of th e following languages: • English • Espan ol •F r a n c a i s T o change the language of the display: 1. Press the Menu key . 2. Select Set Up , or press 1 and the Enter key [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-5 Setting the Date and Ti m e o f D a y If your mail is picked u p at a certain time each day , you can set your system to advance the date at the mail pickup time. If you enter an invalid time or date, the system beeps and the screen dis - plays the message: “In[...]
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5 • Mailing System Setup 5-6 SV62201 Rev. C Setting Up a Supervisor Password Y ou can limit access to the following operations by crea ting a supervisor pas sw o rd . • Adding Postage (Refill) • Clearing Batch Information (the number of pieces of mail your system processes) • Setting up Scale/Rates • Accounting Set Up Whenever you perform[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-7 Setting Up the Scale and Selecting Rates Y ou can use this section to set up how your scale works with your system. For example, the Attac hed Scale option allows you to set your sca le to accommo - date for environment s subject to vibrations. The Class if new P[...]
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5 • Mailing System Setup 5-8 SV62201 Rev. C Scale/Rates: WOW® Weight Limit Y ou can set the WOW® weight limit to preve nt the system from printing postage on pieces of mail that exceed a set weight. 1. Press the Menu key on the control center and select Set Up . Press the down arrow key and select Scale/Rates . 2. Select WOW Weight Li mit .[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-9 Scale/Rates: Dif f Weigh T rip Weight Use this option to set the minimum wei ght that a piece of mail must weigh in order to use the dif ferential weig hing mode to print postage on a tape or on a piece of mail. For more information on differential weighing , ref[...]
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5 • Mailing System Setup 5-10 SV62201 Rev. C Scale/Rates: Destination if New Piece Use this option to set the system to clear the de stination ZIP or Zone code for each piece of mail weighed, or to ke ep the last class used. Press the Menu key on the control center and select Set Up . Press the down arrow key and sel ect Scale/Rates . 1. Select D[...]
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Page 75
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-11 Scale/Rates: BMC Intra ZIP Use this option to edit a group of pred efined zip code ranges, or crea te a new group of ZIP Codes, within a Bulk Mailing Center (BMC). 1. Press the Menu key on the control center and select Set Up . Press the down arrow key and selec[...]
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5 • Mailing System Setup 5-12 SV62201 Rev. C Scale/Rates: Confirm Svc Barcode Prompt This feature may be of fered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please con tact your local account representat ive to determine if this optio n is accessible on your system. When using USPS Confirmation Services [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-13 b. T o set the first weight break, use the numeric keys and en ter 0 for lb. Press the Enter key . Enter 3 for oz and press the Enter key . c. Select the appropriate class, in this example , 1st Class Auto . d. Select the appropriate subclass. In this example, s[...]
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5 • Mailing System Setup 5-14 SV62201 Rev. C e. The Select Auto Ad/Inscriptions screen ap pears: • T o add an ad, select Ads/Messages . Scroll through the list and select the appropriate option. • T o add an inscription, select Inscriptions . Scroll throug h the list and select the appropriate opt ion. •P r e s s Enter when done. The displa[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-15 Modifying a Smart Class™ with an Auto Inscription 1. Press the Menu key . 2. Select Set Up , then press the down arrow and select Scales/Rates . 3. Press the down arrow (depending o n your system you may have to press it twice) and select Smart Cl asses . 4. S[...]
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Page 80
5 • Mailing System Setup 5-16 SV62201 Rev. C Setting Up Post age By Phone® Meter Payment System This section describes how to set up Post - age By Phone® Meter Payment Syste m on your mailing system. It also includes advanced phone setup instructions for modifying individual phone connection parameters (user ID and p assword and server IP addre[...]
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Page 81
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-17 Phone/Networ k Set Up: Secondary PB # This feature may be of fered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please con tact your local account representat ive to determine if this optio n is accessible on your system.[...]
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5 • Mailing System Setup 5-18 SV62201 Rev. C Phone/Networ k Set Up: Use LAN Firewall Settings This option allows you to modify individual LAN firewall settings. 1. Press the Menu key on the control center . Select Set Up from the main screen, then select Phone/Network Se t Up . 2. Select LAN Firewall Settings . The "LAN Firewall Settings&quo[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-19 Phone/Networ k Set Up: Remote PC Refill This option is available only on sy stems that have the optional Remote Refill feature installed. Use this option to turn the Remote PC Refill feature on or of f. 1. Press the Menu key on the control center . Select Set Up[...]
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5 • Mailing System Setup 5-20 SV62201 Rev. C Configuring System Ti m e o u ts This section describes how to set various system timeouts for your mailing system. 1. T o access the system timeouts, press the Menu key on the control center , and select Set Up . 2. Select Basic Settings and then Time - out s to get all of the timeout option s. The ti[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-21 T imeouts: Normal Preset Tim er The normal preset timer optio n allows you to specify how much time you want to allow the system to remain idle before it retu rns to the Normal Pre - set settings (refer to Define Preset section in this chapter for mo re informa [...]
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5 • Mailing System Setup 5-22 SV62201 Rev. C T imeouts: Tr ansaction T imeout This option is available only if your mailin g machine is connected to the AccuT rac™ Mail Accounting system. Use this option if you routinely batch your mail runs. This optio n allo ws you to specify how much time to allow the system to remain idle before it ends the[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-23 Defining Normal Preset V alues When defining the normal p reset values, the mailing system will prompt you to select a class of mail if you are using Key In Postage mode . Selecting a class will ensure your preset values are upd ated automatically when post - ag[...]
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5 • Mailing System Setup 5-24 SV62201 Rev. C Defining Custom Preset V alues When creating a custom preset, the mailing system will prompt you to select a class of mail if you are using Key In Post age mode. Selecting a class will ensure your preset values are upd ated automatically when post - age rates change. 1. Enter the values for the mail jo[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-25 S tore Advance Date in a Custom Preset This feature may be of fered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please con tact your local account representat ive to determine if this optio n is accessible on your system[...]
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5 • Mailing System Setup 5-26 SV62201 Rev. C Editing Custom Preset V alues T o edit an existing custom preset, yo u define its new values and th en over - write the old values. 1. Enter the new values for the mail job tha t correspond to the custom p re - set you want to change or edit. 2. Press the Custom Preset s key . 3. Press the right arrow [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-27 Creating Custom Messages Custom Messaging enables you to enter text at the Control Center which can print directly on envelopes as t hey p ass through the mailing system. Custom messages ca n be saved in the memory of the system, and recalled whenever appropriat[...]
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5 • Mailing System Setup 5-28 SV62201 Rev. C Post al Rules and Guidance Creating a Custom Message for the First T ime 1. Press the Menu key . 2. Select Set Up , then select T ext Entry Set Up . 3. Select Create . 4. Select a line of text to enter . T ype in the text and press Enter . 5. Repeat step 4 until all lines of text have been entered . Y [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-29 Editing a Custom Message 1. Press the Menu key . 2. Select Meter St amp Options , then select T ext Entries . 3. Press the right arrow key , the select Edit . 4. Select the appropriate custom message. 5. Select a line of text to edit. a. Press Clear to clear the[...]
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5 • Mailing System Setup 5-30 SV62201 Rev. C T aking the Meter Out of Service Call your Pitney Bowes represent ative if you need to return the post age meter (contained in the IntelliLink® Control Ce nter) to Pitney Bowes. When instructed, follow the procedure here. 1. Press the Menu key and select Set Up . 2. Select T ake Meter Out of Service .[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-31 Configuring the Optional Barcode Scanner If you have a barcode scanner att ached to your mailing system, yo u can configure it to scan: • account names, • account codes (Business Man ager only), • speed codes (INVIEW™, Budget Manager only), • Custom an[...]
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5 • Mailing System Setup 5-32 SV62201 Rev. C Setting the Default Scan Ty p e If you are using an accounting system on your ma iling system you can set up the scanner so that it knows what f ield is scanning without using a prefix code. Y our selection of Account Na me or Account Code dep ends on your accounting system. Y ou can then scan the acco[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 5-33 Adding Barcode Prefixes If you are going to scan multiple fields, you will need to create barcodes that contain a 1 or 2 digit prefix. This pre fix identifies the field you are sca n - ning. Y ou may use this if you are transferring account s from a dif ferent a[...]
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5 • Mailing System Setup 5-34 SV62201 Rev. C Combining Barcodes If you need to combine multiple barcode scans into a sing le barcode, use this setup option. For example, the typical barcode scanner can only accept a maximum of 30 characters. If you want to scan an account name that contains more than 30 characters, say 5 0 characters, you add a &[...]
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6 • Adding Postage SV62201 Rev. C Postage By Phone® Meter Payme nt System ...................................... 6-2 Y our Postage Meter ......................... .................................................... 6-2 USPS Rekey Requirements ............................................. .................... 6-3 Managing Y our Postage Funds ...[...]
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6 • Adding Postage 6-2 SV62201 Rev. C Post age By Phone® Meter Payment System Postage By Phone® Meter Payment System is a Pitney Bowes service that you use to add postage to your meter . Y ou can access the Postage By Phone® System 24 hours a day , 7 days a week through your IntelliLink® Control Center . For more information, refer to the Pos[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 6-3 Connection Alternatives - Review Y ou can connect your mailing system to the Pitney Bowes ne twork using one of four methods: • Const ant (High Spee d) Connection - using your organization’ s Local Area Network and approved connection device. • Direct Analo[...]
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6 • Adding Postage 6-4 SV62201 Rev. C Managing Y o ur Post age Funds Refer to the appropriate section listed here for checking funds an d account balances and adding post age when using the Postage By Phone® Meter Payment System. Connecting Y our Postage Mete r to a Local Area Network (LAN) - Refer to this section if you are using your organizat[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 6-5 Connecting Yo u r Post age Meter to an Analog Phone Line If you do not have access to a Local Area Network (LAN) connect ion, you can connect to the analog phone line connector o n the back of the IntelliLink® Control Center . Connecting Y our Control Center[...]
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6 • Adding Postage 6-6 SV62201 Rev. C Checking A vailable Funds in Yo u r Post age Meter If you are not sure if you have enough m oney to run mail or print t apes, you should check the amount of mo ney (funds) in your post age meter . T o check available funds in your meter: 1. Press the Funds key . The amount of funds available in your posta ge [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 6-7 Adding Post age T o add post age from your Post age By Phone® System account to your postage meter , follow these step s. 1. Press the Funds key . 2. Select Quick Refill , or Other Refill Amount . 3. If you have set up a supervisor p assword, you are pro mpted t[...]
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6 • Adding Postage 6-8 SV62201 Rev. C Recommended Funds V alues When the Post age Pass - Automated Postage Refill cap ability is enable d, your mailing system will make re commendations for both Auto Refill Amounts an d the Low Funds W arning. • The Auto Refill Amount is the dollar value of th e reset when you refill for postage. • The Low Fu[...]
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7 • INVIEW™ Accounting SV62201 Rev. C Contents Navigating Hints ............................................................... .................... 7-2 Overview of Accounting ....................................................................... 7-3 Before Y ou Begin ................................................... ........................[...]
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7 • INVIEW™ Accounting 7-2 SV62201 Rev. C Navigating Hint s • Y ou can access all of the INVIEW™Accounting features by pressing the Account s key on th e IntelliLink® Control Center . The system dis - plays the account names in the format shown here : • T o enter the INVIEW™account set up mode, press the right arrow key on the control [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-3 Overview of Accounting The information in this chapter d escribes how to set up the INVIEW™ Accounting packag e provided with y our mailing system. If you purchased the enhanced accounting p ackage, Budget Manager , or if your system is connected to an Accu[...]
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7 • INVIEW™ Accounting 7-4 SV62201 Rev. C Using the INVIEW™ Accounting Setup Procedures The following is a list of all the accoun t setup procedures. For det ails on each procedure, refer to the section number listed here. Setting Up the Mailng System for INVIEW™ Accounting. Setting Up Operators. Working with Acco unt s. Running Mail. T ran[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-5 a. T ype in the start date of your fiscal ye ar . b. Press Enter to save the date. The Accounting Periods screen reap - pears. 4. Select Number of Periods . a. Select the number periods for your fiscal year . Use the down arrow key to scroll through the list, if [...]
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7 • INVIEW™ Accounting 7-6 SV62201 Rev. C Setting Up a Global Surcharge or Discount When you select the surcharge method from the Set Up menu, you are set - ting a global surcharge , or a surcharge that applies to each transaction (or batch) processed by INVIEW™ Accoun ting, unless a batch surcharge overrides it. Y ou can apply a glo bal su r[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-7 Selecting an Accounting T ype Follow the procedure b elow to select an accounting type, or to disab le the accounting feature on your mailing system. 1. Press the Account s key . 2. Press the right arrow key to enter th e “Set up Account” screen. 3. Press the[...]
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7 • INVIEW™ Accounting 7-8 SV62201 Rev. C Tu rning INVIEW™ Account Passwords On or Off By turning passwords on, you ca n pro tect each account from unauthorized access. T o turn account passwords on or of f: 1. Press the Menu key . 2. Select Set Up , then select Accounting Set Up . 3. Use the down arrow key to scroll through the menu options,[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-9 Autoclearing Job IDs Y ou can set up the system to automatically clear Job IDs at the end of each transaction. T o autoclear Job IDs: 1. Press the Menu key . 2. Select Set Up , then Accounting Set Up . 3. Press the down arrow key twice. 4. Select Job ID Setup . 5[...]
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7 • INVIEW™ Accounting 7-10 SV62201 Rev. C Setting Up Operators This section cont ains the basic instructions necessary to set up and main - tain operato rs on your mailing system. • “Enabling Operator Passwords” • “Creating Operators” • “Enabling Operators” • “Setting Operator Auto Log Off” • “Deleting Operators” [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-11 Creating Operators Follow the steps below to cre ate a new op erator and assign a 4-digit alph a - numeric password for the operator . This operation requires that you have supervisor privileges: • If supervisor passwords are on; or • If operators have been [...]
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7 • INVIEW™ Accounting 7-12 SV62201 Rev. C Deleting Operators If there is transaction dat a associated with an operator and you delete the operator , the system does not remove the operator fro m the system until the end of the fiscal year . Instead, t he operator becomes ina ctive, and will not be able to log on to th e system. At the end of y[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-13 Wo r ki n g with INVIEW™ Account s This section contains the basic instructions necessary to set up and main - tain account s on your ma iling system. • “INVIEW™ Accounting Account S tructure” • “Creating an Account” • “Creating an Subaccount[...]
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7 • INVIEW™ Accounting 7-14 SV62201 Rev. C Creating an Account Follow the steps below to create an accou nt: 1. Press the Account s key . 2. Press the right arrow key to enter th e Set Up Accounts screen. 3. Select Create Account . 4. Select Create a New Account . The system prompt s you to enter an account name. 5. T ype in the name using the [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-15 V iewing or Editing an Account Y ou can view or edit the account name, st atus, budget amount, spendin g limit, owner information and description for all of the account s entered into INVIEW™ Accounting. 1. Press the Account s key . 2. Press the right arrow ke[...]
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7 • INVIEW™ Accounting 7-16 SV62201 Rev. C Running Mail This section describes uni que fe atures available when running mail with INVIEW™ Accounting. Refer to the Runnin g Mail chapter in this guide for complete directions on how to run mail. • “Selecting an Account in Ti me Date S tamping Mo de” • “Selecting an Account in Seal Only[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-17 Selecting an Account in Seal Only Mode Seal Only Mode allows you to seal envelopes without applying postage . If you are running INVIEW™ Accounting, and you select Se al Only Mode, you will be prompted to select an account to track the pieces against. When you[...]
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7 • INVIEW™ Accounting 7-18 SV62201 Rev. C Selecting a Job ID The Job ID field allows you to identify specific tasks within an accoun t. Assigning a Job ID to a transaction allows you to track the amount of money you spend on post age, as well as how frequently you process a given transaction. Follow the steps below to add a Job ID to a transac[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-19 8. Select Wei gh t t o enter the weight of a piece of mail. T ype in the weight and press Enter . 9. Select Job ID to assign a Job ID to the manual transaction. a. T ype in the Job ID number and press Enter ; or b. Select the Most Recent Job ID option, select th[...]
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7 • INVIEW™ Accounting 7-20 SV62201 Rev. C T ransferring Tr ansaction Data Y ou can use the transfer transaction data option to correct transactions that have been processed against with the wrong account. Follow the steps below to select the transaction you want to transf er: 1. Press the Menu key . 2. Select Set Up , Accounting Set Up , then [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-21 Setting the Condition for the Log Full Wa rning Y ou can set the “log full warning” to notify you when the transaction log is filled to a cert ain percent age. Th e defaul t setting is 90%, which means that when the transaction log is 90% full, you will rece[...]
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7 • INVIEW™ Accounting 7-22 SV62201 Rev. C Printing Tr ansaction Receipts The Receipt Printing option allows you to sele ct the action you want the system to ta ke at the end of each transactio n. Y ou can choose to print a short form receipt, to print a long form receipt, or to turn receip t printing off. Y ou must have an external (att ached)[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-23 INVIEW™ Accountin g Report s This section tells you how to view , print and create report s unique to the INVIEW™ Accounting system. With INVIEW™ Accounting, you have the ability to crea te a broad range of accounting report s. The following is a list of I[...]
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7 • INVIEW™ Accounting 7-24 SV62201 Rev. C Report Printing Queue The Report Print Queue will function with most report s, except for the Con - firmation Services reports. (A warning message will appear if you attempt to print a Confirmation Services report when th ere are reports in the queue.) If a series of report s are scheduled to print, th[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-25 Using a Report Macro to Print Report s Y ou can print report macros using an external (attached) printer if o ne is connected to your system. Follow the steps below to print a report macro: 1. Press the Report s key 2. Select Accounting Report s and th en Report[...]
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7 • INVIEW™ Accounting 7-26 SV62201 Rev. C Custom Reports Y ou can design your own report format s using the Custom Report s Report Generation feature. This tool allows you to sele ct the report format you want (summary or detailed) as well as select the fields of information you want to appear on the report. A detailed report ou tputs specific[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-27 Creating a Custom Report Follow the steps below to create a custom report. 1. Press the Report s key . 2. Select Accounting Report s , then Custom Report s . 3. Select the first A vailable option on the list. 4. Select Create Report . 5. T ype in the report name[...]
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7 • INVIEW™ Accounting 7-28 SV62201 Rev. C Deleting a Custom Report Follow the steps below to delete a custom report from the system: 1. Press the Report s key . 2. Select Accounting Report s , 3. Press the right arrow key . The Set Up Custom Re port s screen appears. 4. Select Delete Report . 5. Select the custom report you wa nt to delete. 6.[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-29 Weight Break Account/Class Report The Weight Brea k Account/Class report cont ains a summary of the pieces and postage for e ach weight break by specific account or all account s showing the carrier/class used. Weight Break Carrier/Class Report The Weight Brea k[...]
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7 • INVIEW™ Accounting 7-30 SV62201 Rev. C Weight Break Job ID/Class Report The Weight Brea k Job ID/Class report contains a summary o f the pieces and postage for e ach weight break by specific Job ID, showing the carrier and class used. Account Summary Report The Account Summary Report lists a summary of pieces, post age and sur - charges for[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-31 Quick Profile Report The Quick Profile report list s the summary of pieces, postage a nd sur - charges for all of the INVIEW™ accounts . You can view the Quick Profile reports on the In telliLink® Control Center before printing them.. Accounting Setup Report [...]
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7 • INVIEW™ Accounting 7-32 SV62201 Rev. C Account List Report The Account List report list s the account s that have been defined in the system with speed codes. Th e account s are sorted by account name, then by subaccount and subsubaccount. Account Speed Code List Report The Account Speed Code List Report lists the accounts that have been de[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 7-33 Operator List Report The Operator List report lists the o perators on the accoun ting system. This report contains the operator name, ID, status (enabled/disab led), and whether or not report printing is enabled (Y/N). Operator List Operator Name Op ID Status Re[...]
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7 • INVIEW™ Accounting 7-34 SV62201 Rev. C Resync with Host PC If you are using Business Manager accounting, the Resync with Host fea - ture removes transaction from the ma ilin g system and resets account s, operators and the Job ID 1 list with the default se ttings on the Business Manager Host PC. If necessary , you can manually resync the ac[...]
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8 • Reports SV62201 Rev. C Introduction ...................................... .................................................... 8-2 V iewing a Report ......................................................................... ......... 8-2 Printing a Report .............................. .................................................... 8-2 [...]
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8 • Reports 8-2 SV62201 Rev. C Introduction Creating a report is quick and easy on your mailing system. With the capa - bility to print out reports on roll tap e or envelopes using the in ternal mailing system printer , you can easily keep an accurate record of all your mailing activities. For some reports , you need an external or attach ed prin[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-3 Report Print Queue The Report Print Queue will function with most report s, except for the Con - firmation Services reports. (A warning message will appear if you attempt to print a Confirmation Services report when th ere are reports in the queue.) If a series o[...]
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8 • Reports 8-4 SV62201 Rev. C Multi-Account Summary Report Internal Printer V ersion The Multi-Account Summary supplies t he tot al pieces and post age for all enabled account s. Y ou can view and print the Multi-Account Summary report sort ed by account number , as well as by account name. When viewing this repo rt, press the lef t arrow key to[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-5 External Printer Ve r s i o n This version of the Multi-Account Summary can only be printed on an attached externa l printer . Account numbers are only assigned to the lowest level of the account hierarchy or tr ansaction level. Account numbers will only appear i[...]
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8 • Reports 8-6 SV62201 Rev. C Last Five Refills Report The Last Five Refills Report lists the la st five refills for any enab led account and prints the information on a single envelope or strip of t ape. The refills are displayed in chronological order . Screen Display Printed Report The Refill S tatement provides the following information : ?[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-7 USPS Confirmation Services Report (System Printer Required) The Confirmation Services Report provides det ails for Confirmation Ser - vices pieces processed and uploaded vi a IntelliLink® Control Center . It prints the information on an envelope or strip of tape[...]
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8 • Reports 8-8 SV62201 Rev. C Account List Report (External Printer Required) The Account List Report list s the nam es and numbers of all acco unts that are set up in your mailing machine. Screen Display Printed Report This report prints a list of all yo ur accounts and the account numbers. Funds Report The Funds Report gives a summary of the f[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-9 System Set Up Report The System Setup Report is a n extensive report that gives you comprehen - sive information about your tot al ma iling system. Y ou can only print the entire system set up. However , the entire report must be printed on an attached printer . [...]
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8 • Reports 8-10 SV62201 Rev. C Error Report This feature may be of fered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please con tact your local account representat ive to determine if this optio n is accessible on your system. The Error Report lists the last ten errors in chronological ord er with the mo[...]
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Page 151
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-11 Job Report This feature may be of fered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please con tact your local account representat ive to determine if this optio n is accessible on your system. The Job Report summarizes [...]
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Page 152
8 • Reports 8-12 SV62201 Rev. C Dat a Capture Report (Non-US Use Only) The Data Ca pture Short Report provides information on t he data that is transferred from the mailing system through Pitney Bowes Dat a Center to the Post Office. The Data Ca pture Report prints on an envelop e or tape. Electronic Return Receipt Report This report can be used [...]
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Page 153
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 8-13 scroll through all the rate files loaded on the system. Last Rates Downloaded Report This report displays only on the screen. Use th is report to confirm whe ther you have downloaded the newest ra te files prior to a Rate Change. Screen Display V iew Download Lo[...]
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8 • Reports 8-14 SV62201 Rev. C[...]
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9 • Maintaining and Updating SV62201 Rev. C Contents Items to Keep On Hand .................................................... .................... 9-2 Cleaning the Exterior ................................... ......................................... 9-2 T ape Maintenance .................................................. .......... ...........[...]
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9 • Maintaining and Updating 9 - 2 SV62201 Rev. C Items to Keep On Hand The following is a list of items you should keep on hand: • Ink Cartridge • T ape Roll • E-Z Seal ® Sealing Solution Refer to Chapter 1 1, Supplies and Options for details on how to order the se items. Cleaning the Exterior T o clean the outside of your mailing system,[...]
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Page 157
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 3 T ape is still on roll 1. When you see the red stripe on the tape, go to the T ape Maintenance screen: a. Press the Menu key . b. Select Maintenance . c. Select Load T ape. d. Select Unload T ape. 2. If your DM Series™ Digital Mailing System d oes not have th[...]
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9 • Maintaining and Updating 9 - 4 SV62201 Rev. C 3. Drop the new tape in so that it feeds from the bottom of the roll to the right. The protective backing on the tape sh ould be facing down. Pull about 10 inches of tape from the en d of the roll up toward the cover and then loop it down into the slot. 4. From the “Out of T ape” or “Load T [...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 5 2. Remove the cap from the bottle. 3. Add enough E-Z Seal® to bring the level up to the bottom of the fill cap. 4. Replace and tighten the cap and replace t he bottle. The nozzle should be facing down and the flat side of the bottle facing the front of th [...]
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Page 160
9 • Maintaining and Updating 9 - 6 SV62201 Rev. C Cleaning or Replacing the Moistener Brush 1. Lift the feed cover . 2. Push down on the moistener brush button. 3. Grasp the moistener brush assembly and pull it straight o ut towards you. 4. Clean the moistening brush by running the brush un der warm water . 5. If you need to clean or replace the [...]
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Page 161
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 7 Cleaning or Replacing the Wic k 1. Open the feed cover and lif t the E-Z Seal® bottle out of it s holder . 2. Remove the Moistener Brush Assembly as de scribed above in Clean - ing or Replacing the Moistener Brush procedure. 3. Place your finger in the moisten[...]
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Page 162
9 • Maintaining and Updating 9 - 8 SV62201 Rev. C 5. Remove the wick, using the metal shield t o gently pry it out of the moistener tank. 6. Drain the moistener tan k over the front of the machine into a receptacle as shown here. 7. T o clean the moistener t ank, remove the E-Z Seal® Sealing Solution supply tube and wipe out the t ank with E-Z S[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 9 9. After cleaning the wick and tank, p lace the shield on the wick, mak - ing sure that there is no gap between the shield and the surface of the wick. 10. Place the shield and wick assembly in the moistener tank and push down on the shield to push the assembly[...]
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9 • Maintaining and Updating 9 - 10 SV62201 Rev. C 12. Replace the E-Z Seal ® Sealing Solution bottle. Gently tap the top of the solution bottle.W ait for about 5 minutes and then chec k to make su re the moistener t ank is filled with the correct amount of E-Z Seal® solution. Measure the amount of solution as shown in the diagram on the right.[...]
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Page 165
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 11 c. If the tank is still not filled to the correct level, remove the moist - ener tank a nd drain it over the front of the machine, then replace the tank an d check the level again after 5 min - utes. 14. Once you verify that the moistener tank is filled to the[...]
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9 • Maintaining and Updating 9 - 12 SV62201 Rev. C Printing a T est Pattern Y ou can print a test patte rn to check the qu ality of the mete r imprint without spending any of your post age funds. T o print a test pattern: 1. From the IntelliLink® Control Center , press the Menu key . 2. Select Maintenance . 3. Select Print T est Pattern . 4. The[...]
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Page 167
DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 13 Replacing the Ink Cartridge “Low Ink - Order Ink” appears on the IntelliLink® Control Center main screen when there is only enough ink fo r approximately 10 days of mailing. Y ou can choose to ignore this warning - refer to the Con figuring Low Ink War n [...]
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9 • Maintaining and Updating 9 - 14 SV62201 Rev. C 2. Push the tab on the front of the cartridge lid. Lif t the lid up and push toward the back of the machine. 3. Remove the old ink car - tridge by lifting it stra ight up. 4. Insert the new cartridge with the g rooved s ide facing you. 5. Close the ink cartridge lid and push down until it locks i[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 15 Changing the Printhead If you have cleaned the printer nozzle and changed the print cartridge and the meter st amp is still not satisfactory , replace the printhead. Instructions for replacing the printhead are inclu ded with each replacement and are repeated [...]
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9 • Maintaining and Updating 9 - 16 SV62201 Rev. C 7. While continuing to press the printhead t ab to the left, pull the assembly for - ward as show n here. This exposes the printhead cover . 8. Grasp the printhead cover and pull as shown here. 9. Locate the stand-of f on top of the printhead shown here. Printhead cover Printhead stand-off[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 17 10. Grasp the printhead stand-of f and lif t the print - head up and out. 1 1. Discard the old printhead. 12. Locate the new print - head. Remove the orange packin g tab from the new printhead as shown here. 13. Install the new printhead in the printhead slot.[...]
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9 • Maintaining and Updating 9 - 18 SV62201 Rev. C Changing the Wiper Blade Assembly When you change the prin thead, you must also replace the wiper blade assembly . Instructions for replacing the wiper blade assembly are included with each replacement and are repeated he re for your convenience. 1. From the IntelliLink® Control Center , press t[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 9 - 19 Performing Up dates or Adding Features Y our IntelliLink® Control Center can remotely turn on feat ures or download graphic files to print on envelopes. T o activate a new feature, feature upgrade, or to download an envelope adver tisement or inscript[...]
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9 • Maintaining and Updating 9 - 20 SV62201 Rev. C[...]
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10 • T roubleshooting SV62201 Rev. C How to T roubleshoot your Mailing System ......................................... 10-2 Ink W aste Full T ray Warning ............................................ .................. 10-2 Envelope Sealing Problems ........................................................ ....... 10-3 Envelope Feeding Problems ..[...]
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10 • Troubleshooting 10-2 SV62201 Rev. C How to T roubleshoot your Mailing System This chapter contains a list of problems you may encounter while usin g your DM Series™ System. Review the problems and if you are unable to find a solut ion, call the Help Desk or you can schedule a request for service at our web site. Refer to the Pitney Bowes C[...]
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DM525™ and DM575™Series Digital Ma iling System Operating Guide SV62201 Rev. C 10-3 Envelope Sealing Problems Description Possible Causes Solution Envelope(s) not seal - ing or not sealing properly No E-Z Seal® Sealing Solution in the bottle, or bottle is placed incor - rectly . Remove the E-Z Seal® so lution bottle and refill or reposition t[...]
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10 • Troubleshooting 10-4 SV62201 Rev. C Envelope Feeding Problems Description Possible Causes Solution More than one enve - lope is feeding T oo many envelopes are on the feed deck; envelo pe s ar e no t stacked proper ly on the feed deck. Remove some of the envelope and test with a smaller stack. Slant the envelop es sligh tly to the left (shin[...]
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DM525™ and DM575™Series Digital Ma iling System Operating Guide SV62201 Rev. C 10-5 Envelope(s) getting jammed T rying to feed presealed enve - lopes with the seal mode set to Sealer On. Press the Seal key from the control center and select Sealer off . Y ou are using envelopes that have dimensions that are out side the acceptable r ange. Refer[...]
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10 • Troubleshooting 10-6 SV62201 Rev. C Envelope(s) getting jammed (continued ) Y ou are using envelopes that have dimensions that are out side the acceptable ran ge. (continued) T o clear a jam in the WOW® deck: 1. Lift the WOW® cover . 2. Pull the WOW ® transport jam release lever to the left. 3. Remove the envelope. 4. Depending on how bad[...]
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DM525™ and DM575™Series Digital Ma iling System Operating Guide SV62201 Rev. C 10-7 Envelope(s) getting jammed (continued ) Y ou are using envelopes that have dimensions that are out side the acceptable ran ge. (continued) T o clear a jam from the transp ort deck: 1. Pull out on the transport release knob. 2. Remove the envelope. 3. If the jam [...]
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10 • Troubleshooting 10-8 SV62201 Rev. C T a pe Feeding Problems Description Possible Causes Solution T ape jamming in the feeder Adhesive is left on the leading edge of the new tap roll, or the leading edge of the tape is rolled or folded under the t ape roller . 1. Lift the feed cover . 2. Select Unload T ape from the screen. The system backs t[...]
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DM525™ and DM575™Series Digital Ma iling System Operating Guide SV62201 Rev. C 10-9 Meter imprint is out of alignmen t E nvelope is skewing on the feed deck. Adjust the thickness adju stment knob to corre - spond to the envelope thickness. For thicker pieces of mail (3/8” to 5/8”), or mail cont aining several insert s, use th e thick mail s[...]
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10 • Troubleshooting 10-10 SV62201 Rev. C Post age Refill Problems Description Possible Causes Solution Refill operation fails when IntelliLink® Control Center is on or of f the mailing system Phone line is not connecte d to an analog line or is loose. Reconnect the phone line to the ba ck of the IntelliLink® Control Center . Phone cord is dama[...]
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DM525™ and DM575™Series Digital Ma iling System Operating Guide SV62201 Rev. C 10-11 We ighing Problems Description Possible Causes Solution Weight on internal scale is erratic P ossible in terfer ence. Remove everything from the scale an d turn off the power . Rezero the scale. T o rezero the scale, press the Menu key , then select Zero Scale [...]
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10 • Troubleshooting 10-12 SV62201 Rev. C Weight s on external scale are erratic or the scale does not return to z ero (con - tinued) For MP Series Exte rnal Weighing Platfor m scales: The scale top cover my not be seated prop erly on the scale (continued) 4. If you do not have a flathead screw driver , lift the corner and adjust the leg(s) until[...]
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1 1 • Supplies and Options SV62201 Rev. C Contents Ordering Supplies ............................................................................... 1 1-2 Ordering a Pitney Bowes Supply Cat alog .......................................... 1 1-2 Moistener Kit s ......................................................... ............................ 1[...]
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1 1 • Supplies and Options 11 - 2 SV62201 Rev. C Ordering Supplies Y ou can order supplies through the Pitn ey Bowes Supply Line™, or you can order from the Pitney Bowes web site. Refer to th e Pitney Bowes Contact Information List at t he front of this guide for the Pitney Bowes Supply Line™ phone numbe r and the web site address[...]
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12 • Specifications SV62201 Rev. C Contents Dimensions and Weigh t.......................................... ........ 12-2 Electrical and Operating Conditions ............................... 12-2 Capacities and Features................... .............................. 12-3 Accounting Features .....................................................[...]
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12 • Specifications 12 - 2 SV62201 Rev. C S pecifications Dimensions and Weight Electrical and Oper ating Conditions Dimensions and W eigh: DM525™ DM575™ Size (in) w/o St acker 35L x 15H x 19W Size (mm) w/o S t acker 889L x 38 1H x 483W Weight (lbs) 64 66 Weight (k gs) 29 30 Size (in) with Optional WOW® 20L x 9.75H x 19.5W Weight ( lbs) with[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 12 - 3 Cap acities and Features DM525™ DM575™ Feeder T ype Automatic with deskew Feeder Deck Capacity 4 inches (102 mm) for a st ack of mail Side Guide Ye s S torage Fluid in S torage T ank Enough to sea l approximately 3000 pieces of mail Throughput S peed #[...]
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12 • Specifications 12 - 4 SV62201 Rev. C Accounting Features INVIEW™ Accounting Up to 50 account s Up to 15 operators 2 custom rep orts 4,000 transactions Optional Budget Manager Up to 3000 a ccounts Up to 50 operators 1-32 custom carriers 1-50 cust om class/fee 1-15 custom report s 10,000 to 15,000 tranactions[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C 12 - 5 Mailing Materials Envelope Dimensions (refer to th e envel ope measurement figur e on next page) Minimum 3 in. x 5 in. (76.2 mm x 127 mm) postcard size. Maximum 10 in. x 13 in. (254 mm x 330 mm) in landscap e orientation. C5 envelopes can be processed when in [...]
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12 • Specifications 12 - 6 SV62201 Rev. C 3 in. (76.2mm) 1 in. (25.4 mm) Maximum Minimum 13 in. (330 mm) 10 in. (254 mm) 3.0 in. (76 mm)[...]
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A • Glossary SV62201 Rev. C Glossary[...]
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A • Glossary A - 2 SV62201 Rev. C Accounting A feature of the mailing system tha t allows you to charge post age to individ - ual accounts . AccuT rac™ Mail Accounting System A Pitn ey Bowes mail accounting system sof tware application that allows you to record post age transactions to track costs so you can charge these costs to account s or c[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C A - 3 Delivery Confirmation Delivery Confirmation is a service offered by the United S tates Post al Ser - vice® that allows you to verify the dat e and time of delivery of your mail or , if the delivery was unsuccessful, the date and time of th e delivery attempt. [...]
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A • Glossary A - 4 SV62201 Rev. C Lock Code A code that locks the mailing system with a four digit p assword preventing unauthorized use of your me ter . Low Funds W arning Y ou may set your machine to warn you when your funds go below a speci - fied amount. Menu Key Press to view the main settings and opt ions available. Meter See Postal Sec uri[...]
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DM525™ and DM575™ Series Digital Mailing System Operating Guide SV62201 Rev. C A - 5 Return Receipts A return receipt for Certified Mail se rves as a legal document proving the date and time when the recipien t took possession of the piece of mail. Y ou fill out a return receipt postcard a nd the Postal Service sends the gre en return receipt p[...]
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A • Glossary A - 6 SV62201 Rev. C ZIP+4 Code A 9-digit numeric code incorporating the orig inal 5-digit ZIP Code, a hyphen, and 4 additional d igits. The f irst 5 digits identify the delivery of fice. The 4-digit add-on identifies specific delivery segment s.[...]
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Index A AC adapter connector location 2-15 , 6-5 Accessories description 2-5 ordering 2-5 , 11-2 Account speed code list report 7-3 2 Accounting and Reporting 2-4 Accounting set up report 7-31 Accounts checking Postage By Phone balance 6-6 deselecting 4-17 overview 2-4 Accounts (INVIEW™) account structur e 7-13 clearing account data 7-9 creating [...]
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Index description and location 2-12 Custom presets key how to define preset values 5-2 4 , 5-26 D Date advancing the date 5-5 changing postage date 4-33 selecting date options 4-21 setting date options 5-5 Daylight saving setting up 5-5 Deleting operators 7-12 Dialing prefix 5-16 Differential weighing how to use 4-12 when to use 4-5 Discount codes [...]
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Index Language options 5-4 select 5-4 Loading a tape roll 9-2 Lock button description and location 2-12 Low Funds Value 6-7 , 6-8 Low funds warning description 5-19 setting up 5-19 M Mail acceptable mailing materials 12 -5 preparation 3-2 quick setup and start 3-2 selecting the postage mode 4-10 tips for feeding mail 4-8 Mail Machine Interface (MMI[...]
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Index Postage meter adding funds 6-7 automatically adding funds 6-7 description 2-2 USPS inspections 6-2 Postage modes attached scale 4-5 attached scale - autotape 4-5 differential weighing 4-4 , 4-5 , 4-11 , 4-12 key in postage 4-5 , 4-11 manual weight entry 4-5 seal only 4-5 , 4-15 time and date stamp 4-5 weigh first piece 4-12 Postage tape descr[...]
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Index Stacker definition 2-6 Standby mode 5-20 Supplies ordering 11-2 Surcharges batch 7-17 global 7-6 per piece 7-6 per transaction 7-6 per transaction percentage 7-6 T Tape installing 9-2 ordering 11-2 Tape key when printing tapes 3-4 Time Date Stamping Mode using with INVIEW™ accounting 7-16 Timeouts display sleep 5-20 Transa ctions action to [...]
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Index[...]
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1 Elmcroft Road S tamford, Connecticut 06926-0700 www .pb.com For Service or Supplies PB Form SV62201 Rev . C 6/09 ©2009 Pitney Bowes Inc. All Rights Re served Printed in the USA or Canada *SV62201RE VC*[...]