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Receive
Everything you need to know to get started with PackageX Receive.
What's New
Getting Started
Web Dashboard
- How can I access my building information?
- How do I mark multiple items as picked?
- How do I add multiple recipients?
- How do I delete a user?
- How do I set up APIs and Webhooks?
- How to check who performed the last action on an item and the history of actions on items?
- I forgot my account password, how can I reset it?
- Want different notification preferences?
- Can I discard multiple items at once?
- How do I add a Group?
- Can I add my credit card as a payment option?
- How do I set up automated reminders for pending items?
- Can I customize the logo in notification emails?
- I mis-spelled the Company Name, how can I change it?
- Can I update my account password?
- How do I set up my locations?
- How do I change my column preferences?
- How can I view my current plan?
- Sender Email Verification.
- How do I customize the WhatsApp template?
- How to notify Pending Items from the Dashboard?
- How to set limit of additional images?
- How to revert the 'Item Status'?
- How do I print a custom label from the Web Dashboard?
- Managing Connect Portal Requests
- How to update Receive Connect options?
- What are 'Overdue' items?
- What is an Activity Log and how can I view these logs?
- How do I Customize Notification Templates?
- How do I add a reply-to address?
- How can I set up my own custom workflow?
- How do I set up Two-Factor Authentication for my account?
- How do I export item data?
- Kiosk Mode (display all items ready for pickup by mirroring them on an external display)
- How do I add my profile picture?
- How do I delete a group?
- How to add a recipient from the web dashboard?
- How do I change my plan?
- How do I find details for an item?
- How do I add a user?
Process FAQs
- How can I change the 'Scan Type'?
- Can I check out an item that was checked in by another PackageX Receive user?
- How to add new item locations?
- Is it compulsory to scan the barcode of a label to Check in an item?
- Is there a way to use the Face ID login feature for the app?
- Can I add additional photos with the scanned item?
- Why am I getting a “Multiple Name/Match” error when scanning an item?
- Can all group items be routed to a single recipient?
- Can we remind the recipients to pick up their items from the app?
- Is there a way to scan items when in offline mode?
- How do I route a package to another location?
- How do I forward a package?
- How do I generate a shipping label?
- How do I hold a package?
- How can I pick up my package using Self Service Pickup
- How can Recipients access Connect Portal?
- How can Users and Admins access Connect Portal?
- How to Checkout Multiple Items?
- Package and Recipient Notices: Setup and Usage
- How to Share Connect Portal Access with Another Recipient
- How to Log In to Connect Portal Using Single Sign-On (SSO)
- How to Assign a Driver for Multi-Location Delivery (Web)
- How to Assign a Messenger for Same-Location Delivery (Mobile App)
- How to Enable Users as Drivers or Messengers for Assignment
- How to Receive Notifications for Newly Assigned Deliveries
- How to Allow Managers to be Both Drivers and Messengers
- How to Assign a Driver for Multi-Location Delivery (Mobile App)
- How to Assign a Messenger for Same-Location Delivery (Web)
- How do I edit Item Labels?
- How to add recipients to a group?
- How to Scan Outbound Items?
- How do I scan and send items?
- How do I destroy a package?
General FAQs
- Can I reset my password from the app?
- How to check out an item on behalf of a recipient?
- How to edit the details of a recipient?
- How to notify multiple recipients about an item?
- How to check out an item with an image instead of a signature?
- How to view item details from the app?
- How to check out multiple items of the same group?
- How to switch between mailrooms?
- How to delete a recipient?
- How do I print a custom label?
- How to Create an Inter-Office Delivery Within the Same Location (Mobile App)
- How to Create an Inter-Office Delivery Within the Same Location (Connect Portal)
- How do I check the analytics at my location?
Tips & Tricks
User & Directory Sync
- How to sync the Recipient directory via SFTP?
- How to enable user authentication via Azure SSO?
- How to sync the recipient directory via Azure?
- How to enable user authentication with with OKTA SSO?
- How to sync recipient directory with OKTA?
- How to enable user authentication with Google SSO?
- How to enable Google Workspace Directory Sync?
- User Provisioning in Receive: Understanding the Two Setup Methods