--- title: Quick Start Guide description: Get started fast! This quick start guide will walk you through the essential steps to upload your first letter and begin sending with Postworks. --- [Skip to content](https://support.postworks.co.uk/knowledge/quick-start-guide#main-content) ![Logo (transparent background, red emblem, red text, tagline NOT included) (PRIVATE).png\]](https://support.postworks.co.uk/hs-fs/hubfs/Logo%20(transparent%20background%2c%20red%20emblem%2c%20red%20text%2c%20tagline%20NOT%20included)%20(PRIVATE).png?height=40&name=Logo%20(transparent%20background%2c%20red%20emblem%2c%20red%20text%2c%20tagline%20NOT%20included)%20(PRIVATE).png) Open main navigation Close main navigation - [Postworks Portal](https://app.postworks.co.uk/dashboard/send) [Postworks Portal](https://app.postworks.co.uk/dashboard/send) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Support Centre](https://support.postworks.co.uk/knowledge?hsLang=en) 2. [Send Letters](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en) 3. [Quick Start Guide](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#quick-start-guide) # Quick Start Guide ## Get started fast! This quick start guide will walk you through the essential steps to upload your first letter and begin sending with Postworks. Welcome to Postworks! This guide will help you upload your first letter and get it into the post in just a few minutes. To begin, log in to the Postworks Portal and on the left-hand side go under **Send**.![Screenshot 2026-03-20 111523](https://support.postworks.co.uk/hs-fs/hubfs/Screenshot%202026-03-20%20111523.png?width=646&height=209&name=Screenshot%202026-03-20%20111523.png) ### 1. Configure your Postbox Under **My Postboxes**, you will see an **Example Postbox**. Click the three dots next to it and select **Edit**. ![Screenshot 2026-04-17 153732](https://support.postworks.co.uk/hs-fs/hubfs/Screenshot%202026-04-17%20153732.png?width=670&height=565&name=Screenshot%202026-04-17%20153732.png) From this screen, you can choose your printing and postage preferences: - **Print:** Colour or black print. - **Postage:** 1st or 2nd class. - **Sides:** Single or double-sided. - **Extras:** Add attachments or Digital Reply Envelopes (DREs) if required. Once you are happy with these choices, click **Save**. ![Screenshot 2026-04-17 153955](https://support.postworks.co.uk/hs-fs/hubfs/Screenshot%202026-04-17%20153955.png?width=565&height=935&name=Screenshot%202026-04-17%20153955.png)   ### 2. Upload your document You can now upload your PDF by clicking **Browse files** or by dragging and dropping the file directly into the postbox window. ### 3. Preview and finalise A preview window will appear once the file is uploaded. Check the document to ensure everything appears correct. After you approve the preview, your items move to the **Post Tray**. ![Screenshot 2026-04-17 154815](https://support.postworks.co.uk/hs-fs/hubfs/Screenshot%202026-04-17%20154815.png?width=360&height=220&name=Screenshot%202026-04-17%20154815.png) **Please note:** Items stay in the **Post Tray** for 30 minutes before they are processed. This gives you a chance to recall an item if you spot a mistake. Items can no longer be recalled after they've moved out of the Post Tray. ### 4. Split method If the item you're uploading requires it to be split between multiple recipients, you can create a new postbox and choose your split method: - **No split:** Use this if your PDF is one single letter for one recipient. - **Split by page:** Use this if every page in your PDF is a separate letter for a different person. - **Split by keyword:** The system looks for a specific word (like 'Invoice') to start a new letter. This is helpful for documents that vary in length. - **Merge:** This allows you to upload a data file and a Word template to create a personalised letter for everyone on your list. For further details, please refer to our [How to use Merge on Postworks Portal](https://support.postworks.co.uk/knowledge/how-to-use-postworks-merge?hsLang=en) support article.   ### Still have questions? If you need a hand with your first upload or have any questions about these steps, please get in touch with our support team via the live chat in the Portal or at support@postworks.co.uk - [Send Letters](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#main-content) - [Preparing your documents](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#preparing-your-documents) - [Sending via Web Portal](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#sending-via-web-portal) - [PDFs containing multiple recipients (mailmerges)](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#pdfs-containing-multiple-recipients-mailmerges) - [User Management](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#user-management) - [Reports](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#reports) - [Account Top-up](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#account-top-up) - [Quick Start Guide](https://support.postworks.co.uk/knowledge/send-letters?hsLang=en#quick-start-guide) - [Receive Letters](https://support.postworks.co.uk/knowledge/receive-letters?hsLang=en#main-content) - [Getting started](https://support.postworks.co.uk/knowledge/receive-letters?hsLang=en#getting-started) - [Viewing your post](https://support.postworks.co.uk/knowledge/receive-letters?hsLang=en#viewing-your-post) - [Managing inbound mail](https://support.postworks.co.uk/knowledge/receive-letters?hsLang=en#managing-inbound-mail) - [Digital Reply Envelopes (DREs)](https://support.postworks.co.uk/knowledge/receive-letters?hsLang=en#digital-reply-envelopes-dres) - [Account and Teams](https://support.postworks.co.uk/knowledge/account-and-teams?hsLang=en#main-content) - [User management](https://support.postworks.co.uk/knowledge/account-and-teams?hsLang=en#user-management) - [Permissions](https://support.postworks.co.uk/knowledge/account-and-teams?hsLang=en#permissions) - [Company settings](https://support.postworks.co.uk/knowledge/account-and-teams?hsLang=en#company-settings) - [Security and Compliance](https://support.postworks.co.uk/knowledge/account-and-teams?hsLang=en#security-and-compliance) - [Billing and payments](https://support.postworks.co.uk/knowledge/billing-and-payments?hsLang=en#main-content) - [Prepay account](https://support.postworks.co.uk/knowledge/billing-and-payments?hsLang=en#prepay-account) - [Troubleshooting](https://support.postworks.co.uk/knowledge/troubleshooting?hsLang=en#main-content) - [FAQ](https://support.postworks.co.uk/knowledge/troubleshooting?hsLang=en#faq) - [Troubleshooting](https://support.postworks.co.uk/knowledge/troubleshooting?hsLang=en#troubleshooting) - [Postworks API](https://support.postworks.co.uk/knowledge/postworks-api?hsLang=en#main-content) - [Getting started](https://support.postworks.co.uk/knowledge/postworks-api?hsLang=en#getting-started) - [API reference](https://support.postworks.co.uk/knowledge/postworks-api?hsLang=en#api-reference) - [Software Downloads](https://support.postworks.co.uk/knowledge/software-downloads?hsLang=en#main-content) - [PostboxPrint™](https://support.postworks.co.uk/knowledge/software-downloads?hsLang=en#postboxprint) - [PostboxServer™](https://support.postworks.co.uk/knowledge/software-downloads?hsLang=en#postboxserver) - ['Postworks friendly' documents](https://support.postworks.co.uk/knowledge/postworks-friendly-documents?hsLang=en#main-content) - [Standard letters](https://support.postworks.co.uk/knowledge/postworks-friendly-documents?hsLang=en#standard-letters) - [Mailmerge](https://support.postworks.co.uk/knowledge/postworks-friendly-documents?hsLang=en#mailmerge) - [Postworks Receive™](https://support.postworks.co.uk/knowledge/postworks-receive?hsLang=en#main-content) - [Pricing](https://support.postworks.co.uk/knowledge/postworks-receive?hsLang=en#pricing) - [PostboxServer™](https://support.postworks.co.uk/knowledge/postboxserver?hsLang=en#main-content) - [Getting started](https://support.postworks.co.uk/knowledge/postboxserver?hsLang=en#getting-started) - [PostboxPrint™](https://support.postworks.co.uk/knowledge/postboxprint?hsLang=en#main-content) - [Getting started](https://support.postworks.co.uk/knowledge/postboxprint?hsLang=en#getting-started) - [Using PostboxPrint™ with Antivirus software](https://support.postworks.co.uk/knowledge/postboxprint?hsLang=en#using-postboxprint-with-antivirus-software) - [Troubleshooting](https://support.postworks.co.uk/knowledge/postboxprint?hsLang=en#troubleshooting) - [Integrations](https://support.postworks.co.uk/knowledge/integrations?hsLang=en) - [Fastrack™](https://support.postworks.co.uk/knowledge/fastrack?hsLang=en#main-content) - [Getting Started](https://support.postworks.co.uk/knowledge/fastrack?hsLang=en#getting-started) - [Environmental](https://support.postworks.co.uk/knowledge/environmental?hsLang=en) - [ClearSend®](https://support.postworks.co.uk/knowledge/clearsend?hsLang=en) - [Merge API](https://support.postworks.co.uk/knowledge/merge-api?hsLang=en) - [Product updates](https://support.postworks.co.uk/knowledge/product-updates?hsLang=en) [![Chill listening crop-3](https://support.postworks.co.uk/hs-fs/hubfs/Logo%20(transparent%20background%2c%20red%20emblem%2c%20red%20text%2c%20tagline%20NOT%20included)%20(PRIVATE).png?width=109&height=24&name=Logo%20(transparent%20background%2c%20red%20emblem%2c%20red%20text%2c%20tagline%20NOT%20included)%20(PRIVATE).png "Chill listening crop-3")](https://www.postworks.co.uk) Our mission is to 'be a pleasure to do business with'. Thank you for choosing us. Copyright © 2025, Postworks Limited