How do I send letters via the Post Bag using Whistl in agentOS?

Whistl is a postal service integrated with agentOS that allows you to send letters directly from the Post Bag without needing to print and post them manually.

Step 1: Open the Post Bag

1. Click the Office tab in the top navigation bar.
2. Click Post Bag.

Step 2: Authorise letters for sending

1. On the left-hand side of the Post Bag screen, click Authorise Letters.
2. You will see a list of all letters awaiting authorisation.
3. Select the letters you wish to send via Whistl by ticking the relevant items.

Step 3: Send via Whistl

1. With your letters selected, click the Post by Whistl button.
2. A postage options window will appear. Select the method of post required:
   • 2nd Class Black & White A4
   • 1st Class Black & White A4
   • 1st Class Colour A4
   • 2nd Class Colour A4
3. Once you have selected the appropriate option, click Confirm Post by Whistl.

Step 4: Track the letter

Once confirmed, the letter will appear in the Whistl Authorised section of the Post Bag details while it awaits processing. After Whistl has processed it, the letter will move to the Whistl Posted section.

You can view a record of all posted letters at any time by selecting View Past Letters from the left-hand menu within the Post Bag.

If you need any assistance, contact support@agentos.com.