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Shipping & Mailing Inserter Relay 3000 ™ Document Inserting System with a Standard Control Panel Operator Guide US International English Edition SV63140 Rev. A August 1, 2015...
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CAUTION: Changes or modifications to this equipment not expressly approved by the party responsible for compliance (Pitney Bowes) could void the user’s authority to operate the equipment. It is certified that the equipment complies with all applicable Directives of the European Union.
Safety ................... v Chapter 1 System Overview Relay 3000 Inserter Introduction Overview .......1-3 Product Features ...............1-3 Relay 3000 Inserter (with Control Panel) - Component Identification ...........1-4 Control Panel Identification ..........1-6 Control Panel Icons ............1-8 Change the Display Language ........1-10 Chapter 2 Program a Job Navigate Using the Control Panel ........2-3...
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Table of Contents Start and Stop the Inserter ..........3-12 Fill the Sealer ..............3-12 Adjust the Stacker ............3-13 Chapter 4 Optical Mark Recognition (OMR) ........4-3 Accuracy ..............4-3 OMR and Feeders on the Inserter ........4-3 OMR Scanning Types ............4-4 Basic OMR ..............4-4 Enhanced OMR ............
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Table of Contents Chapter 5 Clear Material Clear Material ..............5-3 Access Areas of the Inserter for Jam Removal ....5-3 Sheet Feeders Trays - Remove and Replace .... 5-3 Fold Plates - Remove and Replace ......5-4 Insert Tray - Remove and Replace ......5-4 Access the Carriage Assembly ........
Safety Safety Follow these precautions whenever you use your inserting system: • Read all instructions before you attempt to operate the system. • Use this equipment only for its intended purpose. • Place the system close to an easily accessible wall outlet. •...
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Safety • Never use aerosol dusters labeled flammable and always read instructions and safety precautions on the duster container label. • Operation of this equipment without periodic maintenance will inhibit optimum operating performance and could cause the equipment to malfunction. •...
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1 • System Overview Contents Relay 3000 Inserter Introduction Overview .....1-3 Product Features .............1-3 Relay 3000 Inserter (with Control Panel) - Component Identification ..........1-4 Control Panel Identification..........1-6 Control Panel Icons ............1-8 Change the Display Language ........1-10 SV63140 Rev A...
System Overview • 1 Relay 3000 Inserter Introduction Overview • The Relay 3000 is a three-station inserter with two sheet feeders and one insert feeder. • Jobs are programmed and run via the control screen built into the system. •...
1 • System Overview Relay 3000 Inserter (with Control Panel) - Component Identification Display/Control Panel - This is where you enter commands and where the inserter status is displayed through symbols and icons. Insert Feeder - Use this feeder to add additional inserts to your envelope.
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System Overview • 1 Envelope Inverter - Transports the envelope into the stacker face up. (not shown in image) - Drop Stacker or Output Device Located at the exit of the inserter, this device collects finished mailpieces. This device can be latched against the inserter when not in use.
1 • System Overview Control Panel Identification Use the buttons on the system control panel to set up and run jobs. The display screen shows the system status. Clear Deck - Press to jog material through and out of the inserter.
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You can program up to 20 jobs in the inserter. Default - Press to return the inserter to its default or standard settings. These settings come pre-configured from the factory, but a Pitney Bowes Service Representative can modify for your specific application. SV63140 Rev. A...
1 • System Overview Control Panel Icons Used on sheet feeders to signify that the feeder is on without double detection. Used on sheet feeders to signify that the feeder is on with double detection. Used on insert feeder to signify that the feeder is on without double detection.
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Indicates a no-fold insert operation Indicates a material stoppage. The position of this symbol in the display indicates where the stoppage has occurred. Call Pitney Bowes for service Indicates the paper size, address orientation and fold(s) set for sheet feeder Indicates a material stoppage in a downstream device, such as a power stacker.
1 • System Overview Change the Display Language To change the language on the control panel display: 1. Open the cover to the right of the control panel display to access the setup buttons. 2. Press Setup. The inserter prompts for an access code. 3.
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2 • Program a Job Contents Navigate Using the Control Panel ..... 2-3 Scanning and Non-Scanning Jobs ....2-4 Program a Job ........... 2-5 Setup Mode ..........2-5 Select the Job Number (New or Existing Job) ......2-5 Program a Scanning Job ......2-6 Program a Non-Scanning Job ....
Program a Job • 2 This section provides step-by-step instructions for setting up and saving a new canning or non-scanning job and saving it using the control panel. Programming a job is typically a Supervisor activity. Navigate Using the Control Panel Use the setup buttons to navigate the job programing options.
2 • Program a Job Scanning and Non-Scanning Jobs If OMR scanning functionality is enabled on your system, operators can toggle scanning on and off depending on the job type. If scanning functionality is not available on your inserter, your job programming setup will differ slightly.
Program a Job • 2 Program a Job Setup Mode 1. Open the hinged cover to the right of the display to access the setup buttons. 2. Press Setup. The indicator prompts for an access code. (This code prevents unauthorized personnel from changing inserter settings).
2 • Program a Job Program a Scanning Job Enable OMR Scanning 1. When prompted, press Change (+/-) to select one of the OMR on settings. (Refer to the OMR Settings table included here.) 2. Press Next (►) to accept the selection and advance to the next setting.
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Program a Job • 2 Set the Fold Type 1. Press Change (+/-) to scroll through the fold types. 2. Press Next (►) to accept the fold type selection and advance to the next setting. Fold Types C - Letter Z - Accordion Double Single...
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2 • Program a Job Set the Main (Scanning) Sheet Feeder 1. Press Change (+/-) to scroll through the options. 2. Press Next (►) to accept the option and advance to the next setting. Main Sheet Feeder 1 Options (Scanning Jobs) Icon Option Description...
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Program a Job • 2 Set Select/Supplementary Sheet or Insert Feeder Select feed allows for one piece to be selectively fed from either feeder per envelope. 1. Press Change (+/-) to scroll through the options. (Refer to the Additional Feeder Options, Scanning Jobs table for details.) 2.
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2 • Program a Job Set the Sealer This setting appears only if insertion mode is selected. To select whether or not you want to seal envelopes. 1. Press Change (+/-) to toggle the option to On or Off. 2. Press Next (►) to accept the option and advance to the next setting. Sealer Options Icon Option...
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Program a Job • 2 Set Fold A 1. Select the size of the first fold required. NOTE: Depending on the settings you made earlier for fold type and paper length, the inserter suggests the correct dimension for the first fold. Most of the time this setting will prove satisfactory.
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2 • Program a Job Set the Envelope Stop NOTE: The stop has five positions numbered 1 to 5. Setting 3 is the standard setting for normal weight paper with standard folds. A thinner/lighter insert requires a lower setting and a thicker/heavier insert requires a higher setting. 1.
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Program a Job • 2 Run a Trial Piece Run a trial piece to test the job settings. 1. Load material and press Trial Piece. 2. If you need to make changes to the settings based on the trial piece: a.
2 • Program a Job Program a Non-Scanning Job Follow this sequence of steps to program a non-scanning job. NOTE: If scanning is not available on your system, begin with “Set Accumulation.” Disable OMR Scanning if Functionality Exists If scanning is enabled on your system, set it to OMR off. 1.
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Program a Job • 2 Set Accumulation If accumulation is enabled, it allows multiple sheets to be fed from the sheet feeder into the envelope. This setting is only available for non- scanning jobs. 1. Press Change (+/-) to scroll through the accumulation options. 2.
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2 • Program a Job Set First/Main Sheet Feeder The first feeder is automatically selected depending on the fold type. • Collating different sheets using both sheet feeders - load the prime (address-bearing) document into sheet feeder 1 for C and double folds.
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Program a Job • 2 Manual Feed Option • The manual feed setting allows you to run stapled sets of up to five sheets - a maximum of 100 lbs.(400gsm) per set. The maximum compressed thickness of the set after folding must not exceed 0.08 inches (2mm).
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2 • Program a Job Set the Insert Feeder Select whether you want to use the insert feeder and how it will be used. 1. Press Change (+/-) to scroll through the options. (Refer to the Insert Feeder Options table for descriptions.) 2.
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Program a Job • 2 Set the Sealer This setting appears only if insertion mode is selected. To select whether or not you want to seal envelopes. 1. Press Change (+/-) to toggle the option to On or Off. 2. Press Next (►) to accept the option and advance to the next setting. Sealer Options Icon Option...
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2 • Program a Job Set Fold A 1. Select the size of the first fold required. NOTE: Depending on the settings you made earlier for fold type and paper length, the inserter suggests the correct dimension for the first fold. Most of the time this setting will prove satisfactory.
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Program a Job • 2 Set the Envelope Stop NOTE: The stop has five positions numbered 1 to 5. Setting 3 is the standard setting for normal weight paper with standard folds. A thinner/lighter insert requires a lower setting and a thicker/heavier insert requires a higher setting. 1.
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2 • Program a Job Run a Trial Piece Run a trial piece to test the job settings. 1. Load material and press Trial Piece. 2. If you need to make changes to the settings based on the trial piece: a.
Program a Job • 2 Modify an Existing Job To modify an existing job follow these steps. (This requires Supervisor level access.) 1. Press Setup to enter setup mode. 2. Press Change (+/-) to increase or decrease to access code 71. 3.
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3 • Run a Job Contents Run a Job ............3-3 Verify the Inserter Has Power ......3-4 Select a Job ..........3-4 Manual Feed Jobs ..........3-5 Load Material ............3-6 Adjust and Load the Sheet Feeders ..... 3-6 Adjust and Load the Envelope Feeder ..3-7 Adjust and Load the Insert Feeder ....
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Run a Job The operating activities outlined here assume that a job has already been programmed into the Relay 3000 or 4000 inserter. (Programming a job is typically a Supervisor function.) Activities Operators perform with the touch screen to run a previously programmed job: •...
3 ● Run a Job Verify the Inserter Has Power 1. Verify the power cord is connected to the socket on the back of the inserter. 2. Verify the power cord is plugged into a power outlet near the machine and is easily accessible.
3 ● Run a Job Manual Feed Jobs If you select a manual feed job where sheet feeder 1 is set for manual feed of collated sets, DO NOT load the sheet feeder. Instead, you will feed collated sets one at a time, by hand, as required. Before you run a manual feed job, pull back the lever (shown here).
3 ● Run a Job Loading Material Adjust and Load the Sheet Feeders 1. Adjust the side guides to the width of the material, then back-off a quarter turn on the side guide control. This sets the correct clearance between the guides and the material.
3 ● Run a Job Adjust and Load the Envelope Feeder The envelope feeder feeds the outer envelope for the inserting job. 1. Press the envelope feeder loading switch to lower the feeder tray. 2. Use the side guide adjustment knob to adjust the side guides to the width of the envelopes.
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3 ● Run a Job Load Envelopes without Stopping the Inserter 1. Press the envelope feeder loading switch to lower the feeder tray. 2. Load envelopes as described earlier in this section. 3. Press the envelope feeder loading switch again. The envelope stack rises to the normal feeding position and processing continues...
3 ● Run a Job Adjust and Load the Insert Feeder The insert feeder feeds items that do not require folding. Depending on configuration of your inserter, you may not have an insert feeder. 1. Use the side guide adjustment knob to adjust the side guides to the width of the inserts you are running.
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3 ● Run a Job 5. Take the stack of inserts and aerate and fan it to ensure that individual pieces are not stuck together. 6. Shingle the inserts (as shown here) and place them on the feed deck. Loading orientation can vary depending on the inserts.
3 ● Run a Job Run a Trial Piece Run a trial piece to test the job settings. 1. Load material and press the Trial Piece button on the control panel to run a trial piece and verify the job setup is correct. 2.
3 ● Run a Job Start and Stop the Inserter 1. Press Start on the control to begin automatic operation. 2. The inserter runs until it runs out of material or you press the Stop. Fill the Sealer When the sealer unit needs refilling, the Add Sealing Solution icon flashes in the display.
3 ● Run a Job Adjust the Stacker If necessary, adjust the drop stacker to accommodate the job material. 1. Lift the lever at the rear of the stacker and adjust the stacker to one of the preset positions. 2. Lower the lever to lock the stacker into position.
OMR Scanning • 4 Optical Mark Recognition (OMR) An OMR mark is normally a dark solid line on a sheet of light colored paper that is perpendicular to the direction of paper travel. This line must be thick and dense to trigger the OMR scanner. The OMR scanner works with the OMR system software to check for one or more different OMR Typical...
4 • OMR Scanning OMR Scanning Types Basic OMR • Enables the collation of multi-page documents. • Enables you to vary the number of pages per envelope. • The inserter folds each OMR sheet separately and inserts it into an envelope, starting with the last sheet of the set and adding each folded sheet in turn until the address sheet has been inserted.
OMR Scanning • 4 OMR Specifications The OMR mark must be a solid black line between 1pt and 2pts thick (0.014 inch (0.35mm) to 0.027 inch (0.7mm]) and at least 0.393 inch (10mm) wide. Each mark position must be evenly spaced, at least 0.118 inch (3mm) apart.
4 • OMR Scanning Standard OMR Positions 54mm 96mm Feed Direction for Top 115mm Scanning (C- and Double Fold) 20mm Clear Zone 20mm x 115mm min Clear Zone 20mm x 100mm min 20mm Vertically center group within area indicated Feed Direction for 100mm Bottom Scanning (Z- and Single Fold)
OMR Scanning • 4 Offset OMR Positions 20mm 95mm Feed 40mm Direction for Top Scanning (C- and 125mm Double Fold) 65mm 65mm Bench Mark 115mm 80mm Feed Direction for Bottom Scanning 20mm (Z- and Single Fold) Position OMR marks as follows: •...
4 • OMR Scanning Available OMR Marks This section gives brief descriptions of the OMR marks that can or must be allocated to an OMR Code. NOTE: Some marks within this section are available as added features that expand OMR capability. OMR features will vary depending on the options you purchased.
OMR Scanning • 4 Select Feed (SF1, SF2) These marks are used to control the feed of material from the feeder holding the supplementary sheets/inserts on a set-by-set basis. Therefore you cannot use select feed on a single-station inserter. Use Select Feed 1 marks are in the primary sheet feeder to select material from the supplementary sheet feeder.
4 • OMR Scanning OMR Mark Grouping Each OMR code begins with two fixed marks: benchmark and safety mark. These marks are located at the end nearest to the sensor. These are followed by one, two, or three groups of marks where each group comprises three data marks followed by a fixed mark.
OMR Scanning • 4 Z-Fold and Single-Fold Jobs Place marks in the lower right corner of the sheet. Print marks in bottom- to-top order: Re-timing (fixed if this group is in use) Wrap Around Sequence 1 (WAS1) Group 3 Wrap Around Sequence 2 (WAS2) Wrap Around Sequence 3 (WAS3) Re-timing (fixed if this group is in use) Auto Batch...
4 • OMR Scanning Adjust the OMR Scanner In order for OMR scanning to work correctly, it is important to ensure that the scanning heads are positioned in line with the Scan Dash (OMR) marks printed on the material. 1. To locate the scanning head for the top sheet feeder 1, open the top cover.
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OMR Scanning • 4 Folding Example: For an A4 size sheet, the half fold measurement is 105mm. If the distance from the edge of the form to the middle of the scan dash marks is 10mm, the scanning head setting will be 95mm (105mm –...
4 • OMR Scanning OMR Troubleshooting Error Recovery for OMR Jobs If the inserter stops during an OMR job, and indicates one of the error messages listed below, follow these steps. 1. Press the Clear Deck key on the control panel. Any envelope at the insertion area will eject into the stacker.
OMR Scanning • 4 OMR Error Messages Message Action Bad OMR marks Two marks that are closer together than half the Spacing expected distance are read. Check scan marks on material. No OMR marks • No marks on paper. • Scan sensor is not centered over scan marks. •...
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5 • Clear Material Contents Clear Material ............5-3 Access Areas of the Inserter for Jam Removal ..........5-3 Sheet Feeders Trays - Remove and Replace ........5-3 Fold Plates - Remove and Replace ....5-4 Insert Tray - Remove and Replace ....5-4 Access the Carriage Assembly .......5-4 Access the Envelope Feeder Area ....5-5 Access the Envelope Exit Area .......5-5 Access the Envelope Inserting/Sealing Area ..5-6...
Clear Material • 5 Clear Material The inserter is designed to assure maximum performance. In the event of a material stoppage, the display flashes a symbol indicating where the stoppage has occurred. To clear a jam follow these steps. 1. Press Clear Deck to attempt to feed the material through the inserter. 2.
5 • Clear Material Fold Plates - Remove and Replace To remove the fold plates: 1. Pull the two catches on the underside of the plate outward to release them. 2. Pull the plate straight out of the inserter. To replace the fold plates: 1.
Clear Material • 5 Access the Envelope Feeder Area Unlatch the envelope area feed rollers to access a jam in the envelope feeder area. 1. Pull the release lever in the direction of the arrow. 2. Lift the envelope area feed rollers for access to the jam.
5 • Clear Material Access the Envelope Inserting/Sealing Area To access the insertion and sealing areas: 1. Lift the tinted plastic cover and lower the envelope inverter access door. 2. The points identified in the image can be unlatched to allow access to stalled material.
Troubleshooting and Error Messages • 6 General Troubleshooting Issue Possible Solutions INSERTER Blank Screen No power. Check that the power cord is firmly connected and the wall socket is switched ON. Inserter not Turn the power switch (located on left side) ON. switched ON.
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6 • Troubleshooting and Error Messages Issue Possible Solutions ENVELOPES Poor Envelope Feed Envelope side guides Set the guides to the envelope width and then set incorrectly. back off 1/4 turn. Poor envelope quality. Check that the envelopes are not curled. Try a new box of envelopes.
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Troubleshooting and Error Messages • 6 Issue Possible Solutions SHEETS Poor Sheet Feed Feeder not selected Check job setup. to feed. Sheet feeder Set guides to sheet width and back off 1/4 turn. side guides set incorrectly. Sheets loaded Make sure to fan stack before loading. incorrectly.
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6 • Troubleshooting and Error Messages Issue Possible Solutions INSERTS Poor Insert Feed Feeder not selected Check job setup. to feed. Insert feeder side Set guides to insert width and back off 1/4 turn. guides set incorrectly. Insert feeder Verify the two insert feeder adjustments (number separator and letter settings) are set correctly for the type adjustments...
Troubleshooting and Error Messages • 6 Changing the Sealer Unit Felts If you are experiencing poor sealing, the sealer unit felts may need to be changed. The sealer unit felts are supplied as part of a kit. Operators can change them as necessary. 1.
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6 • Troubleshooting and Error Messages 5. Remove it from its mounting bar and discard the old felt. 6. Install the new upper felt. Locate the tabs on the back of the felt assembly in the corresponding holes of the mounting bar and slide the felt toward the rear of the machine.
Troubleshooting and Error Messages • 6 Error Messages Message Action CALL SERVICE Power the inserter off and on. If the message is still displayed, call service. CHECK /CLEAR Feeder indicated has failed to feed material. FEEDER Remove material from the feed tray, reload and restart the inserter.
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6 • Troubleshooting and Error Messages Message Action CLEAR SEALER Material is detected in the sealer brush area. • Open the tinted plastic cover on left side of the inserter and remove any material. • Close cover and restart. CLOSE COVER Cover indicated is not fully closed.
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Troubleshooting and Error Messages • 6 Message Action PAPER SHORT The inserter detected that the material used is too short in length. • Check the actual material length matches the length displayed. • If correct, request another trial piece. PAPER SHORT The inserter detected that the material used is too CHECK STACKER short in length.
Material Specifications • 7 Material Specifications IMPORTANT: All specifications are subject to change without notification and are subject to test. Sheet Feeders Minimum Sheet Size: 5 inches (127mm) width 5 inches (127mm) length Maximum Sheet Size: 9 inches (229mm) width 16 inches (406mm) length Paper Weights: 16 lb.
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7 • Material Specifications Fold Type and Overall Thickness Limits Check this table for the maximum number of sheets that can be accumulated/collated for each fold type. IMPORTANT! Do not program jobs that exceed these maximums or impose them by OMR code printing and/or OMR selective feed. Paper Weights in Pounds Number of sheets...
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The envelope stacker accommodates up to 150 filled envelopes (depending on size and contents of the envelope). Material Requirements • For best performance, use only materials approved by Pitney Bowes • Materials should be good quality and properly stored. •...
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7 • Material Specifications Envelope Feeder Minimum Envelope Size: 3.5 inches (88mm) depth 8.5 inches (220mm) width Maximum Envelope Size: 6.5 inches (164mm) depth WIDTH 9.5 inches (242mm) width Envelope Weights: 17 lbs. (65gsm) minimum 26 lbs. (100gsm) maximum Envelope Tray Capacity: Up to a maximum of 300 24 lb. (90gsm) envelopes.
Material Specifications • 7 Inserter Specifications Physical Dimensions: Length: 38.6 inches (980mm) Depth: 20.25 inches (514mm) Height: 20.75 inches (525mm) Weight: 143 lbs. (65kg) Noise Level (system running): 73dBA Electrical: USA and Canada 120V, 60Hz, 6.0A Europe 220/240V 50Hz Japan 100V, 50/60 Hz Speed: Up to a maximum of 3,500 cycles per hour (depending on inserter...
If you have questions about your inserter or require service or assistance with your application, refer to the Contact List at the front of this guide. Pitney Bowes also offers a service maintenance agreement to keep your inserter in top condition. For further information, contact your local Pitney Bowes office or authorized dealer.
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