Page 1 Connect+® Series Connect+® 1000, Connect+® 2000, Connect+® 3000 Operator Guide US English Edition SV62250 Rev. G December 13, 2012 Contact your local dealer: 16 Luzerne Avenue, Suite 145 West Pittston, Pa. 18643 (570)569-2071 fax (570)614-2222 www.firstchoicepb.com...
Page 2 Connect+® Series, Connect+® 1000, Connect+® 2000, Connect+® 3000, E-Z Seal, IntelliLink, WEIGH-ON- THE-WAY, W-O-W, Postage By Phone, INVIEW, Ascent, SendSuite Express and Pitney Bowes Supply Line are trademarks or registered trademarks of Pitney Bowes Inc. All other trademarks are trademarks or registered trademarks of the respective owners.
Page 3: Table Of Contents
Table of Contents 1 ● Getting Started 2 ● Creating and Managing Jobs 3 ● Running Mail 4 ● Accounting 5 ● Reports 6 ● Adding Postage 7 ● Rates and Updates 8 ● System Setup 9 ● Maintenance 10 ● Troubleshooting A ●...
Page 5: Getting Started
1 ● Getting Started What Does This Machine Do? The Home Screen Parts of the Mailing System Your System's Specifications Safety Information Postal Security Device WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating USPS Requirements...
Page 6: What Does This Machine Do
Mail, Jobs, Funds, Manage Accounts, Reports, Rates & Updates, and Settings. The Message Center The Message Center at the bottom of the Home screen allows Pitney Bowes to com- municate directly with you. This area is routinely updated and provides: Access to savings opportunities and special offers.
Page 7: Parts Of The Mailing System
Chapter 1 Notification of planned service interruptions. The Message Center icon will appear in the header bar along the top of the screen if you are working in one of the system applications when a new message becomes available. You can return to the Home screen at any time to view the new message. Additional Resources The Home screen also provides buttons for direct links to web sites providing additional resources and support for your mailing operation:...
Page 8 Connect+® Series Operator Guide Touchscreen The touchscreen allows you to communicate with the mailing system and the built-in postage meter (Postal Security Device). Your system comes equipped with a 10.2" touchscreen. An optional 15" touchscreen is also available. Stylus A stylus is a pen-like tool used to make selections from a touchscreen dis- play.
Page 9 Chapter 1 Feeder The feeder area consists of the feeder deck, side guide and thickness adjust- ment knob. Feed Deck The feed deck is the area where you load the envelopes. If you have a Connect+® 2000 or Connect+® 3000 system, this feeds the envelopes to the WEIGH-ON-THE-WAY®...
Page 10 Connect+® Series Operator Guide Side Guide The moveable guide at the front of the feed deck is used to stabilize the envelope position when feeding it. NOTE: The side guide is optional feature on Connect+® 3000 systems. Power Button Turns the mailing system on and off. This is located on the lower left side of the feed deck.
Page 11: Envelope Sealant Bottle
Chapter 1 Envelope Sealant Bottle The envelope sealant bottle contains the E-Z Seal® solution used for moist- ening envelopes. It is located under the main cover, on the left. Tape The system uses tape to print reports and postage indicia for packages or pieces of mail that are outside the limits specified for mailing materials.
Page 12 Connect+® Series Operator Guide Attached Scale If your mailing system has WEIGH-ON-THE-WAY® (W-O-W®) (Connect+® 2000, Connect+® 3000), the attached scale is used to weigh mail pieces that do not fit through the mailing system. If your mailing system does not have WEIGH-ON-THE-WAY® (W-O-W®) (Connect+®...
Page 13 Chapter 1 Moistener Pad Assembly The moistener pad assembly moistens the flaps on the envelope. NOTE: The moistener pad assembly is located beneath the moistener deck on Connect+® 3000 systems. To access it, lift the top release lever and then use the blue notch to pull on and open the moistener deck. Connect+®...
Page 14 Connect+® Series Operator Guide Thickness Adjustment Knob The thickness adjustment knob is located beneath the feeder cover. Turn this knob to adjust for the thickness of the envelopes. To set, turn the knob until the arrow on the knob lines up with the arrow to the right as shown below.
Page 15 Chapter 1 Printer The main components of the printer module are the ink cartridges, print heads and waste ink tray. Ink Cartridges The ink cartridges contain the ink used to print the postal indicia, as well as any additional items (graphic ad, text message, return address, etc.) you want to appear on your mail piece.
Page 16 Connect+® Series Operator Guide Print Heads The print heads produce the postage indicia. Waste Ink Tray Ink is deposited in the waste ink tray during the print head cleaning process. The system will alert you when the waste tray is nearing full capacity. SV62250 Rev.
Page 17 Chapter 1 Stacker This is where mail is deposited after the postage is applied to the piece of mail. It is located on the right side of the system. The drop stacker shown here is available with every mailing system. An optional power stacker is also available.
Page 18 Connect+® Series Operator Guide Postal Security Device The PSD contains the funds and performs all of the calculations necessary to print postage indicia that comply with the latest USPS standards. It is located beneath the PSD cover on the back of the mailing system. USB Ports Two USB ports are located on the back, lower left side of the system.
Page 19 Chapter 1 LAN Port The LAN port is located on the back, lower left side of the system. This port provides the mailing system with a high bandwidth Internet connection. Power Receptacle The power receptacle is located on the back, left side of the system. It con- nects to the AC power cord (supplied).
Page 20: Your System's Specifications
Connect+® Series Operator Guide Your System's Specifications System Dimensions and Weights 49.5" L x 22.5" D (1257mm x 635mm) with drop Connect+® 1000 stacker Power stacker adds 31" (483mm) to length Color adds 6.5" (185mm) to length 110 lbs. (49.9kg) 65"...
Page 21 Chapter 1 Operating Conditions Operating Temperature Maximum Room Ambient 40°C (104°F) Capacities, Features and Throughput Sealer Capacity Approximately 3900 #10 single-insert mail pieces Sealer Type Pump-fed pad with sealing rollers Printer High speed dual-printing technology, at 1200 DPI (ver- tical) Mono Printer Module – prints both Postal Red and Black.
Page 22 Connect+® Series Operator Guide Tape 5" roll, approximately 600 indicias per roll, without graphic ads Throughput Range of speed options available. Connect+® 1000: 3-Speeds, 130 (Standard), 160, and 180 Letters/min Connect+® 2000: Non W-O-W®: 3-Speeds, 130 (Standard), 160, and 180 Letters/min Connect+®...
Page 23: Safety Information
To obtain Pitney Bowes supplies, please contact our Supply Line™ to place orders. Mate- rial Safety Data Sheets can be obtained on the web or from our Supply Line™.
Page 24 To prevent overheating, do not cover the vent openings. Operation of this equipment without periodic maintenance will inhibit optimum operating performance and could cause the equipment to malfunction. Contact your Pitney Bowes Customer Service Representative for required service schedule. Read all instructions before attempting to operate the equipment.
Page 25 CAUTION: In case of an ink spill, leaking ink or excessive ink accumulation, imme- diately disconnect the power cord from the wall plug and contact Pitney Bowes. In the USA please call 1-800 522-0020. Customer Service Representatives are available Monday through Friday, 8:00 AM - 8:00 PM ET.
Page 26: Postal Security Device
WARNING: This is a Class A product. In a domestic environment this product may cause radio interference in which case the user may be required to take adequate meas- ures. Responsible Party within the USA: Pitney Bowes 1Elmcroft Road Stamford, CT 06926-0700 (800) 522-0700 Outside the USA: Please refer to the country contact sheet supplied with your system.
Page 27: Weigh-On-The-Way® (W-O-W®)/Shape Based Rating
If the postage meter in your mailing machine has not detected a refill trans- action at certain intervals, the message “Inspection Required” appears on the Run Mail screen and then prompts you to connect to Pitney Bowes and perform an inspection. The postage tape you use must meet USPS specifications.
Page 28 Connect+® Series Operator Guide Logging In and Out of the System If users are enabled on your system, you will be required to enter a password to log on to the system. This prevents unauthorized use of the system. Logging In 1.
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Page 30: Creating And Managing Jobs
2 ● Creating and Managing Jobs All About Jobs About Job Properties The Default Job Opening a Job Previewing Jobs Creating a New Job Editing a Job Deleting a Job Job Options Creating a Duplicate Job Setting the Default Job Renaming a Job Reloading a Job Job Types...
Page 31: All About Jobs
Connect+® Series Operator Guide All About Jobs The Connect+™ Series allows you to save common jobs that can be recalled and easily modified. A job is a collection of settings you select and a name that are stored within the system's memory for easy recall.
Page 32: The Default Job
Chapter 2 The Default Job There is always at least one job open in Run Mail - the default job. The default job is special: it is always open, and it is protected so you don't overwrite it easily. NOTE: To clear all changes made while running mail and to return to the default job to its original state, select the Reload job link on the Default job tab.
Page 33: Creating A New Job
Connect+® Series Operator Guide the upper right corner of the screen. Job settings view - Select this icon to view all of the settings for the selected job (for example, class, weighing type...), as well as an envelope preview. List view - Select this icon to view the complete list of jobs on your system. List view is the default view setting on your system.
Page 34: Editing A Job
Chapter 2 by selecting the Create new job button on the Jobs screen. Follow the steps below to create a new job from the Jobs screen. 1. Select the Jobs button on the Home screen. 2. Select the Create new job button. 3.
Page 35: Job Options
Connect+® Series Operator Guide NOTE: You cannot delete the default job or jobs that are locked against editing. 4. Select Yes, delete. 5. Select OK when done. Job Options The Options button at the bottom of the Jobs screen allows you to manage and edit your jobs.
Page 36: Renaming A Job
Chapter 2 NOTE: Key in Postage, Postage Correction and Date Correction jobs cannot be set as the default job. Setting the Default Job on the Run Mail Screen 1. Ensure the job you want to make the default is open and active on the Run Mail screen. 2.
Page 37: Job Types
Connect+® Series Operator Guide 1. Select the modified job. NOTE: An asterisk appears next to job name when it has been edited or modified. 2. Select Reload job.The system reverts to the previously saved version of the job. Job Types When creating a new job, you can select from the following job types.
Page 38: Printing Only A Graphic Ad
Chapter 2 WEIGH-ON-THE-WAY® (W-O-W®), first piece only - Use this method for mail pieces that are identical (same size and number of sheets). The system weighs the first piece of mail to be fed and calculates the postage. The rest of the stack will be posted with the same postage as the first piece.
Page 39: Printing A Date Correction
Connect+® Series Operator Guide Printing a Date Correction You can print a date correction if you need to modify the date printed on your envelope. If you have already created a date correction job, open the job and begin running mail. Follow the steps below to create a date correction job.
Page 40: Printing The Received Date And Time
Chapter 2 postage correction job settings. NOTE: The weighing method is not displayed in the postage correction job. Sealing mode is set to off. 4. Select Additional located to the right of the envelope or tape image. Type in the addi- tional postage required and select OK.
Page 41: Printing A Permit
Connect+® Series Operator Guide 5. Select Start or Tape. 6. To save the job, select the Save As link at the top of the screen. 7. Enter the job name and select OK. Printing a Permit You can print a permit on a piece of mail instead of an indicia. A permit is a postal mark con- taining a permit number that provides you with special processing or discount rates.
Page 42: Counting Mail Without Printing Postage
Chapter 2 Follow the steps below to create a seal only job. If you have already created a seal only job, open the job and begin running mail. 1. Select the Run Mail button from the Home screen. 2. Select the Options button. 3.
Page 43: Weighing, Rating And Counting Mail Without Printing Postage
Connect+® Series Operator Guide 8. If necessary, select a surcharge. 9. Select Start to begin feeding and counting envelopes. 10. If you want to save this job, select Save as. 11. Enter the job name and select OK. Weighing, Rating and Counting Mail without Printing Postage If your system uses accounting, you can create a job to weigh, rate and count mail without printing postage.
Page 44: Moving Between Open Jobs
Chapter 2 Moving Between Open Jobs To quickly move between frequently used jobs, open the jobs and then select the job tabs as necessary on the Run Mail screen. Saving Changes to a Job If you have made changes to a job, an asterisk appears next to the job name on the Run Mail screen.
Page 45: Running Mail
3 ● Running Mail Determining the Correct Postage Method Preparing and Correctly Feeding the Mail Pieces Reviewing the Mail Piece Specifications Shape Based Rating Running Mail Run Mail Screen Icons and Buttons Run Mail Options Step-by-Step Running Mail Running Mail with the DI900™/DI950™ Inserting System Interface Running Mail with SendSuite Xpress™...
Page 46 Chapter 3 Changing the Envelope or Tape Quantity Changing the Date Changing the Machine Speed Printing a Sample Mail Piece Counting Mail Adding Graphics, Return Addresses, Messages, and Inscriptions to Your Mail Graphic Ad Return Address Changing or Adding a Graphic to a Mail Piece Viewing Available Graphics Adding a Graphic Positioning a Graphic/Message...
Page 47 Connect+® Series Operator Guide Creating a New Message or Return Address Changing or Selecting the Envelope Characteristics Changing the Envelope Print Area Changing the Color Print Quality Changing Envelope Size What are Tracking Services Delivery Confirmation Signature Confirmation Certified Mail Selecting a Tracking Service Electronic Return Receipt (ERR) USPS®...
Page 48: Determining The Correct Postage Method
Connect+® Series Operator Guide Determining the Correct Postage Method If your mail requires no application of postage, see Chart C to choose your job settings. If your mail requires postage, you must determine if you can print directly on your mail. You can feed mail if your pieces of mail meet the requirements provided in Mail Piece Specifications.
Page 49 Chapter 3 Chart B - Printing on Tape Then use this method: You know the amount of postage Key in Postage needed for your mail. You do not know the weight of your Attached Scale piece of mail. You have several pieces of mail Attached Scale and do not know the required post- age amounts.
Page 50: Preparing And Correctly Feeding The Mail Pieces
Connect+® Series Operator Guide Preparing and Correctly Feeding the Mail Pieces If your system has WEIGH-ON-THE-WAY® (W-O-W®) (Connect+® 2000 or Connect+® 3000), you do not need to sort your mail. Simply place the larger pieces on the bottom of the stack on the feeder.
Page 51: Reviewing The Mail Piece Specifications
Chapter 3 Reviewing the Mail Piece Specifications Envelope Dimensions Minimum 3.5 in. x 5 in. (88.9mm x 127mm) postcard size Maximum Connect+® 1000 and Connect+® 2000: 13 in. x 14 in. (330 mm x 356 mm) Connect+® 3000: 15 in. x 15 in. (381 mm x 381 Envelope Thickness Minimum Connect+®...
Page 52 Connect+® Series Operator Guide Acceptable Envelope Materials Material type and finish must be matte and may include: White Wove Kraft/Brown Kraft Manila Envelopes made of recycled paper Self-seal envelopes Tri-fold tabbed (2 tabs minimum) inserts (20 lbs. (75 gms) to 28 lbs. (105 gms)) Cranes Crest SV62250 Rev.
Page 53: Shape Based Rating
Chapter 3 CAUTION: Do not use envelopes made with glossy materials such as fliers, or Tyvek® envelopes. Also do not use envelopes too fragile (such as air mail and onion skin envel- opes) to pass through the feeder. Shape Based Rating The shape of a mailpiece (thickness, length, width) plays a large role in the pricing of First- Class Mail®, Express Mail, and Priority Mail postage.
Page 54: Run Mail Screen Icons And Buttons
Connect+® Series Operator Guide Run Mail Screen Icons and Buttons Button, Icon, or Link Touching or Selecting: Tape Preview Icon Displays a preview of the tape to be printed. Tape Preview Image Opens the Edit Envelope screen allowing you to make changes to your envelope.
Page 55 Chapter 3 Button, Icon, or Link Touching or Selecting: Date image Opens the Print Date dialog box within the Edit Envelope screen so you can modify the date printed on tape or envelope. Start button If the job is selected and envelopes loaded, this starts the job running.
Page 56: Run Mail Options
Connect+® Series Operator Guide Run Mail Options Select Options button at the bottom of the Run Mail screen and select the appropriate option. These options include: Print a sample piece - prints an envelope or tape so you can see exactly how the address, inscriptions, ads or graphics elements will print on the mail piece for the current job.
Page 57: Running Mail With The Di900™/Di950™ Inserting System Interface
Chapter 3 c. To change the number of envelopes or tapes to print for this job, select the Envelope or Tape link tab on the Run Mail screen. 4. To make changes to the envelope, or to the items that print on the envelope, select the Edit envelope link on the Run Mail tab.
Page 58: Running Mail With Sendsuite Xpress™ Or Ascent
Connect+® Series Operator Guide NOTE: On Connect+® 1000systems, all mail pieces in a job must be identical. The inserter sends start and stop signals to the Connect+® Series system. The Con- nect+® Series system can send error messages back to the inserter to stop feeding. If the Connect+®...
Page 59 Chapter 3 on the Run Mail screen when a postal job is selected. You will be able to run non-postal jobs in lock spend mode. All other system features and functions remain available. Once a job run is complete, the system will return to lock spend mode. For more information about SendSuite Xpress™...
Page 60: Graphics And Permit-Only Printing
United States Postal Service (USPS) still requires an electronic inspection of the meter. Periodically, you will receive a "Postal Inspection Required" message on your sys- tem. You can check your balance at Pitney Bowes to satisfy this requirement. Refer to Your Postage Meter for more information about postal inspections.
Page 61: Changing The Class, Carrier, Or Special Services
Chapter 3 NOTE: The following message will appear on the Run Mail screen: Alert 1 of 1: Funds Manager: PSD funds available are below monetary limit set by user in FM Refill Setup screen . You can ignore this message on graphics and permit-only printing systems. Changing the Class, Carrier, or Special Services 1.
Page 62: Selecting A Zip Or Zone
Connect+® Series Operator Guide If special services are available for a class, they are displayed in the Extra serv- ices list box. To select a service, touch the checkbox for the service. For example, in the US for First Class letter, you can add insurance or COD. You can also add confirmation tracking services like Delivery confirmation, E-Certified, or Certified.
Page 63: Changing Or Selecting The Weighing Method
Chapter 3 NOTE: You are only prompted to enter a country if the job does not have a country stored, or if you have re-powered the system. Once you enter a country, the system stores it and will continue to use it. In order to change it, you must select a different destination by touch- ing or selecting the Destination option in the Job Properties list on the left side of the Run Mail screen.
Page 64: Running A Manual Weight Entry Job
Connect+® Series Operator Guide Running a Manual Weight Entry Job When you need to use a scale that is not connected to your system, you can still use the sys- tem to calculate the postage for you. 1. Select the Run Mail button from the Home screen. 2.
Page 65: Running A Weigh-On-The-Way® (W-O-W®) Job
Chapter 3 3. Place the mail piece on the scale. The amount displays next to the Weighing icon. 4. If you are printing on tape, select Tape. If you are printing postage on the mail piece, place the piece on the feed deck and select Start. Running a WEIGH-ON-THE-WAY®...
Page 66: Running Mail With Different Shapes And Weights
Connect+® Series Operator Guide In this weighing method, the machine weighs the first mail piece and processes the remain- ing mail at the same postage rate. If Shape Based Rating (SBR) class is used, the first envel- ope is also measured. CAUTION: Do not lean on or disturb the system while it is processing mail in this mode.
Page 67: Running A Differential Weighing Mail Job
Chapter 3 9. Depending on the weight and measurements, the appropriate rate will be selected and the postage calculated. 10. If an item's postage cannot be calculated because of its weight or dimension, use the attached scale method and manually select the appropriate class. NOTE: For a detailed description of Post Office services, see the USPS website.
Page 68 Connect+® Series Operator Guide Auto envelope printing- select this option if you have a stack of envelopes that can be run through the system. The system will automatically feed the envelope and print postage. Envelope or tape printing - select this option if you have a stack of mail that is a mix of envelopes and packages (mail pieces that can be run through the system and others that require tape).
Page 69: Changing The Sealing Method
Chapter 3 TIP: Weigh the lightest piece of mail in the stack and set a threshold below that value. To edit the Differential weighing threshold: 1. Ensure that the appropriate job is open and selected on the Run Mail screen. 2. Select the Weighing icon. 3.
Page 70: Checking Or Changing The Postage Amount On The Run Mail Screen
Connect+® Series Operator Guide All envelopes are open flap and nested, or Some envelopes are closed flap (No previously sealed envelopes). 6. Select OK. 7. Select Start to run the job, or Reload job to return to the previously saved version of the job.
Page 71: Changing The Envelope Or Tape Quantity
Chapter 3 NOTE: When you select Key in Postage, the Class and Weighing method are set to none. If you select a Class, the system automatically updates the postage amount appropriate to the class you chose. It also sets the weighing method to match your system configuration (for example, Attached Scale if you have a separate attached scale, or WEIGH-ON-THE- WAY®...
Page 72: Changing The Machine Speed
Connect+® Series Operator Guide Don't print date Print today's date Today + 1 Select from calendar 5. Select the correct format option and then select OK. If you Select from calendar, a calendar appears showing several days in advance. The number of days in advance shown depends on the country.
Page 73: Adding Graphics, Return Addresses, Messages, And Inscriptions To Your Mail
Chapter 3 1. From the Run Mail screen, select the counter button at the bottom of the screen. The but- ton is labeled either as Resettable counter, or Total pieces depending on the job type. Postal jobs: a. Total Pieces - the total number of mail pieces and the postage amount for the cur- rent job.
Page 74: Graphic Ad
You can also purchase ad graphics or download your own. Ad graphics: Are images only Must be downloaded into the system by connecting to Pitney Bowes. If you want to print an ad that contains only a written message, use the Text Message option. SV62250 Rev. G...
Page 75: Return Address
Chapter 3 Return Address The return address is positioned at the left edge of the envelope. The return address option allows you to type in a return address. If you use more than one return address, save each address in a different job. Changing or Adding a Graphic to a Mail Piece To change or add a graphic ad that is already downloaded or present on your system: 1.
Page 76: Adding A Graphic
Connect+® Series Operator Guide under the image list. By selecting one of the filter buttons you can choose to display only those images that are in color, mono (black), or postal red. If your system has a mono and postal red printer, there will only be 2 filter option buttons.
Page 77: Positioning A Graphic/Message
Chapter 3 6. For a #10 envelope template you can add up to 4 graphics: 2 will be right justified and two will be left justified. 7. If you try to add an image and there is not enough room, the system will display a mes- sage telling you to either remove an existing image or change the size of the envelope.
Page 78 Connect+® Series Operator Guide 3. You can move the graphic to the left either by tapping the Margin button and entering the the distance, or by tapping the left position button - a single tap moves the image 0.1 inch. Press and hold for more than 2 seconds and the distance increments 0.5 inch every addi- tional second.
Page 79: How Markers Are Added/Dropped
Chapter 3 How Markers are Added/Dropped The diagram below shows the default order in which non-postal elements (graphic images, text messages, return addresses) are dropped from the Transpromotional zone if the envel- ope size changes during a WOW mail runand an element(s) will not fit. The postal elements are restored in the reverse order.
Page 80: Changing The Image/Message Drop Order
Your Connect+™ Series system has the flexibility to print customized messages and graph- ics on the blank portion of your envelope while it's printing postage. The MyGraphics™ Designer tool from Pitney Bowes provides a simple way to create and transfer customized graphics to your mailing system.
Page 81: Prerequisites For Using Mygraphics™ Designer
Chapter 3 You run MyGraphics™ Designer on a PC separate from your mailing system. The color of a graphic printed by your mailing system is based on the printer in the sys- tem and the color of the initial image. To use MyGraphics™...
Page 82 Connect+® Series Operator Guide Make sure you have reviewed and are familiar with the Prerequisites for Using MyGraph- ics™ Designer. To run MyGraphics™ Designer: 1. From your PC, go to www.pb.com . Select My Account. 2. Enter your username and password, then select Log in. As soon as you log on, a "Con- nect+ Anywhere"...
Page 83: Check Status Of Graphic Images
Chapter 3 12. The image loads in a pallet. You can add text to the image, resize or rotate the image, or add a border. For more information, refer to How to Create a New Custom Graphic. When complete, select Next. 13.
Page 84: Graphic Formats For Mygraphics™ Designer
Connect+® Series Operator Guide When Status shows "Ready for Download", you can retrieve the custom graphic at your machine. Refer to Check for Updates and Downloads. Graphic Formats for MyGraphics™ Designer bmp (bitmap) - versatile format created from Windows and Adobe products. jpg - format best used for photographic images.
Page 85: Changing Or Adding An Indicia
Chapter 3 NOTE: You can use your own drawing/design software (for eg., Adobe® Photoshop®) to combine multiple files into one image, use a font type not available in MyGraphics, add a barcode, or rotate text. Changing or Adding an Indicia To change or add an indicia: 1.
Page 86: Postal Inscriptions
Connect+® Series Operator Guide Postal Inscriptions Postal inscriptions are text printed on the envelope to identify to the Post Office which class of service should be used. Inscriptions: Can be selected automatically by the system when the class is selected in Run Mail. Can be specified manually if you wish to print a specific inscription.
Page 87: Viewing Available Messages/Return Addresses
Chapter 3 Viewing Available Messages/Return Addresses 1. Select anywhere within the envelope on the Run Mail screen. You can also select the Edit envelope link. 2. Select the Text message and Return address option from the list box on the left of the Edit envelope screen.
Page 88: Creating A New Message Or Return Address
Connect+® Series Operator Guide markers as shown here. 3. As with graphic markers, the text markers are left justified or right justified. The markers define the locations for return addresses or other text messages. 4. The methods for choosing a text message or a return address are the same as for graphic images.
Page 89: Changing Or Selecting The Envelope Characteristics
Chapter 3 6. To adjust the horizontal or vertical alignment of the message or return address, select the Text Block tab and select the appropriate alignment options. 7. To remove the message/return address from the envelope, deselect it. NOTE: if you deselect a message, in order for the message to reappear in the list, you must select the color filter button that corresponds to the color of the message.
Page 90: Changing The Color Print Quality
Connect+® Series Operator Guide 5. Set the offset value from the right edge and left edge of the envelope using the same method used for setting the top edge offset. The right margin offset range is 0 to 1.0 inch (0 to 25.4 mm).
Page 91: Changing Envelope Size
Each of these services has its own tracking number labels. Using preprinted tracking number labels provided by Pitney Bowes, you can electronically process and submit records for the three types of USPS Confirmation Services to the Pitney Bowes Data Center.
Page 92: Delivery Confirmation
In some cases, like adding Electronic Delivery Confirmation to a Priority letter, you only pay the postage required for Priority mail. Sending Your Records to Pitney Bowes Whenever you complete a job using a tracking service, the system prompts you to upload the records.
Page 93: Signature Confirmation
Chapter 3 There is no charge for Delivery Confirmation when you ship by Priority Mail and provide an electronic file to the Postal Service. Signature Confirmation The USPS also offers a signature proof of delivery service— Signature Confirmation. This provides mailers with the text name of the recipient, along with the date, time and ZIP Code. This service is currently available for First Class Mail packages, Priority Mail, and Package Services parcels which include Parcel Post, Library, Media Mail and Bound Printed Matter.
Page 94: Selecting A Tracking Service
Connect+® Series Operator Guide You can eliminate the traditional "Green Card" and save money as well by using the Elec- tronic Return Receipt (ERR) option on your system. Selecting a Tracking Service For information on Tracking Services, refer to What are Tracking Services. Tracking services are available when you use the Attached Scale, or Manual Weight entry method.
Page 95: Electronic Return Receipt (Err)
Data Center. Instead of receiving the green receipt postcard, you track your certified ERR mail piece at the Pitney Bowes or USPS web site. In addition, if you subscribe to the service, you can enter a customer reference that links the package ID (barcode number) to the recipient.
Page 96: Usps® Mailer Id
Connect+® Series Operator Guide USPS® Mailer ID This 9-digit number is required when using Electronic Return Receipt. To get this number, you need to submit Form 5053, Bulk Proof of Delivery to the USPS. Customer Reference Number When using Electronic Return Receipt (ERR) your system prompts you to enter a customer reference number.
Page 97 Chapter 3 7. When entering the tracking number for the Electronic Certified service: a. If this is the first time you are entering a confirmation service, the field for the tracking number is blank and you need to enter the entire number. If you have a barcode scanner, you can scan in the number.
Page 98: Creating A Combined Barcode Label Job
Connect+® Series Operator Guide Creating a Combined Barcode Label Job The combined barcode label was created specifically for Electronic Return Receipt (ERR) customers. You should create a job if you want to use these labels. In order to use ERR, you should have a Bulk Proof of Delivery - Form 5053 on file with the USPS and been given a 9-digit USPS Mailer ID.
Page 99: Running Mail With A Combined Barcode Label Job
Chapter 3 11. Save the job. a. Select Save as. b. Enter a new job name (e.g. ERR Job) and then select OK. 12. Select the Tape button to print a tape. To print postage on the piece of mail, select the Start button.
Page 100: Using Presortxtra Services
Delivery Point Validation and Move Update services. High-volume mail- ers barcode and presort their mail to save on postage. With the Pitney Bowes PresortXtra you too can benefit from the U.S. Postal Service workshare discounts, even if you don’t send huge volumes of mail.
Page 101: Qualifications For Presortxtra Service
You need to make sure you have qualifying mail volumes for the PresortXtra service. You start the program by completing and signing the required program documents provided by your Pitney Bowes sales representative. Qualifying mail volumes include: Flats: 50 or more per pickup if a letter customer. 150 or more per pickup if not a letter cus- tomer.
Page 102: Adding The Drop Ship Authorization Meter Text
Connect+® Series Operator Guide b. Address Service Requested - Select this if you want your mail pieces to be for- warded to the updated address. Written notification is provided back to the sender for $0.50 each. After 12 months, the pieces are returned without a fee. 6.
Page 103: Running A Presortxtra Job
Chapter 3 NOTE 1: The city and state that you are entering into the meter text should be the city and state of the Presort Services Processing facility. If the city and state is too long it can be substituted with the first three digits of the processing facility's zip code. For example, Mailed at 061.
Page 104: Saving The Presortxtra Job
Connect+® Series Operator Guide Saving the PresortXtra Job To save the PresortXtra settings as a job: 1. Once you have selected the PresortXtra settings, select Save As on the top of the Run Mail screen. You are prompted to “Save as job name”. 2.
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Page 106: Accounting
4 ● Accounting Using a Multi-Level Account Structure Acceptable Special Characters for Account Names Uploading Connect+™ Postal and Transactional Information for Business Man- ager Creating, Editing or Deleting an Account Creating an Account Creating a Sub Account or Sub Sub Account Changing the Account Status to Inactive Editing an Account Deleting an Account...
Page 107 Chapter 4 Selecting a Surcharge while Running Mail All About Job IDs Requiring and Autoclearing Job IDs Selecting Job IDs while Running Mail All About Accounting Reports Printing Accounting Reports Exporting Accounting Reports Viewing Accounting Reports Viewing and Printing the Daily Snapshot Report Setting Up the Default Reporting Period for Accounting Reports Setting Account Report Preferences Saving a Copy of an Accounting Report...
Page 108: Using A Multi-Level Account Structure
Connect+® Series Operator Guide All About Accounting The Connect+® Series is designed with an integrated accounting capability that specializes in single meter sites. You can use the accounting feature to track and account for postage used by departments or individuals within your organization. The accounting feature helps you to understand how your postage is spent and to find cost- saving opportunities.
Page 109 Chapter 4 level in the account hierarchy and identify the departments that are charged for postage. Example: Account - Engineering, Sub account - Software Account - Engineering, Sub account - Industrial Design Sub sub account - If you create sub sub accounts for sub accounts, the sub sub accounts become the lowest level in the account hierarchy and identify the departments that are charged for postage.
Page 110: Acceptable Special Characters For Account Names
Connect+® Series Operator Guide refer to Acceptable Special Characters for Account Names. Code: This is a unique code that you can assign to identify the account, sub account or sub sub account. It allows you to find a particular account with ease. You must assign a code to each account, sub account and sub sub account you create.
Page 111 Chapter 4 Budget Manager Business Manager PC Transfer Utility Connect+ System Budget Manager Business Manager PC Transfer Utility Connect+ System " Budget Manager Business Manager PC Transfer Utility Connect+ SV62250 Rev. G...
Page 112: Uploading Connect+™ Postal And Transactional Information For Business Manager
Manager If your Connect+™ system uses Business Manager accounting, you will need to upload your postal and transactional information to Pitney Bowes. You can do this by selecting the Man- age Accounts button on the Home screen. IMPORTANT: Upload this information prior to synchronization to ensure that Business Man- ager can obtain the most current Connect+™...
Page 113: Creating An Account
Chapter 4 by selecting the Manage Accounts button on the Home screen, or by selecting Account on the Run Mail screen and then selecting Options. NOTE: If users are enabled on your system, supervisor access rights are required to create, edit or delete an account.
Page 114: Creating A Sub Account Or Sub Sub Account
Connect+® Series Operator Guide 10. A dialog box appears indicating the account as been created. Select Create another new account if you want to create another account. Select Add a sub account to this account if you want to create a sub account for this account.
Page 115: Changing The Account Status To Inactive
Chapter 4 a. Enter the password and select OK. b. Re-enter the password to confirm and select OK. 8. Select OK. 9. A dialog box appears indicating the sub or sub sub account as been created. Select Create another new account if you want to create a new top-level account. Select the Add another new sub account to this account if you want to create another sub or sub sub account for this account.
Page 116: Editing An Account
Connect+® Series Operator Guide Editing an Account You can view or edit the account name, code, description, status or password for all of the accounts and account levels on your system. NOTE: If users are enabled on your system, this feature is only available to users with supervisor access rights.
Page 117: Deleting An Account
Chapter 4 Deleting an Account When you delete an account, sub account or sub sub account, you remove its data com- pletely. That data is then unrecoverable. Make sure you do not need the accounts data before you delete the account. Once you delete an account, the data cannot be retrieved. If you have already charged transactions to an existing account you cannot delete the account.
Page 118 Connect+® Series Operator Guide Use of account passwords requires that you first create a user with supervisor access rights. This allows the supervisor to maintain accounting setup information and prevent unauthor- ized access. If you attempt to create an account password before creating a user with super- visor access rights, the system will prompt you to create a supervisor password.
Page 119: Selecting An Account While Running Mail
Chapter 4 NOTE: If users are enabled on your system, you must have supervisor access rights to create, edit, add or delete an account. Selecting an Account while Running Mail If your system uses accounting, you must select an account in order to run mail. Follow the steps below if the selected job on the Run Mail screen does not contain an account, or if you want to select a different account.
Page 120: Choosing The Columns That Appear When Viewing Accounts
Connect+® Series Operator Guide 5. Select OK when you are done making your changes. Choosing the Columns that Appear when Viewing Accounts If your system uses accounting, you can select the columns of information you want to appear on the Select Accounts screen, and modify the order in which they appear. NOTE: The Account name, Sub account name, and Sub sub account name columns can- not be removed or reordered.
Page 121: Viewing Unlocked Accounts Only
Chapter 4 1. Select the Search field. 2. If necessary, change the account search criteria. 3. Enter the search term. As you type, the best match is displayed in the Search Results tab. You can use hyphens as shortcuts to search for specific accounts, sub accounts, and sub sub accounts.
Page 122: Clearing An Account While Running Mail
Connect+® Series Operator Guide Clearing an Account while Running Mail If you want to clear the account you have selected while running mail, select the End account option on the Run Mail screen. This will remove the selected account from the Job properties list box on the Run Mail screen.
Page 123: Viewing Transactions
Chapter 4 If your system has the WEIGH-ON-THE-WAY® (W-O-W®) feature, the weight break for each piece of mail is tracked as part of the transaction. If the class changes due to auto class switching within a mail run then the system will automatically open a new transaction. As mail pieces are processed it is possible that the class will change back and forth (i.e.
Page 124: Editing Transactions
Connect+® Series Operator Guide 7. To add a column to the Transaction List screen: a. Select a column in the Available columns: list. b. Select the Add button. 8. To remove a column from the Transaction List screen: a. Select a column in the Show these columns in this order: list. b.
Page 125: Filtering The Transaction List
Chapter 4 4. Select View transactions. The View and Edit Transactions screen displays with a list of transactions that match the criterion of the filter you selected. 5. Select the transaction you want to edit. 6. Select the Actions button on the bottom of the screen and then select Edit transactions. The View & Edit Transaction screen displays.
Page 126: Creating A Transaction Filter
Connect+® Series Operator Guide Creating a Transaction Filter Follow the steps below to create a new filter for transactions. For more information about transaction filters, refer to Filtering the Transaction List. NOTE: If users are enabled on your system, this feature is only available to users with supervisor access rights.
Page 127: Editing A Transaction Filter
Chapter 4 i. Select Hour: Minute: field. Enter the start time in HH:MM format and select OK. ii. Select am or pm. g. Select OK. To add or edit account criterion: a. Select the Accounts option. b. Select Next. c. Select the Add Accounts button. d.
Page 128: Deleting A Transaction Filter
Connect+® Series Operator Guide To modify existing filter criteria, select the appropriate criterion and make your changes. Refer to Creating a Transaction Filter for more information. To remove existing filter criteria, select the appropriate criterion and then select Remove this criterion. The system returns to the Filter Transaction List screen. To clear all non-mandatory criteria and reset mandatory criteria to default values, select Reset all.
Page 129: Setting Up And Editing Global Surcharges
Chapter 4 You can apply a surcharge per piece of mail, per transaction, and/or per transaction per- centage. An amount per mail piece surcharge is calculated by multiplying the number of pieces processed by the surcharge setting. This surcharge can be set anywhere from -1.00 to 1.00.
Page 130: Selecting A Surcharge While Running Mail
Connect+® Series Operator Guide Select Discount if you want to subtract from the postage amount for the piece of mail or transaction. b. Select OK. 5. Select Done to apply your changes and return to the Home screen. Selecting a Surcharge while Running Mail When you select a surcharge while running mail, it will override global surcharges on your system (if present).
Page 131: All About Job Ids
Chapter 4 i. Enter the appropriate value in the field provided. ii. Select how you want the value to be applied. Select Surcharge if you want to add to the postage amount for the piece of mail or transaction. Select Discount if you want to subtract from the postage amount for the piece of mail or transaction.
Page 132: Selecting Job Ids While Running Mail
Connect+® Series Operator Guide 3. Select Required if you want prevent the job from being run unless a Job ID is selected. Selecting this option for Job ID 1 means you must select a Job ID 1 to process mail. Selecting this option for Job ID 2 means you must select a Job ID 2 to process mail.
Page 133: All About Accounting Reports
Chapter 4 All About Accounting Reports Accounting reports are one way to get information about a specific account, or series of accounts. A number of accounting reports come pre-loaded on your system. Account Detail Report Account Summary Report Quick Profile Report Transaction Log Report ...
Page 134: Exporting Accounting Reports
If you want to save the report with a new name, select Save as. When prompted, select Yes, save as. Enter the report name and select OK. NOTE: If the report was created by Pitney Bowes, "Save as" is the only available option.
Page 135: Viewing Accounting Reports
If you want to save the report with a new name, select Save as. When prompted, select Yes, save as. Enter the report name and select OK. NOTE: If the report was created by Pitney Bowes, "Save as" is the only available option.
Page 136: Viewing And Printing The Daily Snapshot Report
Connect+® Series Operator Guide 4. Select the report you want to view. 5. Select the Next button. 6. If necessary, you can modify the report settings. Select a setting, and then make the appropriate changes. The settings vary, depending upon the report selected. 7.
Page 137 Chapter 4 1. Select the Manage Accounts button on the Home screen. 2. Select Reports. 3. Select Report Period. 4. Select the calendar icon next to the Start date of fiscal year field. a. Select a date on the calendar that appears. b.
Page 138: Setting Account Report Preferences
Connect+® Series Operator Guide Every 4 weeks Period 4-4-5 Period 4-5-4 Period 5-4-4 Using a 4-4-5 Calendar to Manage Accounting Periods A 4-4-5 calendar divides the year into four quarters, each with 13 weeks. Each quarter is divided into two four week months and one five week month. The division can occur in any order, hence the 4-4-5, 4-5-4, and 5-4-4 accounting periods.
Page 139: Deleting Accounting Reports
Chapter 4 1. Select the Manage Accounts button on the Home screen. 2. Select Reports. 3. Select View & print reports. 4. Select the report you want to save a copy of. 5. Select Save as..6. Enter a name for the report. 7.
Page 140: Account List Report
Connect+® Series Operator Guide Account List Report The Account List report contains the accounts that have been defined in the system. The accounts are sorted by account name, then by sub account and sub sub account. This report also lists the code, name, status, and description (if entered) for each account. Account Summary Report The Account Summary report contains a summary of the pieces and charges by account for a specific time period.
Page 141: Weight Break By Account Report
Chapter 4 Weight Break by Account Report The Weight Break by Account report contains a summary of the pieces and postage for each weight break by specific account or all accounts showing the carrier/class used. Weight Break by Carrier Report The Weight Break by Carrier report contains a summary of the pieces and postage for each weight break by carrier and class.
Page 142: Reports
5 ● Reports Printing a Report Funds and Refill Reports Funds Report Last 5 Refills Report (Refill Summary) Refill Receipt Report...
Page 143: Printing A Report
Connect+® Series Operator Guide All About Reports Creating a report is quick and easy way to keep an accurate record of all your mailing activ- ities. You can print reports on tape or envelopes using the internal mailing system printer. Available Reports The following report types are available on your system.
Page 144: Funds Report
Chapter 5 To view information before adding more postage to the meter, select Funds from the Home screen. Funds Report The Funds report gives a summary of the funds used and available in the meter, total pieces run, and piece count. Available: postage funds still available for processing.
Page 145: Refill Receipt Report
Connect+® Series Operator Guide Refill Receipt Report The Refill receipt provides detailed information on the last postage refill performed on your system. Refill date: date of the refill. Refill performed by: the user or meter that performed the refill. The user name displays if users are enabled on your system.
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Page 147: Adding Postage
6 ● Adding Postage Pitney Bowes Postage Account Your Postage Meter Adding Postage Checking your Balance at Pitney Bowes Postage Remaining Postage Refill Settings Setting the Low Funds Warning and the Default Refill Amount Viewing the Refill History Viewing the Meter Information...
Page 148: Pitney Bowes Postage Account
To access these options, select the Funds button on the Home screen . Pitney Bowes Postage Account Your postage account is a Pitney Bowes service that you use to add postage to your meter. You can access the postage account 24 hours a day, 7 days a week through your mailing system.
Page 149: Adding Postage
Chapter 6 The United States Postal Service (USPS) licenses your meter and requires an electronic inspection of the meter. Periodically, your mailing system will be required to connect to your postage account as a means of inspecting the PSD (Postal Security Device) and validating information in your mailing system.
Page 150: Checking Your Balance At Pitney Bowes
If you have an optional attached printer, select the Print on document button. 7. Select Done to exit the Funds application. Checking your Balance at Pitney Bowes Before adding postage to your system, you should check the funds available through your postage account.
Page 151: Postage Remaining
Chapter 6 Postage Remaining The postage remaining on your system displays on a button at the bottom of the Run Mail screen. You can also view the postage remaining and postage used on your system by selecting the Meter Funds tab in the Funds application. To print a report of the postage available and postage used, refer to Funds and refill reports.
Page 152: Viewing The Refill History
Connect+® Series Operator Guide Viewing the Refill History The Last 5 refills list provides a history of the last five refills that were performed on your sys- tem. This information includes the refill date, time, amount and the name of the user that per- formed the refill.
Page 153: Finding The Minimum And Maximum Postage Values
4. Select Done to return to the Home screen. Uploading Postal Information Periodically, your system needs to connect to Pitney Bowes and upload postal information. Postal information upload includes all the information within the pieces run through the machine. This includes, but is not limited to, postage used, class of mail, and number of pieces.
Page 154: Withdrawing The Meter
2. The Funds screen displays. Select the Meter information tab. 3. Select Withdraw meter. If Pitney Bowes has authorized the withdrawal, a dialog box appears indicating that funds are being transferred and the meter is being withdrawn. Select OK once the process is complete.
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Page 156: Rates And Updates
7 ● Rates and Updates Checking for Rates and Updates Automatically Using the Rates and Updates Scheduler Update Status Icons Checking for Rates and Software Updates Viewing the Update History...
Page 157: Checking For Rates And Updates Automatically
Chapter 7 Checking for Rates and Updates Automatically If you have set the rates and updates scheduler to automatically check for and download updates, a status icon will display in the header bar along the top of the screen indicating download availability and progress.
Page 158: Using The Rates And Updates Scheduler
Connect+® Series Operator Guide Using the Rates and Updates Scheduler Your Connect+® Series system can be set up to check for and download rates and software updates automatically at a specific time each day. A series of update status icons will appear in the toolbar at the top of the screen when updates become available.
Page 159: Checking For Rates And Software Updates
Pitney Bowes. Checking for Rates and Software Updates When you select the Rates and Updates button on the Home screen, the system checks for available updates and downloads (for example, new graphic images) that it finds.
Page 160: Viewing The Update History
Connect+® Series Operator Guide NOTE: The system may need to restart to complete the installation. Select Install now if you want to install the updates at this time. Follow the prompts to complete the update installation. Select Install later if you want to install the updates at another time. The rates and updates ready for install icon displays in the header bar as a reminder that there are files waiting to be installed.
Page 161: System Setup
8 ● System Setup Personal Settings Changing your Password or Password Hint Adjusting the Touchscreen Brightness and Contrast Calibrating the Touchscreen Application Settings Enabling Tracking Services Prompts Entering the USPS® Mailer ID Internet and Network Settings Viewing IntelliLink® Settings System Settings Advancing the Date Automatically Postal Information Upload Warning Enabling/Disabling the Postal Information Upload Warning and Setting the Thresh-...
Page 162 Chapter 8 Changing the Scale Vibration Setting Zeroing the Scale Resetting the Localization Value Setting the WEIGH-ON-THE-WAY® (W-O-W®) Weight Limit Setting the WEIGH-ON-THE-WAY® (W-O-W®) Mode Setting the Waiting for Envelope Timeout SV62250 Rev. G...
Page 163: Personal Settings
Connect+® Series Operator Guide Personal Settings The Personal settings allow you to customize the touchscreen and display for your use. Login: If users are enabled on your system, you can use this feature to change your pass- word or password hint. Display properties: Use this feature to adjust the brightness and contrast of the touch- screen.
Page 164: Adjusting The Touchscreen Brightness And Contrast
Chapter 8 Adjusting the Touchscreen Brightness and Contrast Follow the steps below to adjust the brightness and contrast of your display on your mailing system. 1. Select the Settings button on the Home screen. 2. The Settings screen displays. If necessary, select Personalfrom the list on the left side of the screen.
Page 165: Enabling Tracking Services Prompts
Connect+® Series Operator Guide Enabling Tracking Services Prompts Use this option to enable tracking service prompts while running mail. You can enable the fol- lowing prompts: Apply label, Enter customer reference, Enter BPOD for Signature Con- firmation, Print receipt, Upload records, and Print postal manifest. 1.
Page 166: Viewing Intellilink® Settings
NOTE: Once exported, the communication setting information is used to set up the SendSuite Xpress™ or Ascent™ interface. Initiate Remote Assistance when instructed by a Pitney Bowes service representative. To access these options, select the Settings button on the Home screen and then select Internet &...
Page 167: System Settings
3. Select Communication Settings. The IP address, Synchronous port, Asynchronous port, Host name, Machine ID, and Machine password for the system are displayed. These fields are automatically populated by Pitney Bowes. 4. If it is necessary for you to export the communications settings, insert a USB drive into an available port on the mailing system.
Page 168: Advancing The Date Automatically
Chapter 8 Users: Use this feature to enable users on your system as well as create, edit and delete users and assign access levels. Configuration: Use this feature to view the status of rates, software, features, and graphic updates on your system. To access these options, select the Settings button on the Home screen and then select Sys- tem.
Page 169: Postal Information Upload Warning
Connect+® Series Operator Guide default. b. Select am or pm. c. Select OK. 6. Select Done to return to the Home screen. Postal Information Upload Warning If you have enabled the postal upload warning the system will alert you when the number of postal information files reach the threshold that has been set.
Page 170: Setting The System Clock
Chapter 8 If you have a fast network connection and uploads are going quickly, you can raise the threshold if you feel the warnings are appearing too frequently. This will allow the system to create more files before the warning appears. 1.
Page 171 Connect+® Series Operator Guide Default Job Timeout -The default job timeout option allows you to specify how much time you want to allow the system to remain idle before it the default job is reloaded on the Run Mail screen. The default timeout is 20 minutes. If necessary, this timeout can be dis- abled.
Page 172: Energy Star
Pitney Bowes is committed to designing and manufacturing energy efficient equipment because it lowers the operating costs and helps preserve the environment. As an ENERGY STAR® Partner, Pitney Bowes has determined that the Connect+™ Series system meets SV62250 Rev. G...
Page 173: User Roles And Access Rights
Connect+® Series Operator Guide the ENERGY STAR® guidelines for energy efficiency with the optional (no charge) of an automatic SHUT DOWN mode. This minimizes energy consumption in compliance with the 2009 revised ENERGY STAR® standards for the mailing equipment category. How is the ENERGY STAR®...
Page 174: Enabling User Logins
Chapter 8 Enabling User Logins Set up at least one user with a password to protect your system from unauthorized access. 1. Select the Settings button on the Home screen. 2. The Settings screen displays. Select System from the list on the left side of the screen. 3.
Page 175: User Role Setup
Connect+® Series Operator Guide 1. Select the Settings button on the Home screen. 2. The Settings screen displays. Select System from the list on the left side of the screen. 3. Select Users. 4. Select Add new. The Create Users screen displays. 5.
Page 176: Editing A User
Chapter 8 Print refill receipts Print refill summary Reset batch counter Reset IntelliLink Factory Settings Withdraw a meter 1. Select the Settings button on the Home screen. 2. The Settings screen displays. Select System from the list on the left side of the screen. 3.
Page 177: Deleting A User
Connect+® Series Operator Guide 6. Select the user attribute you want to edit. Username: Select this option to make changes to the name of the user you have selected. Password: Select this option to require, remove or change the password for the user. NOTE: Passwords are required for users with supervisor access.
Page 178: Turning Off User Logins
Chapter 8 Turning Off User Logins Turning off user logins will disable all system security. Account passwords, if used, will be disabled and all system functions will be unlocked. User information will be stored on the sys- tem, should you want to enable users again at a later date. NOTE: Supervisor access rights are required to manage users.
Page 179: Hardware Settings
Connect+® Series Operator Guide Hardware Settings The Hardware settings allow you to view general information about your system and to adjust hardware settings. General - Select this option to view the model and serial number or to change the meter name.
Page 180: Zeroing The Scale
Chapter 8 Zeroing the Scale You may need to zero the scale if the scale will not display zero weight. NOTE: Always make sure there is nothing on the scale when the system is powered up. At power up, the system will automatically zero the scale. 1.
Page 181: Setting The Weigh-On-The-Way® (W-O-W®) Mode
Connect+® Series Operator Guide Setting the WEIGH-ON-THE-WAY® (W-O-W®) Mode If you have a Connect+® 2000or Connect+® 3000mailing system, there are two WEIGH-ON- THE-WAY® (W-O-W®) mode settings: normal and precision. Normal is the default mode. Precision mode allows you to obtain a more precise measurement of the weight and dimensions of your mail pieces.
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Page 183: Maintenance
9 ● Maintenance Installing a New Tape Roll Refilling the Envelope Sealant Bottle Refilling the Tape Sealant Bottle Moistener Maintenance Cleaning or Replacing the Moistener Pad Assembly Adjusting the Wetness of the Sealer Cleaning or Replacing the Moistener Wick Printer Maintenance Printing a Test Sample Cleaning the Print Heads Low Ink Warning...
Page 184: Installing A New Tape Roll
You can install a new roll before the system actually runs out of tape. CAUTION: If you do not use Pitney Bowes supplied tape, you will not be able to deter- mine when the tape is running out and this may cause a jam. The red stripe on the tape noti- fies you that you are running low on tape.
Page 185 Chapter 9 7. Tear or cut (preferred method) off the end of the new roll tape to leave a straight edge. 8. Drop the new roll tape into the well. Make sure the leading tape edge comes up from under the roll and to the right. 9.
Page 186: Refilling The Envelope Sealant Bottle
When you receive this message, your system can still seal approximately 50 envelopes. NOTE: Pitney Bowes recommends using E-Z Seal® Sealing Solution because it helps keep your moistener tank clean and improves sealing performance. 1. Open the supplies cover and lift out the envelope sealant bottle. The bottle is located to the far left of the tape roll.
Page 187: Refilling The Tape Sealant Bottle
Refilling the Tape Sealant Bottle Refill the tape sealant bottle when your E-Z Seal® Sealing Solution is running low. NOTE: Pitney Bowes recommends using E-Z Seal® Sealing Solution because it helps keep your moistener tank clean and improves sealing performance.
Page 188 Connect+® Series Operator Guide Connect+® 1000 and Connect+® 2000 Systems 1. Lift the feed cover. 2. Push down on the moistener pad assembly button. 3. Grasp the moistener pad assembly and pull it straight out towards you. SV62250 Rev. G...
Page 189 Chapter 9 4. Clean the moistening pad by running the pad under warm water. 5. Replace the existing clean moistener pad assembly, or install a new one by pushing the assembly back on its track until it snaps into position. NOTE: Verify that the moistener pad assembly is perfectly level with the feed deck.
Page 190: Adjusting The Wetness Of The Sealer
Connect+® Series Operator Guide Connect+® 3000 Systems 1. Lift the feed cover. 2. Pull up on the top release lever. 3. Use the blue notch to pull on and open the moistener deck. 4. Grasp the moistener pad assembly and slide out and away from you. 5.
Page 191: Cleaning Or Replacing The Moistener Wick
Chapter 9 1. Select the Settings button on the Home screen. 2. The Settings screen displays. Select Hardware. 3. Select Sealer. 4. Select the Sealer settings tab. 5. Select and drag the control button to adjust the wetness. 1 is the driest setting; 9 is the wettest.
Page 192: Printer Maintenance
Connect+® Series Operator Guide NOTE: Verify that the moistener pad assembly is perfectly level with the feed deck. 9. Close the feed cover. 10. Replace the envelope sealant bottle and close the supplies cover. 11. Select OK. Connect+® 3000 Systems 1.
Page 193: Cleaning The Print Heads
Chapter 9 4. Select either the Ink Cartridges or Print Head tab. 5. Select Print test sample. To print the test sample on an envelope, place an envelope of the feed deck and select Start. To print the test sample on tape, select Tape. 6.
Page 194: Out Of Ink Warning
Connect+® Series Operator Guide The Low Ink warning initially displays when there is only enough ink for approximately 10 days of mailing. You can choose to ignore this warning. The Low Ink warning displays again approximately two days before the ink runs out. You can print about another 300 postage indicia or leave the mailing system running for six days without printing.
Page 195: Replacing The Ink Cartridges
Replace the ink cartridges once you receive the low ink or out of ink warning. WARNING: Use Pitney Bowes ink cartridges to ensure best printer performance. Other ink cartridges may cause: poor print quality, rejected/returned mail and uncovered service expenses.
Page 196 Connect+® Series Operator Guide 3. Pull the ink cartridge straight out. 4. The system warns you that the ink cartridge is not installed. Select Clear message. 5. Remove the new ink cartridge from its packaging. SV62250 Rev. G...
Page 197 Chapter 9 6. Hold the ink cartridge with the label facing upright and push into place. 7. Close the ink cartridge cover. 8. Select Print test sample to verify that you have installed the ink cartridge correctly. 9. Check the test sample. If the lines are solid and unbroken, the sample is acceptable. Select Image is OK - Done.
Page 198: Replacing The Print Heads
Connect+® Series Operator Guide Replacing the Print Heads If you have cleaned the print head and changed the ink cartridge and the print quality of the test sample is still not satisfactory, replace the print head. 1. Select the Settings button on the Home screen. 2.
Page 199 Chapter 9 8. Lift the blue print head handle up to a vertical position and then lift the print head straight up and out. 9. Remove the new print head from its packaging. Shake the print head three times. SV62250 Rev. G...
Page 200 Connect+® Series Operator Guide 10. Insert the new print head. The print head contact must be facing toward the front of the mailing system. Make sure the blue handle is down. During installation, only apply pressure to the center of the print head. SV62250 Rev.
Page 201 Chapter 9 11. Push the blue latch back until it stops. 12. Close the printer cover. The system will begin to prepare the print head. This process may take several minutes. 13. Once the print head preparation is complete, you will be prompted to print a test sample on an envelope.
Page 202: Aligning The Print Heads
Connect+® Series Operator Guide Aligning the Print Heads If your system has a color printing module, you should perform a print head alignment after you replace the print heads. The print head alignment can be done for both envelope and tape, envelope only or tape only.
Page 203 Chapter 9 4. Select the Pattern number: field. a. Enter the number of the best aligned pattern. b. Select OK. c. Select Next to continue. 5. Repeat steps 3 and 4 to print the second vertical test pattern. 6. If the alignment was successful, a message appears indicating that the print heads have been vertically aligned to print on envelopes.
Page 204 Connect+® Series Operator Guide 14. Select Tape to print the first horizontal test pattern. a. Select the Pattern number: field. b. Enter the number of the best aligned pattern. c. Select OK. d. Select Next to continue. 15. Repeat step 14 to print the second horizontal test pattern. 16.
Page 205 Chapter 9 been vertically aligned to print on envelopes. Select Next to continue to the horizontal alignment. 7. Place an envelope on the feed deck and select Start to print the first horizontal test pat- tern. 8. Select the Pattern number: field. a.
Page 206: Replacing The Ink Pad In The Waste Ink Tray
Connect+® Series Operator Guide Replacing the Ink Pad in the Waste Ink Tray Ink is deposited in the waste ink tray during the print head cleaning process. The system will alert you when the ink pad in the waste tray is nearing full capacity. Once the ink pad is full, you will not be able to process mail until the pad has been replaced.
Page 207 Chapter 9 NOTE: Be sure to wear the rubber gloves to prevent ink from transferring to your hands. 6. Slide the waste ink tray out from beneath the printer module. 7. Remove the old ink pad and ink pad tray. SV62250 Rev.
Page 208 Connect+® Series Operator Guide 8. Place the old ink pad and ink tray in the plastic bag provided and discard. 9. Place the new ink pad and ink tray in the waste ink tray. 10. Slide the waste ink tray back in place beneath the printer module. SV62250 Rev.
Page 209: Turning Off Spot Black (#2) Printing
Chapter 9 11. Select Ink pad replaced on the touchscreen to confirm that the waste ink tray pad has been replaced. 12. Select Done to return to the Home screen. Turning Off Spot Black (#2) Printing If the spot black (#2) ink cartridge is out of ink, a special Out of Ink warning will appear indi- cating that printing mail has been disabled to avoid damage to the system.
Page 210: Reactivating Spot Black (#2) Printing
Connect+® Series Operator Guide 1. Select Turn off spot black (#2) ink printing when the Out of Ink warning appears. NOTE: If the "out of spot (#2) ink" warning error appears on the Run Mail screen, select Turn off spot printing to view the Out of Ink warning. 2.
Page 211 Chapter 9 WARNING! Do no open any covers unless prompted to do so. Opening covers out of turn or otherwise interfering with the system will result in a series of error messages that may require the system to be restarted. 4.
Page 212: 10 ● Troubleshooting
10 ● Troubleshooting Troubleshooting: Envelope Feeding Clearing an Envelope Stoppage Troubleshooting: Envelope Sealing Troubleshooting: Tape Feeding Clearing a Tape Stoppage Troubleshooting: Printing Troubleshooting: Postage Refills Troubleshooting: Touchscreen Response Contacting Pitney Bowes...
Page 213: Troubleshooting: Envelope Feeding
Connect+® Series Operator Guide Troubleshooting: Envelope Feeding Description: More than one envelope is feeding. Possible Cause Solution Remove some of the envelopes Too many envelopes are on the and test with a smaller stack. feed deck; envelopes are not stacked properly on the feed deck. Slant the envelopes slightly to the left (shingled).
Page 214 Chapter 10 Possible Cause Solution 1. Clear the envelope stoppage. Larger envelopes are being fed with the shorter edge first (portrait 2. Set the default feeder speed to orientation). Reduced. Envelopes are skewing, and If shearing and stoppages stopping in the feeder area. continue to occur, seal the envelopes prior to running mail and continue to run in...
Page 215 Connect+® Series Operator Guide Possible Cause Solution The crease on the folded contents Be sure to compress all "puffy" of the envelopes is not sharp envelopes before placing them on enough, which results in "puffy" the feed deck. envelopes. 1. Place the envelope on a flat sur- face.
Page 216: Clearing An Envelope Stoppage
Chapter 10 Clearing an Envelope Stoppage Envelope stoppages can occur in the feeder area, WEIGH-ON-THE-WAY® (W-O-W®) area or printer area of your mailing system. When an envelope stoppage occurs, an error mes- sage will display indicating the area where the envelope has stopped. Clearing an Envelope Stoppage in the Feeder Area 1.
Page 217 Connect+® Series Operator Guide 3. Lift up the lower release lever and remove the envelope. NOTE: Depending on how badly the envelope is damaged, you may need to replace it. 4. Make sure the feed deck is clear and the lower release lever is down. 5.
Page 218 Chapter 10 Clearing an Envelope Stoppage in the WEIGH-ON-THE-WAY® (W-O-W®) Area 1. Lift the feed cover. 2. Lift up the W-O-W® transport release lever and remove the envelope. SV62250 Rev. G...
Page 219 Connect+® Series Operator Guide NOTE: Depending on how badly the envelope is damaged, you may need to replace it. 3. Make sure the W-O-W® deck is clear and the release lever is down. 4. Close the feed cover. 5. Select Resume printing to continue processing mail. Clearing an Envelope Stoppage in the Printer Area 1.
Page 220: Troubleshooting: Envelope Sealing
Chapter 10 NOTE: Depending on how badly the envelope is damaged, you may need to replace it. 3. Make sure the printer deck is clear and the release lever is down. 4. Close the printer cover. 5. Select Resume printing to continue processing mail. Troubleshooting: Envelope Sealing Description: Envelope(s) not sealing or not sealing properly.
Page 221 Connect+® Series Operator Guide Possible Cause Solution 1. Check that there is enough E-Z System is not filling with E-Z Seal® Seal® sealing solution in the Sealing Solution (Connect+® 3000 envelope sealant bottle. Refill if systems only.) necessary. 2. Re-install the envelope sealant bottle.
Page 222: Troubleshooting: Tape Feeding
Chapter 10 Possible Cause Solution Check that there is enough E-Z There is a obstruction in the moist- Seal® sealing solution in the ener pad assembly area. envelope sealant bottle. Remove or lift the moistener pad assembly. Verify that there is no interference with the pad, that the pad is wet and that there is E-Z Seal®...
Page 223: Clearing A Tape Stoppage
Connect+® Series Operator Guide Possible Cause Solution Tape moistener brush is dry due to Remove the tape sealant bottle and air block in tubing. re-install. Repeat as necessary until tape moistener brush becomes wet. Description: Tape button is not available on the Run Mail screen. Possible Cause Solution You have selected a mode (such...
Page 224: Troubleshooting: Printing
Chapter 10 2. Press the blue tape lever to the left and remove the stopped tape. 3. Close the printer cover. 4. Select Resume printing to continue printing tapes. Troubleshooting: Printing Description: No postage is printing. Possible Cause Solution You are running a seal only job. Select a different job.
Page 225: Troubleshooting: Postage Refills
Connect+® Series Operator Guide Possible Cause Solution Envelope is skewing on the feed Ensure the thickness adjustment deck. knob is adjusted to correspond to the envelope thickness. Move the side guide close to, but not touching, the envelope. Troubleshooting: Postage Refills Description: Postage refill cannot be completed.
Page 226: Error Messages
Chapter 10 Possible Cause Solution You have a graphics and per- Graphics and permit-only printing sys- mit-only printing system. tems do not print postage. Postage refills are not required on these sys- tems. Troubleshooting: Touchscreen Response Description: Touchscreen is not responding to touch commands, or is not responding at all. Possible Cause Solution The touchscreen needs to be cal-...
Page 227: Contacting Pitney Bowes
Bowes contact information. Remote System Assistance If you are unable to correct a problem with your Connect+ Series system, the Pitney Bowes Support Center can instruct you on providing remote access. Once you provide author- ization, the center can connect to your system and troubleshoot the problem.
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Page 229: A ● Glossary
A ● Glossary Automatic Meter Refill A feature that allows you determine the amount of postage you want transferred to your meter during each refill and you choose the dollar amount at which you want a refill to occur. When the postage balance in the meter drops to the amount you have set as the low funds value, the meter automatically downloads the amount you set.
Page 230 ENERGY STAR® guidelines for energy efficiency. E-Z Seal® Sealing Solution The envelope moistening solution recommended for your mailing system. You can order E-Z Seal® sealing solution from the Pitney Bowes Supply Line™. SV62250 Rev. G...
Page 231 Glossary Funds The amount of money in your Postage meter (Postal Security Device - PSD). Funds Available The amount of money available for postage on your mailing system. Funds Used The amount of money used for postage since the mailing system was first installed. Ink Cartridge Cartridge containing the ink used to print on an envelope or tape.
Page 232 Non-postal jobs do not print postage. Postage by Phone® System The Pitney Bowes system that allows you to purchase postage remotely and down- load it to your mailing system. Postal Inscriptions...
Page 233 Glossary Postal Security Device (PSD) The postage meter on your mailing system is a Postal Security Device (PSD) that incorporates the latest technology approved by the United States Postal Service to secure funds. This technology eliminates the need to perform physical inspections thereby making the system easier and more convenient to use.
Page 234 Glossary USPS Mailer ID This 9-digit number is required when using Electronic Return Receipt. To get this number, you need to submit Form 5053, Bulk Proof of Delivery to the USPS. USPS® The Unites States Postal Service. Weigh-on-the-Way™ (WOW) A mail weighing mode that weighs mixed mail as it passes along the feed deck and applies the appropriate postage.

This manual is also suitable for:

Connect+ 3000 Connect+ 2000

Pitney Bowes Connect+ 1000 Operator's Manual

Table of Contents

2 ● Creating and Managing Jobs

3 ● Running Mail

4 ● Accounting

5 ● Reports

6 ● Adding Postage

7 ● Rates and Updates

8 ● System Setup

9 ● Maintenance

Quick Links

Chapters

Troubleshooting

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Questions and answers

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Summary of Contents for Pitney Bowes Connect+ 1000