Before you can use the MOVE Agent Wizard, you have to create an account. This account must be renewed every year. To create or renew an account, you must complete a Processing Acknowledgement Form (PAF) and submit it to Satori Software. Satori Architect automatically generates this form. If possible, Satori Architect can also electronically submit this form and immediately provide you with a login ID and password.
This form is required by the USPS. As a licensee, Satori Software cannot waive these requirements under any circumstances.
There are three types of Move Update accounts:
- List Client - A client is someone who owns the list(s) they process using Move Update Service.
- List Broker/Agent - For organizations that process lists on behalf of third parties and return them to the list owners.
- List Administrator - For organizations that process and retain third party lists.
List Owners
Before you can start processing, create a Move Update account. To create a Move Update account as a list owner, do the following:
1. Run the MOVE Agent Wizard by opening RPCleansing.exe (typically located in C:\Trans\NewRemoteprint\)
2. On the Sign On screen, select and click Next.
3. On the Customer Type screen, select List Owner. Click Next.
4. Enter your company and contact information in the wizard, then click Next. The wizard will process your address with address correction.
5. Satori Architect displays the Review PAF Form screen. You must review or print this form before the Next button is enabled. Once you have reviewed the PAF, click Next.
6. The wizard will electronically submit the PAF. If successful, the wizard will display the Account Activation screen. Select the check box that states that you agree with terms of the PAF and click Finish.
7. A dialog box will display your login ID, password, account balance and expiration date. Write these down in a secure place, as you will need them to run the MOVE AGENT Wizard.
List Brokers/Agents/Administrators
Before you can start processing, you must create an account and register your clients. To create a Move Update account as a list broker/agent/administrator, do the following:
1. Run the MOVE Agent Wizard by opening RPCleansing.exe (typically located in C:\Trans\NewRemoteprint\)
2. On the Sign On screen, select Create Account and click Next.
3. On the Customer Type screen, select List Broker/Agent or List Administrator, depending on whether you process and return a customer's list or keep it and perform mailings for them. Click Next.
4. Enter your company and contact information in the wizard, then click Next. The wizard will process your address with address correction.
5. Satori Architect displays the Review PAF Form screen. You must review or print this form before the Next button is enabled. Once you have reviewed the PAF, click Next.
6. The Account Activation screen will display. Select the check box that states that you agree with terms of the PAF and the check box that states the list owner agrees with the PAF. Click Finish. The wizard will electronically submit the PAF.
7. If successful, the wizard will display a dialog box will display your login ID, password, account balance and expiration date. Write these down in a secure place, as you will need them to run the MOVE Agent Wizard.
When renewing accounts, select the client whose account you want to renew. After selecting Renew Account and clicking Next, the wizard will display a list of all your registered clients. Select one and continue through the wizard to create the PAF, then submit it to Satori Software.
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