Simple Statement and Newsletter Printing from a CSV

Written by Matt on Friday 15th April 2022

Introduction

[Updated 5 October 2026]

Does your organization need to mail customized paper documents to some or all of your clients? Smaller page count documents like statements mailed to specific individuals on your list, or a general newsletter sent to everyone in your user base?

We say "need" because many organizations have some users who must receive their information in print, even though their customer management systems are often set up to deliver only digital documents. For others, offering a printed option is simply a convenience for clients who prefer paper. Frankly, not enough organizations take this extra step anymore, so those who do send important information in print get out of the inbox and stand out from the crowd.

In this article, "statements" means any custom PDF with information specific to the recipient: financial reports, tax returns, or any other personalized document. The only requirements are that the content is a PDF, so it can be printed on demand, and that it is designed for US Letter size paper.

The mad scientists of print at printMe1.com thought long and hard about how to make this work for smaller offices and groups that need to send mailings regularly to at least some of their clients.

We started with our Simple Print Service™, which until now was designed mainly to print and ship bound materials in a book format. We combined it with our ability to take orders from a CSV upload. That capability already lets you either ship prints of one PDF to many recipients ("One to Many"™) or ship specific PDFs to specific recipients ("Specific to Specific"™), all organized in the CSV and paid for in a single transaction.

Building on those features, we created two new products, stapled and folded prints, that are perfect for mailing lower page count PDFs to a list from a CSV file in a single transaction. They are designed for small offices and organizations sending anywhere from hundreds to the low thousands of pieces, starting as low as $4.99 per US recipient, including printing and postage.

Just upload your PDF or PDFs, then a CSV file with your recipients' addresses and print details, and you can hand off tedious in-house print jobs to printMe1.com. The process is quick and simple, and it produces reliable, professional on-demand printing for personalized documents like statements, financial reports, and tax returns, or for general content like newsletters sent to a membership or client base.

The feature works either way: specific documents to specific recipients, like statements, or the same short PDF to many people, like a newsletter. Everything happens on our site in one transaction. There's no special signup and no sales agent involved. Upload your files, review the details and pricing, and check out. We take it from there!

Both products ship to US addresses by USPS First Class Mail. Your billing name and address appear as the return address, so any undeliverable pieces come back to your office.

Why print at all? Reading on paper improves comprehension, and print is often how clients prefer to receive important information, especially documents worth keeping. This process is simple enough that any organization can offer print to the users who need it.

Because these products mail First Class, they hold fewer pages than our bound options and are priced differently from our standard PDF printing. Stapled prints mail flat in a 12" x 9" envelope and hold up to 120 PDF pages (60 sheets). Folded prints are designed for the smallest documents, mail in a 9" x 6" envelope, and hold up to 16 PDF pages (8 sheets); the sheets are machine folded to fit the envelope. All printing is double-sided.

Stapled and folded prints are only available when ordering with a CSV file. Read on to learn how.

Our Quick Start Guide gives you a fast overview of the steps, followed by more detailed instructions. Like all of our CSV-based solutions, this one is simple to use yet very powerful. If you have questions or need help, please contact us.

Window envelopes in two sizes

Quick Start Guide (3-Minute Read)

Create your CSV. Each row is one print of a PDF going to one recipient. If each recipient gets their own PDF, like a statement, every PDF needs a unique filename, and that filename goes in the recipient's row. Set the binding to "stapled" or "folded" and the shipping to "standard."

[Screenshot: Sample CSV]

Upload your PDFs. Go to printMe1.com and click the green "Start Here" button. To select several PDFs at once, hold Command (Mac) or Ctrl (Windows) and click each file. If you upload one at a time, keep adding files with the green "Upload your PDF" button after the page advances.

Skip the print options. Don't select print type, binding, or quantity; those come from your CSV. Just click the green "Continue" button.

Enter your billing address and click the green "Continue to shipping" button.

Upload your CSV. On the Shipping page, click the orange "Manage Multiple Addresses (CSV)" button. This opens the CSV instructions. When your CSV is ready, click "Choose File" and select it.

Review the recipients. Check each name, address, and print detail. If something is wrong, fix your CSV and upload it again with "Choose File."

Apply the CSV. When everything looks right, click "Replace all shipping details with these __ shipments" (the blank shows the number of shipments in your CSV). You'll return to the Shipping page.

Spot-check shipments. Use the gray drop-down menu to select any recipient and review or edit their details. Click "Continue to purchase" to save an edit, then "Go back" to make more. When you're done, click "Continue to purchase."

Review your order. The Your Order page lists the number of PDFs, the number of shipments, and the details for every recipient. Click "Go back" if anything needs to change.

Pay. Enter your credit card details and click "Complete order." Done!

How Stapled and Folded Prints Work

Stapled and folded prints can only be ordered from a CSV of addresses. You can send the same PDF to every recipient or a customized PDF to each one, all in a single transaction.

Customized prints (statements, tax returns, other personal documents): include the unique filename each recipient should receive in their row of the CSV, along with their address.

The same print to everyone (like a newsletter): filenames are not needed in the CSV.

Print and binding instructions also go in the CSV. See the How-To Guide below for details.

When you complete your order, our site automatically creates a double-sided cover sheet and adds it to the front of each PDF. Side 1 shows the recipient's name and address, with your billing address as the return address. Side 2 carries a privacy pattern so the first page of the recipient's content can't be seen through the envelope.

Our print process is designed to minimize handling from our operators for both the stapled and folded products. Our process does not require either the PDF or the print to be viewed during the print process.

Our process is designed to minimize handling. Our operators never need to view your PDFs or the printed pages during production.

Because the address is printed on the cover sheet, we use full window envelopes: 12" x 9" for stapled prints and 9" x 6" for folded prints. The address shows through the window as soon as the print is inserted and the envelope is sealed. Postage is applied after sealing.

Stapled prints are scanned and receive computer-generated USPS First Class postage for flats. The postage label shows your billing address as the return address and your recipient's name and address as the delivery address, and it is applied over the window.

Folded prints receive regular USPS First Class stamps on the sealed envelope.

With both products, because the pieces travel First Class, undeliverable mail is returned to your return address

Stapled and Folded Print Specifications

Stapled prints in window envelope with postage affixed

Both products print your PDFs double-sided on US Letter paper. The site automatically adds a cover sheet with the recipient's name and address and your billing address as the return address, so your content begins on page 3 (the front of the second sheet).

Page limits differ for black and white versus color because the two use different paper weights, which affects the USPS First Class weight limit.

Stapled Prints

Staple location on US Letter sheet

Envelope: 12" x 9" window envelope

Staple: upper left corner

[Screenshot: Staple location on a US Letter sheet]

Black & WhiteColor
Pages included in base price1010
Maximum PDF pages120100
Price per US recipient$9.99$11.99
Each additional PDF page15¢39¢

Folded Prints

Envelope: 9" x 6" window envelope

Folded prints in window envelopes

Fold: in half, across the middle of the sheet

Fold type: outside fold, so the cover sheet faces out and your page 1 is on top when the print is unfolded

[Screenshot: Folded prints in window envelopes]

[Screenshot: Fold location on a US Letter sheet]

Black & WhiteColor
Pages included in base price44
Maximum PDF pages168
Price per US recipient$6.99$7.99
Each additional PDF page15¢39¢
Fold location on US Letter sheet

How-To Guide

Here is a detailed, step-by-step guide to ordering statement and newsletter printing from a CSV file of addresses, with checkout in a single transaction. If you have questions or need help, please contact us.

Getting Started

You'll need the PDF or PDFs you want printed and mailed, plus a CSV listing your recipients, their addresses, and the printing and binding details for each print.

Formatting Your CSV

This sample CSV creates five shipments, each recipient receiving their own PDF:

Jay Gatsby receives "jaygatsby.pdf," folded.

Tom Buchanan receives "tombuchanan.pdf," folded.

Daisy Buchanan receives "daisybuchanan.pdf," stapled.

Meyer Wolfsheim receives "meyerwolfsheim.pdf," stapled.

Myrtle Wilson receives "myrtlewilson.pdf," stapled.

The shipping type for every row is "standard," which automatically sends stapled and folded prints by USPS First Class in the correct envelope size.

Note: If every recipient gets the same PDF, like a newsletter, you can leave the filename column empty. Our site will print every PDF uploaded in the order and send it to everyone on the list.

Sample CSV:

Column A- Filename

If each recipient is receiving a specific print, this is a very important column. Column A needs to list a different filename for each recipient. You will be uploading all of the different PDF's listed here to start the print job.

If each recipient is receiving a print of the same PDF, Column A can either be blank, or contain the same filename in all rows.

Column B- Quantity

This means the number of prints of the PDF to be send to the recipient. This is usually "1" in most cases.

If you want a specific recipient to receive more than one print, the prints will all mail separately and will not be sent in the same envelope.

Column C- Method

This can be either "bw" or "color".

"bw" means black and white printing for all pages.

"color" means color printing for all pages.

You can use both "bw" or "color" in the same CSV.

Column D- Binding

This column is where you specify "folded" or "stapled". This along with designating "standard" shipping in column E, will cause the prints to automatically be mailed USPS First Class in the proper envelope type.

Column E- Shipping

Choose "standard" for USPS First Class for stapled or folded.

Choose "priority" to ship via USPS Priority. Additional charges will apply per shipment.

Columns F, J, K, L, M, N, O- Required Addressing Columns

These are required recipient address fields. Please make sure these are all completed before uploading.


Columns- G, H & I- Optional

These are optional fields.

Starting a Stapled or Folded Order from a CSV

Once you have your CSV set up and ready to go, your order starts the same way as every other order in our Simple Print Service™ by clicking the green "Start Now" button.

Click the green button to start

Tip: Returning from an earlier session. If you already uploaded a file in an earlier session, click "Continue with my order" under the logo to pick up where you left off. The site won't accept the same PDF twice in one session, and it remembers your earlier activity in your browser.

Continue a previous order

Step 1: Upload Your PDFs

In this example each recipient gets their own PDF, so upload every uniquely named PDF listed in the CSV. To select several at once, hold Command (Mac) or Ctrl (Windows) and click each file.

Select PDF files

A progress bar shows each upload.

Step 2: Confirm and Continue

No choices are needed on this page; your CSV will override them. (Stapled and folded options aren't available here at all; they can only be ordered through a CSV.) Confirm that the correct number of PDFs uploaded, then click "Continue."

Step 3: Billing Information

Enter the billing address for the credit card you'll use to pay. This address also appears as the return address on every print. PayPal can't be used with this feature. Click "Continue to shipping."

Step 4: Shipping

Click the "Manage Multiple Addresses (CSV)" button.

Initiate CSV upload

Step 5: Attach CSV

This opens up a page that displays the CSV instructions (same as in the Spreadsheet Formatting section above) and an upload button to use to attach your CSV file.

Click the "Choose File" button and attach your CSV.

Find and select your CSV file and click "Done" to upload it.

The site reads the CSV and immediately displays each recipient, their address, and the prints they'll receive. In our example, five recipients each receive a different print.

If something in the CSV is wrong, click "Go back without making any changes," fix your CSV, and upload it again.

Step 6: Review and Accept CSV Details

If everything is correct, click the green "Replace all shipping details with these 5 shipments" button. The CSV addresses replace any earlier addresses, and you return to the Shipping page.

Note: With 100 or more addresses, the site may pause for a minute while it calculates everything.

Step 7: Confirm shipment details

The first recipient appears in the gray shipping drop-down, with their details filled in below. Open the drop-down to see every shipment in your order, and select any recipient to review or edit. After an edit, click "Continue to purchase" to save it, then "Go back" to make more changes.

If everything looks good, congratulations! You've uploaded a CSV of addresses. Click the green "Continue to purchase" button.

Pro tips:

If you need to add more PDFs, go back and upload them before you upload the CSV.

Uploading a CSV doesn't change your order until you click the green button to apply it.

If something isn't right, correct the CSV and upload it again.

The total number of shipments appears at the top of the page. Make sure it's correct.

Step 8: Payment

This page shows your order details and total, listed by shipment: the shipping method, the recipient and address, and the prints going to that address. You can change the quantity for any recipient before paying, but remember that extra stapled or folded prints mail in separate envelopes.

This list may be very long. Scroll to review each item. When you reach the end of the list, the payment button will be found. Input your credit card or purchasing card number, and click "Complete Order".

Done! You've just finished inputting a Specific prints to Specific recipients order, and shipping stapled and folded prints on printMe1.com.

Tips and Troubleshooting

Resuming an order in progress

If you started an order and close your window or otherwise are back at the home page, you can proceed to your uploaded PDF's by clicking the link "Continue with my order", found under the printMe1.com logo.

Removing PDF's from an Order

If you have uploaded multiple PDF's and want to remove some of them without starting over, here's how to do that.

Once you have more than one PDF, a dropdown menu is created at the PDF filename area to use to toggle through the PDF's. To remove a PDF, use the dropdown to select it, then click the orange link "Remove this PDF from my order".

Not Generating any shipments after uploading a CSV

As soon as you upload your CSV, the names and addresses should appear almost immediately. If they are incorrect, error notices will appear. That means you should stop and check your CSV. Some common issues:

-The CSV should have a header row, then the data. Or, you can just have the data but be sure to deselect the box "My CSV has a header row". No other cells should be there.

-This feature only works with US or Canadian Addresses. If you have addresses to other countries they will cause an error. Remove those. We can assist with them manually, after the CSV order is placed.

-If you have an issue with the CSV and need some direction or assistance, please contact us. We will reply back and ask for the CSV.

Not generating any print charges after uploading a CSV

A print needs an address to send to. If there is an error in the CSV formatting, you'll see no charge, or unexpected amounts. See the above section to correct it.

Specific recipient content automatically combined with specific addressing cover sheet

Conclusion

Printing and mailing statements and newsletters has never been easier. With printMe1.com, you upload your PDF or PDFs, upload a CSV with your printing and shipping details, and check out in one simple transaction.

To send each recipient their own document, include each PDF's filename in the CSV with that recipient's details, then upload the PDFs. printMe1.com automatically builds a mail piece for each recipient, adding a cover sheet with their address to the front of their PDF. It's ideal for financial statements, tax returns, and other personalized documents sent in large batches.

When everyone receives the same document, like a newsletter, you don't need filenames in the CSV (or you can repeat the same filename in every row). Just upload one PDF and a CSV of names and addresses.

Stapled and folded prints ship by USPS First Class to US recipients. The site automatically creates a cover sheet with your billing address as the return address, and the inside of the cover sheet carries a privacy pattern so nothing underneath shows through. All printing is double-sided on US Letter paper. Stapled prints mail flat in a 12" x 9" window envelope, and folded prints mail in a 9" x 6" window envelope.

If you have questions or need assistance with this feature, please contact us.

"Specific to Specific", "One to Many" and "Simple Print Service" are trademarks of egrafa, inc. D/B/A printMe1.com

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