The code doesn’t have to be anything specific - to prevent having to input a code each time you send a mailing you can put a default code in. Open Docmail > go to Options > in Default PO reference input any text for e.g., N/A
What’s the difference between the portal and the driver?
The portal can be used via the website and is only compatible with template letters and uploads of data. On the other hand, the driver can be used directly from Microsoft Word by clicking on File, Print…
Who is responsible for setting profiles?
You can set your own profiles when using Docmail for anything that you regularly send.