Step-by-step instructions

How to access ePost for companies.

  
Chapter 1

Introduction

These instructions help you in setting up ePost for your company.

To successfully complete the set-up process, we recommend following the step-by-step guide from start to finish and scrolling on the website. If you still want to jump to a specific chapter, you can use the “Table of contents” navigation section at the top of the page to go to the relevant chapter.

Summary of the chapters

  1. Introduction
  2. Register company for ePost
  3. Verify company
  4. Activate digital letterbox
  5. Activate ePost Scanning Service
  6. Set up ePost SmartSend
  7. Activate ePost eArchive

If you have any questions or problems during the step-by-step introduction, you can also contact KLARA Support.

We wish you every success with the set-up and look forward to welcoming you and your company to ePost soon.

  
Chapter 2

Register company for ePost

Step 1: To register your company for ePost, open the following link: https://app.epost.ch/

If you already have a SwissID, you can log in to ePost with your SwissID and register your company for ePost. As an alternative to SwissID, you can also log in with your KLARA account.

If you do not yet have a SwissID or a KLARA login, you can create a KLARA login via the “Register” button.

registration en


Step 2: After verifying your email address, you can register at https://app.epost.ch/, open your company and follow the registration steps.

If your company does not have a UID number, you can also open your company without a UID number under “I would like to enter my data manually”.

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Chapter 3

Verify company

Your company is verified in levels-of-trust stages so that postal secrecy is also maintained in the digital world.

You can order the verification code in the ePost application as follows:

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The code will be sent to your company address by post. Please note that it may take a few days for the code to arrive with you.

Do not order a new code before the letter has reached you. Each time you request a code, the old one automatically becomes invalid.

    
Chapter 4

Activate digital letterbox

With the “digital letterbox” widget, you can receive digital mail from various senders who work with Swiss Post and KLARA. This includes health insurance companies, insurance companies, banks and government bodies. You will find further information under the following article:
KLARA support - digital letterbox


Step 1: Register company in ePost


Step 2: Verify company


Step 3: Activate the “digital letterbox” widget free of charge:

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digital letterbox en


Step 4: In the digital mailbox settings you will find “Mail activation”, which has to be initialised to receive digital mail. You can also set up an e-mail notification there so that you do not miss any mail.

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Chapter 5

Activate
ePost Scanning Service

With the scanning service from ePost you have the option of receiving your letter post digitally too.


Step 1: Register company in ePost


Step 2: Verify company


Step 3: Activate the “digital letterbox” widget free of charge


Step 4: Activate “scanning service” widget:

Scanning Service en

After 3-4 working days, you should receive your first digital letters at app.epost.ch

If you already have a KLARA business account, you can also log in via KLARA and activate the “digital letterbox” and “scanning service” via the Widget Store.


Step 5: Under the “User” menu, you have the option of adding further users and giving them permission to read and manage mail.

Add User en

 

Related content

        
Chapter 6

Activate
ePost SmartSend

With the "ePost SmartSend" widget, you can send letters and invoices via the most popular channels ePost app, eBill and physical letter.
Swiss Post takes care of all the processing and delivery of your items.


Step 1: Register company in ePost


Step 2: Verify company

After successful login you will get to the overview page, from where you can directly access ePost SmartSend. If your company address has not yet been verified, you must first verify your address via the "Verify company" button.

01_smartsend_verifizieren

For verification of your company address, we will send you a physical letter with an activation code. Please note that it may take a few days for the code to reach you. As long as your address is not yet verified, you will see the status "Verification pending" on your overview page.

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Once you have received the code by mail, log in to ePost again. Then click on the button "Verification pending" to get access to ePost SmartSend by entering the activation code.


Step 3: Activate the "ePost SmartSend" widget:

In order to use ePost SmartSend, you have to activate the corresponding widget once. To do this, click on the "Activate SmartSend" button.

You will now be redirected to the widget store and can subscribe to the ePost SmartSend widget for free. Once the widget is activated, the button "Open SmartSend" will appear on your overview page.

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You can now access ePost SmartSend at any time via this link.

Now you are ready to send your first letters and invoices via ePost SmartSend!

Related content

      
Chapter 7

Activate
ePost eArchive

With the eArchive widget, you can archive your documents electronically to comply with the Ordinance on Business Records (GeBüV) and in an audit-proof way. You can also manage your digital mail with the eArchive widget and, if required, assign access rights to individual users too.


Step 1: Register company in ePost


Step 2: Verify company


Step 3:Activate “eArchive” widget There are two options available for this:

eArchive Basic

With eArchive Basic, you and all users with administrator rights can file and manage documents and digital mail. Access management to individual folders or documents is not possible.

eArchive Plus

With eArchive Plus, you can assign individual permissions to folders or documents and thereby limit the access rights of individual users. Company administrators continue to have access to all documents.


Step 4: With the upload function, you can upload locally saved documents as well as digital mail to your eArchive.

Upload Files en

 

Support

Do you require additional support setting up ePost?

The KLARA support team will be pleased to help you.