Setting Up Your Account To Send Envelopes & Reminders - Step-By-Step Guide In this article Please see attached for step-by-step instructions on sending envelopes and setting up reminders. How to Design & Send An Envelope 0721.pdf 10 MB Download Related articles My Settings - Adding Company & Contact Information How do I know how much I will be spending before actually sending out my incentives? I have finished my project and would like to transfer the funds to a different project. How do I add funds to my account? Can I revoke an envelope? Comments 0 comments Please sign in to leave a comment.