Office Document Strategies Blog

Folder Inserters | Selecting The Right Fit

Posted by Joanna Wallace on Wed, Mar 22, 2017 @ 07:03 AM

Folder Inserters are a category of mailing equipment that too many potential users either don't know about or don't understand.  For organizations with a need for repeated mailings in medium to large volumes they can be a substantial time and cost saving solution. FPi 4700 Folder Inserter.jpg

Here's a quick summary of some of the things to consider when looking them over.  

Important Questions

How many different jobs am I going to need to set up for?

What is the highest amount of sheets I am going to insert into one envelope?

  • I need to insert adverts that are half page like a coupon (this will require a 2nd feeder called an insert feeder tray) - put it on your want list
  • I need to insert a second full sheet advert after perhaps an invoice (this will require a 2nd full feeder tray) - Perhaps a third as well
  • My confidential invoices are more than one page what are my choices here as to folding and inserting?
    • Check – Is your printer OMR or BCR (optical mark recognition) capable? (This is the process of capturing human-marked data these barcodes can tell the folder inserter how many pages need to be put together for the one envelope.) Very important for confidentiality and security especially when pages are various sizes coming from different feeders. If this is the case you need to make sure the folder inserter is “OMR” capable as well. You also want to ask how the folder inserter “COLLATES” (In printing, the term Collate refers to the gathering and arranging of individual sheets or other printed components into a pre-determined sequence. Basically, Collating creates consistent, logical sets from multiple parts.)  This means the pages are pulled separately then folded in order together. You also want to make sure your adverts can get nested within or folded on their own.
    • If you manually separate your invoices you may want to staple together to avoid wrong information going into an envelope so your question is, will the folder inserter take “STAPLES?”

I have several different size envelopes and the address location varies -How does this work?

  • How many different folds can the folder do that will assure the address is shown properly in the envelope window
  • Make sure you understand what machineable envelopes are so you don’t create an issue when folding and inserting (example the dreaded invitation style envelopes)= non machineable
  • How user friendly is the machine to be able to set this up if a job changes or does that require a service call.
  • As a vendor, (Leppert Business Systems), we always request samples to test all the client's materials to make sure they meet the unit's specifications. This also stops clients from finding out after the fact the machine can’t do the job it was bought to do.

How do I figure out how robust a machine I need?

Considerations in figuring this out

  • Volume going through the machine.
  • The speed in which you want to complete your projects
  • The complexity of collation.
  • What size paper trays are required to complete job so you are not always having to refill in the middle of a job

What are negatives of getting a machine that does not meet the requirement my jobs?

  • It  will play a factor on wear and tear if you are using too small of a machine.  By undersizing you will experience increased service calls and down time.
  • Also be aware that in some cases making the wrong choice in machine to save on the price tag could end in an increase in its service agreement because it is labour intensive.
  • Throughput will be affected causing more time to be taken to handle the work involved in your mailing process.

What do I need to watch for in machine design? (not all folder inserters are created equal) 

  1. How accessible are the mechanics of the machine not only when it comes to fixing but it’s nice to know when you are trying to clear a paper jam that your hand can get in there and come out unscathed.
  2. How is the paper routed through the machine, the more places it has to go the more likely it will get jammed more often, which in return shuts down your job and costs time, money and irritation.

By being informed about making the right choice you can feel good about your decision and know that you aren’t being “over sold.”   The more you understand about the nature of this type of equipment then the more confident you will become about protecting your buying decision.  Unfortunately not everyone will try to match your needs and some will try to sell you up to more than you need or alternatively "undersell" a lower price for a lesser machine which may not match your volume and feature needs.

Consulting with a knowledgeable provider that can discuss in detail your specific situation will be well worth the effort and time it takes.

Joanna W

FPi 2320 Folder Inserter.jpg




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Joanna W. is a mailing specialist with Leppert Business Systems who provides assistance to clients from across Canada.

Topics: Mailing, mailing equipment