It is possible to queue up a batch of emails with attached PDF files from the Client Manager. It is similar to sending an email with an attached PDF of a print set or single form. You will generate a set of emails for your clients. You still need to press Send on each of those messages. (See also the Email a PDF help topic.)
For client communications and advertising we suggest using a third-party email service, such as MailChimp or Constant Contact, as they provide tools to help you comply with Canadian legislation.
The following example shows you how to create a batch email of the PreSesaon letter and checklist.
This part of the process is essentially a batch print using the new print set you just created. Learn more in the Batch print/PDF help topic. Caution! We recommend you limit this process to small batches of clients.
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