Updated: 2020-07-21
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.)
We have written these instructions because our clients have asked for them. However, we advise the cautious and responsible use of batch email as described on this page for the following reasons:
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.