About SecureFile

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Many organizations use tools that produce large PDF reports, filled with individual reports for each recipient that includes each recipient’s unique ID number. For example, a school's student information system may output one large PDF file containing report cards for each student. Each report card will have the student's ID number somewhere on the page. These reports are typically printed and e-mailed to each individual.

Secure Document Delivery (SDD) allows you to automatically slice (burst) large PDF reports, containing multiple member reports, into individual reports and then email each individual report to the corresponding contact in the database. SDD matches individuals to their portion of the PDF report using their ID number. Additionally, SDD can protect each individual report by requiring recipients to enter a password to open the file.

When using Secure Document Delivery, there are two possible methods of creating your document. One requires the creation of a template created by our support team. The other is a self-service option that allows you to create a document without needing assistance from our support team. Both options are highlighted in this document, however if you do not see an option you wish to use on your account, please contact your account manager to discuss.

Report Requirements

Reports must meet the following requirements to be used with SDD:

· SDD only supports PDF format. The report must be a native PDF file. It cannot be an image file, or an HTML file saved as a PDF.

· Each recipient's unique ID must be present in the report.

· If using a template, the location of the unique ID field, in the report, must not change from recipient to recipient. This requirement does not apply to self-service documents.

· All content being delivered to a specific user must be on consecutive pages (for example, the data for Karina West must be pages 41 to 44 rather than having the data on pages 41, 44 and 86).

· The Unique ID must be present on at least the first page of each recipient's report. It can be present on multiple pages in any single report, but it must appear on the first page of each report.

· The unique IDs must match what is currently in the Communicate database.

· The report file must be smaller than 100 MB in file size.

· There must be the same number of pages for each recipient’s report in the PDF if using a template to create the document. This restriction does not apply to self-service documents.

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