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Knowledge Base

Sending Cards One by One via Email

IMPORTANT! Please note that you have to design your card template and import card data BEFORE you can send cards. Please also make sure that card issuance is set to “Institution-Issued”. Self-issued cards cannot be sent via email as they can only be installed through App Search.

Step 1: Log in to your IDMS account and click on “Card Records” from the navigation menu on the left. Once you are on the Card Records page, click on “Record(s)” for your chosen template.

Step 2: Once on the “Card Record Dashboard” page, click on the green button called “Send” located under the “Action” column for the card that you’d like to send.

Step 3: Once you have selected the card you would like to send, a preview of the email that will be sent to your recipient will pop up. Here you can see when the card was last sent (if ever), verify the recipient’s email address, and review the email subject and content. After you have reviewed the information in the email you can proceed to click on the “Send” button.

If you have any other questions regarding sending cards via email, please do not hesitate to chat with us!



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