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Knowledge Base

Sending Cards One by One via Email

Step 1: Log in to your IDMS account and tap “Card Records” from the navigation menu on the left. On the Card Records page, tap “Record(s)” on the preferred template.

Step 2: On the “Card Record Dashboard” page, click the “Invite” button on the preferred card record to send the email invitation.

Step 3: You can preview the email before sending it to the recipient. Once you’re satisfied, simply click the “Send” button to send the email.

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



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