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 “View Card Records Card Records” 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.
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 has been last sent (if ever), verify the recipient email address, and review the email subject and content. You will need to enter the “reply to” email address so that if your recipient has trouble installing their card, they can reach you by responding directly to this email.
Step 4: After you have reviewed the information in the email and added your “reply-to” email address, 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!