When you are sending emails, you have the option of generating a letter which will be created from your Word Document Template and turned into a PDF file for the consumer.
For details on how to edit the Word Document Template click the link to the how-to article provided below.
How the email is sent to the consumer is up to you. There are four options under the drop down for Attachment Options.
The options are described below:
- Attach PDF with no password - The PDF is attached to the email without a password
- Attach PDF with last 4 of SSN as password- The PDF is attached to the email and uses the last 4 digits of the SSN as a password.
- Attach PDF with custom password - this option allows you to set a custom password such as a combination of the last four of their SSN and their zip code.
- No Attachment (PDF is available online) - e email is sent without an attachment. The PDF is generated and added to the consumers account which will be visible when the consumer logs into the portal.
Hint: We recommend using the Generate the file, but do not include in email option for multiple reasons
- Including attachments in emails can increase the likelihood that it is flagged as SPAM.
- Sending without attachments is faster and puts a lighter load on the mail servers
- If you include an attachment, you will not be able to know if the user opened it. By having them login into the website to view the document you can verify what documents were opened and when they were opened.
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