Using the SafeQuard PDF Mailing Service ======================================== .. _bulk_upload: This feature allows you to protect multiple PDF files simultaneously by uploading a single CSV manifest file. .. warning:: DEMO & ACCESS WARNING The bulk sending webpage are part of a demonstration environment. - The page is **password-protected** and not accessible to the public. - To request access or for more information about this feature, please contact our support team at `support@pqcee.com `_. .. raw:: html

Try our Mass Mailing PDF Sender.

Feature Overview ----------------------- This function is designed for batch processing. You provide a list of recipients and the corresponding PDF files, and the system applies the configured protection (encryption, watermarking, etc.) in one operation. **Workflow:** #. Prepare a CSV file with the required format. #. Prepare all PDF files you wish to upload. #. Upload the CSV file and all PDFs together in a single session. #. The system processes the files and confirms the operation. CSV File Format ----------------------- The CSV file must be formatted exactly as described below. Incorrect formatting will cause the upload to fail. .. list-table:: CSV Column Definitions :header-rows: 1 :widths: 15 50 35 * - Column Name - Description - Example * - ``name`` - The recipient's name. - ``Alice Bob`` * - ``email`` - The recipient's primary email address. - ``user@example.com`` * - ``filename`` - The exact name of the PDF file to be uploaded for this recipient. - ``Quarterly_Report.pdf`` **CSV Example:** .. code-block:: text name,email,filename John Doe,john.doe@company.com,Report_Jan.pdf Jane Smith,jane.smith@company.com,Presentation_Final.pdf .. important:: - The header row **must** be exactly ``name,email,filename``. - The ``filename`` must exactly match the name of the PDF you are uploading (including case sensitivity). Uploading Files ----------------------- .. raw:: html

Navigate to the Mass Mailing PDF Sender.

#. Upload Manifest CSV file and PDF files. #. In the file dialog, select your prepared CSV file **and** all PDF files referenced in the CSV. #. Enter your Email Subject for the email to be sent. (This field is required) #. Enter your Email Message. .. tip:: - You can select multiple files by holding ``Ctrl`` (Windows) or ``Cmd`` (Mac) while clicking. - You can use ``$name`` to reference the name in CSV file, so email would address to the recipient. #. The system will validate the CSV format and check that all referenced PDFs are present in the upload batch. #. Click **"Start Processing"** to start the batch operation. Processing & Confirmation -------------------------------- After clicking "Start Processing", the system will: #. Validate the CSV structure. #. Match each CSV row with the uploaded PDF by filename. #. Apply the protection to each PDF. #. Display a summary of successfully processed files and any errors encountered (e.g., file not found, invalid email format). .. note:: The original PDFs are not modified. Uploaded PDFs will be deleted after being sent out. Important Notes & Restrictions -------------------------------------- - **File Size Limits:** Each PDF must be under 20 MB. Total batch size (CSV + all PDFs) must not exceed 500 MB. - **Supported PDFs:** Only standard, non-password-protected PDF files are supported. - **Processing Time:** Large batches may take several minutes to complete. Do not close the browser tab during processing. .. warning:: Currently emails will be sent from donotreply@a0580d1b-901d-4439-8a68-d78b1fea0139.as1.azurecomm.net (azure test account)