[Mass Comms] Introducing Secure Document Delivery

Overview Say goodbye to printing, stuffing envelopes, and hoping documents make it home! Secure Document Delivery lets you electronically send student-specific confidential documents - report cards, progress reports, attendance letters, schedules, and more - to verified parents and guardians, all from one bulk PDF upload.

The paper chase ends here Sending confidential documents home has always been expensive and unreliable. Printing and postage add up, staff spend hours preparing mailings, and there's no way to know if a document actually reached the family. Secure Document Delivery replaces that entire workflow with a tracked, verified, digital one.

Upload once. The system does the rest. Here's the workflow:

1. Create a template: Set up a reusable template with your student identifier type, who should receive documents, notification messages, and delivery channels
2. Upload your bulk PDF: Use the same PDF you already generate - one file containing all students' documents
3. Automatic splitting and matching: The system reads the student identifier on each page, splits the PDF by student, and matches each document to the right parents and guardians
4. Secure delivery: Families receive a secure access link via email and/or text message
5. Track and follow up: See exactly who opened their document and who hasn't, so you can follow up only where needed

Verified access for peace of mind Before viewing a document, parents verify their identity using the method you choose: Student ID, Date of Birth, Last Name, or Zip Code. Once verified, they can return to the document as many times as needed until the link expires on the date you set.

Built-in safeguards

• Missing contact info surfaced: Students who match but have no guardian contact information appear in a separate tab so you can handle them manually
• Template locking: Lock a template so staff can see the notification message but can't change the content or channels before sending - perfect for sensitive document types
• Separate permissions: Control who can manage templates versus who can only send deliveries using existing templates

Per-recipient tracking Your delivery reports show open status for each individual guardian with timestamps - not just whether the batch was sent. No more blanket follow-up calls; you'll know exactly which families need a nudge.

Perfect for

• Report cards and progress reports
• Attendance letters and truancy notices
• IEP and 504 notices where delivery auditability matters
• Student schedules
• Any student-specific confidential document you currently print and mail

Where to find it Head to Mass Communications > Secure Document Delivery. Admins can set up templates from the Templates page, and staff can start a new delivery anytime with the New Delivery button.

Less printing. Less postage. Less manual work. And full visibility into who got what, when.