This article walks you through sending student documents — like report cards or progress reports — securely to parents and guardians. You'll upload one bulk PDF, the system matches each page to a student, and every family receives only their child's document through a secure link.
🟡 Note: You'll need at least one active template before you can send a delivery. If you haven't set one up yet, see Create a Secure Document Delivery Template.
Step 1: Set up your delivery
Navigate to Mass Communication > Secure Document Delivery
Click the New Delivery button in the top right corner
Complete the required fields (marked with asterisks):
Delivery Name — an internal label like "Q1 Report Cards — Fall 2025." Parents never see this.
Template — choose the template for this delivery. The template determines who gets notified, the message content, and any verification settings.
Master PDF — drag and drop your bulk PDF, or click Upload PDF to browse. This is the single file containing every student's document.
Expiration — pick the date the secure links stop working. The default is 30 days out. Documents become inaccessible after this date.
Click Go Next
🔴 Important: The Master PDF has a maximum of 9,000 pages. Larger files will be rejected — split them into multiple deliveries.
Step 2: Review your match results
The system automatically reads the student identifier from each page and matches it against your roster. While it works, you'll see "Matching documents to your roster..."
When matching finishes, summary cards show the totals — students matched, recipients, emails, and SMS messages — and the results are grouped into tabs:
Matched — the page matched a student who has at least one reachable contact. These families will receive the delivery.
No Recipients — matched a student, but none of their contacts have contact info on file. The Reason column explains why. Will not be delivered.
Unrecognized — an identifier was read from the page, but no matching student was found. Will not be delivered.
Extraction Failed — no identifier could be read from the expected region. This tab lists each affected page number with the error (for example, "No text found in region"). Will not be delivered.
Click any student row to expand it and see the contacts on file. Contacts receiving the delivery show their email and phone; anyone who can't be reached is flagged with "No contacts on system."
Click the eye icon on any row to preview that exact page from your uploaded PDF.
🟢 Tip: Only the Matched tab gets delivered — it's worth a quick scan of the other tabs before moving on. A high number under Unrecognized or Extraction Failed usually means the identifier isn't where the template expects it on those pages, or the PDF layout doesn't match the sample used in the template.
When you're satisfied with the results, click Go Next.
Step 3: Review and send
The final step shows a message preview on the left and a summary on the right.
Preview your messages: Use the dropdown to pick any matched student and recipient pair, and see exactly what that recipient will receive with all merge tags filled in. Toggle between Email and SMS to check both.
Choose when to deliver:
Now — sends immediately when you confirm
Schedule — pick a future date and time
Check the summary card: Confirm the file, expiration, matched recipient count, and channels look right. If any students were excluded, the count shows here in red.
When everything looks good, click the blue Deliver Documents button (or Schedule Documents for scheduled deliveries). You'll land back on the dashboard, where you can watch the delivery status and open rates.
⚪ Changed your mind on a scheduled delivery? Find it on the dashboard and use Cancel Schedule from the row menu.
ℹ️ Want to track who opened their document? See Understanding the Delivery Report.