SPX Best Practices

Registration Email

Custom registration email messages should include several important elements. Registration email messages should clearly indicate:

  • The name of the sender.
  • Your company name (as specified on the Template Name page of the wizard).
  • An indication of when the recipient can expect to receive the message.
  • Contact information, or a link to a FAQ in case the recipient has questions.
  • Information indicating that the recipient must register to obtain a password.
  • Any additional information that will assist the recipient in understanding that they are receiving a legitimate request from a trusted sender.

Encrypted email - Unencrypted Message Content

Certain file types cannot be opened by opened by Acrobat Reader when attached to encrypted SPX email messages. These file types include, but are not limited to:

  • .zip
  • .exe
  • .bat
  • .dll
  • class
If you select the Attach original email to PDF option when configuring the Encrypt the message using SPX on the Main Action page of the wizard. It will ensure that recipients can save and easily reopen their own unencrypted copy once they have received and successfully decrypted an SPX message.

PDF Cover Pages

To make your own cover pages, you can use PDF creation software such as:
  • Adobe Acrobat
  • Cute PDF
  • Primo PDF
  • Microsoft Office (may require the "Microsoft Save as PDF or XPS "add-in)
  • PDF Creator
  • Open Office
General guidelines for PDF cover pages include:
  • Cover pages should be saved in PDF 1.5 (or newer) format.
  • Text indicating that the content is included on following pages, and is encrypted.
  • Information on how to view any included attachments.
  • Information on whether the recipient can create a secure reply to the message, with instructions on how to do so.
  • No more than two pages in length.
  • Should include the name of your company, contact information, and your company logo.
  • Should include an embedded link to your corporate website.
  • The page should have graphics or text that span the full length of the page, so that it is always obvious that the cover page is not blank. This could occur, for example, when a user whose PDF reader default settings include opening at a high zoom. The cover might appear blank if opened and zoomed in on the whitespace at the bottom.
  • Support contact information in the event that the recipient encounters any difficulties.

Supported PDF Readers

Supported PDF readers include Adobe Reader 7.0 and later on Windows. Adobe Reader 9.0 or later is required if you select 256-bit encryption in the SPX Template Wizard. For more information, see "Encrypted PDF Options." Other PDF readers may work, but are not supported.