Product: Intralinks Filesplit
Applies to: Managers and publishers
Filesplit provides four options for creating postings. The option that you will use depends on the format of the information that the postings will be based upon.
- Your first option is to use a Microsoft Word mail-merge template, along with a Microsoft Excel spreadsheet that contains the posting information for individual investors
- Your second option is to use a PDF document for which textual search was enabled. This PDF must be created outside of Filesplit, and it must contain all the posting documents that you want to send to individual investors. In addition, you must have a Microsoft Excel file that contains a list of unique identifiers for your investors.
- Your third option is to use a PDF document that contains delimiter strings. This PDF must be created outside of Filesplit, and it must contain all the posting documents that you want to send to individual investors. The delimiter strings will be used to determine where the PDF will be split to create individual documents for your investors.
This option is recommended only if your organization is already using it.
- Your fourth option is to use Filesplit as a distribution tool for existing files. That is, the files will not be split but will simply be uploaded to the locations and permissioned to the individuals that you specify.