All files containing customer or shop account data must be sent as password‑protected documents in order to reduce risk of unauthorized access.

Procedure for Sending Files

1. Convert the file to a protected document before sending (See “Steps to Secure a File” below)

2. Use the “Secured File” Quick Reply

3. Do NOT include shop ID anywhere in the email subject line/body

Steps to Secure a File

Open the document you need to send

Go to File > Save As

Do NOT include the shop ID in the file name. Use Shop Name + Description of File (example: Bloom Florist – Order Report)

Change the file type from CSV (Comma delimited) (*.csv) to Excel Workbook (*.xlsx)

Click More Options (below the file name field)

Select Tools (next to the Save button)

Choose General Options

In the Password to Open field, enter the 8‑digit Shop ID

Click OK, then Save

See the video below for visual instructions:

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