Sending Welcome Emails Using TSDE

TSDE (Taskstream Data Exchange) allows you to create prepaid accounts in bulk via a spreadsheet upload for students and faculty within your organization.

If your institution chooses to purchase student accounts, Taskstream will create specific TSDE key codes that are provided for a specified time period for a specific number of users based on the number of subscriptions purchased in advance.

When creating accounts, you have the option to immediately send welcome emails or forego sending welcome emails until a later time. If you choose the latter option, you can send welcome emails when appropriate by following the steps outlined below.


Accessing System Administrator and TSDE from Taskstream

To begin, open the System Administrator page.


Enter your System Administrator login credentials and click Login. These credentials are different from your Taskstream login credentials. You can verify your credentials by contacting our Support Team by clicking Submit A Request (subject: System Admin login).


In the System Administrator menu, click TS DataExchange.



Sending Welcome Emails

In the TS Data Exchange main menu, select the View File Import History link.


Click the date of the import for which you wish to view the email status.


Select the Send Welcome Emails button.


The results that generate are only users that have either not been sent a Welcome Email previously or have not responded to a Welcome Email within the last 24 hours. The last column will display the last date and time that a welcome email was sent to the user.

You can resend the email as a reminder to users who have not yet accessed their accounts. In the results page, check the box at the top of the list to select all of the users, or check individual boxes to select specific users. After making your selection, click the Send to Selected button.


The Welcome Email shows the account username and provides a link to reset their password.  

Welcome Email Template:


Welcome to Taskstream by Watermark!

Your new account has been successfully created.

Please save this email for your records.

Your username is: _USERNAME_

Please click the link below to start using your account:

For assistance with using the Taskstream by Watermark tools, we encourage you to visit the Help Center to access a collection of resources including online help, frequently asked questions, guides, as well as information about how to get additional support. You can access the Help Center by clicking Help at the top right of your Taskstream home page, or by going to

***This is an automated email, please do not reply***

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