Owner Delivery Preference setting - Print or Email


Owner Delivery Preferences determines if letters and statements generated for the owner are printed or emailed.


Step By Step

1. Under the Main Menu options; select the Portfolio

2. Click on Owners

3. Select an Owner 

4. Click Actions then Edit Owner 

The settings page will open and allow the choices to be selected

  • The option highlighted in blue is the one that is selected.
  • When completed Save or Cancel

cancel_button.PNG    save.PNG


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