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Owner Delivery Preference setting - Print or Email

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Description:

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

 

How To Get There:

Under the Main Menu options; select the Portfolio

Click on Owners

Step By Step:

  • Select the Owner
  • Under the Actions button 

Actions.PNG

  • click Edit Primary 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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