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
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