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Owner Delivery Preference setting - Print or Email



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 


  • 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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