Owners - Filters


Communications for owners can be sent via email, or generated in a PDF to be sent by postal mail. The owners preference can be updated on the owner profile. 


Step By Step

1. Click Portfolio then Owners. Select the owner to update. 

2. Click Actions then Edit Owner 

3. Under Delivery Preference, update your selection. 


The option highlighted in blue is the one that is selected.

4. Click Save when complete. 



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