Owner Delivery Preference setting - Print or EmailFollow
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
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