One of our clients can’t find their emailed statement and asked that we send another. Is there an easy way to accomplish this?
Statement Manager provides the ability to start an email with a statement attached to it. The To field is automatically populated with the client’s email address.
To email a statement via Statement Manager
In the Quick Launch, search for and select “Statement Manager.”
On the Statement tab, select the statement you want to send.
From the Quick Clicks pane, in the Take Action group, select Send Email.
Note: The Send Email option is not available if multiple statements are selected.
