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Sending and Viewing Owner Statements

Use owner statements to review or send statement details for one or more owners over a selected date range.

Written by Dylan Telson

Send Owner Statements

  1. Go to Companies from the sidebar navigation.

  2. Click Actions.

  3. Select Statements.

  4. Choose whether you want to print or email the statements.

  5. Select the statement start and end dates.

  6. Select the owners you want to send statements to.

  7. Click the send button to send statements to all selected owners.

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