There are instances when you don’t want to invite the property owner to the portal. However, you need to send important reports such as owner statements to them.
Below are the step-by-step processes on how to send an owner statement without inviting the owner to the portal:
- Go to the Reports section
- Search the Owner Statement
- Select the Date – Month/Year and Owner and click ‘View Report.’
- Once the report has been shown, you now have the option to Email the report
- Click ‘Email report’ > Add the email address of the recipient, subject, and message
- Note: This email will be sent as a PDF attachment to the provided email
- If you want to receive a copy of the email/report > Tick the ‘Send me a copy of the email’ box
- Once done, click ‘Send Report.’