Before you can email Fund Statments:
- Statement Type must be set to Email in the Fund Advisor record.
- You must fill out the fund_statement_email_body field within System Data -> Site Custom Content.
- Select Funds from the Home page.
- Click Fund Statements.
- Select a Statement Date or create a new fund statement.
- Click Email All.
- Once the fund statement batch print job is finished, fund statements will be emailed to all fund advisor's who have their statement type set to Email.
- You can verify that the fund statement(s) have been sent by viewing the fund advisor's log.
- Fund statement email logs will read, "Statement email sent to __(email address)__ for __(year-month)__."