Resident Statements Procedures

Topics Setting Up Report Names for Resident Statements Downloading Tokens Files for Resident Statements Creating Templates for Resident Statements Uploading Templates for Resident Statements Adding Email Templates for Resident Statements Configuring Resident Statements Generating Resident Statements Emailing Resident Statements

This section describes how to set up, generate, and email a custom resident statement. You should perform procedures in the following order:

1	Set up the report name.

2	Download the tokens file.

3	Create the template.

4	Upload the template.

5	Add an email template (optional).

6	Configure the statement.

7	Generate the statement.

8	Email the statement (optional).