Back Home > Advisor View > Reports > Dynamic and PDF Reports > PDF Template Customization > Assigning Templates > Assign a Default Report Delivery Method
|
Back |
Home > Advisor View > Reports > Dynamic and PDF Reports > PDF Template Customization > Assigning Templates > Assign a Default Report Delivery Method
|
Assign a Default Report Delivery Method
|
|
You can set a default PDF report delivery method for your clients. When you generate your PDF reports, Advisor View can print the reports or post them to a client portal according to the preferences of your client.
You have the following options:
Post. When you select this item, Advisor View will post reports to the client portal by default for the client.
Download. When you select this item, Advisor View will save the reports to your computer so you can print them and mail them to your clients.
Download and Post. When you select this item, Advisor View will post the reports to the client portal for the client and also save the reports to your computer so you can print them and mail them to the clients.
POST TO FTP FOLDER. If enabled for your firm, you can post PDF reports to an FTP folder to make them available to third-party document management systems. For more information, see Post PDF Reports to an FTP Folder.
To set a default report delivery option:
On the Accounts menu, click Clients / Client Portals.
Click the name of the client where you want to set the preferred delivery method.
Click the Client Portal tab.
In the Preferred delivery method list, choose the delivery method for the selected clients.
Click Save.
To generate a PDF report using the default report delivery method:
On the Accounts menu, click Accounts.
Select one or more accounts where you want to generate a report and then, in the Actions list, click Generate PDF Report.
In the Delivery Method list, choose Use client preferred delivery method.
Complete any other settings for the report, and then click Generate Report.
