In the Actions drop down menu, select Send Email to Contacts.
If the contact(s) selected do not have an email address on file, whose communication preferences specify DO NOT EMAIL, or if the contact has been marked as deceased, there will be a warning message at the top of the screen indicating the number of contacts to whom an email will NOT be sent.
Select the desired "From Email Address"
Select the desired statement template (the same templates are used both for email and print publications).
Enter a Subject for the email (e.g. Your Statement is Ready).
(Optional) Updates to the statement template can be made directly in the Email Contacts screen, however, you will not be able to send a test email to view these changes. For further instruction on editing templates, refer to the View/Edit Statements HERE.
Click Send Email.
A message will appear that your email has been sent.
Continue to Document Management HERE for further instruction.