Back|
Back |
|
Delivery Method
Use this document posting setting to set how you want to deliver the PDF report to each client.
You can choose from the following options:
Download reports: All generated reports will be available for you to download on the PDF Report Status page if you only selected one account or group.
Post reports to clients: The generated reports will be posted to the appropriate client portals if the portal accounts have been set up. If a generated report cannot be posted to a client portal, the generated report will be available on the PDF Report Status page.
For more information on posting PDF reports to a client portal, see Post a PDF Report to a Client Portal.
Use client preferred delivery method: If you've set a Preferred Delivery Method for the account, Tamarac follows the designated delivery method. If you are generating reports for multiple accounts at once, this method is helpful for making sure clients receive files according to their preferences.
For more information on setting the default delivery method for each client, visit Assign a Default Report Delivery Method.
Download and post to clients: Download all reports on the PDF Report Status page and simultaneously post PDF reports to client portals.
post to FTP: If this option is enabled for your firm, use this option to automatically save PDF reports to a designated FTP folder.
For more information about posting reports to an FTP folder, see Post PDF Reports to an FTP Folder
For more information about posting files from the Accounts page, see Post Documents, Reports, and Other Files to Client Portals.
For more information about generating PDF reports, see Generate a PDF Report.