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Preferred Delivery Method
This clients/client portals setting allows you to designate a default PDF report delivery method for your clients. If you are generating PDF reports for multiple accounts at once on the accounts page, this setting allows you to make sure clients receive files according to their preferences.
When you generate your PDF reports, Tamarac Reporting can print the reports or post them to a client portal according to your client's preferences. You have the following options:
Post.This option allows you to post reports to the client portal by default for the client.
Download.This option saves the reports to your computer by default so you can print them and mail them to your clients.
Download and Post.This option posts the reports to the client portal by default for the client and also saves the reports to your computer so you can print them and mail them to the clients.
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 on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.