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    Error Individual Statements to Profile Folders Key path 2 in HEAD info has no value when Saving Statements to Profile Folders
    • 17 Jan 2023
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    Error Individual Statements to Profile Folders Key path 2 in HEAD info has no value when Saving Statements to Profile Folders

    • Updated on 17 Jan 2023
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    Article summary

    When saving fund statements to profile folders using the Create Individual Documents process, the following error occurs:

    'Individual Statements to Profile Folders Key "path2=" in <HEAD> info has no value'


    Create individual documents process, here :
     

    Answer:

    This issue occurs due to how the data for fund statements was exported out. In order to save to profile folders, you need to export out fund rep data. You do that by exporting out a fund representative type as shown below. It does not have to be the specific type shown here but does need to be a code selected there.

    If you check the checkbox for Export one statement per fund, then profile\fund rep data will not be exported out and thus you will not be able to save statements to profile folders.

    You will need to change the setting, re-export out the data, re-merge the letter and use that new letter in the Create Individual Documents process to save to profile folders.


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