How do I E-Mail Fund Statements or Letters instead of printing them?
  • 05 May 2023
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How do I E-Mail Fund Statements or Letters instead of printing them?

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Article summary

Is there a way to e-mail fund statements or letters directly to individuals?

Answer:
Currently in FIMS there is not a feature to send an e-mail of a fund statement or letter. This can be accomplished in Microsoft Word by going to Mailings>Finish & Merge. The attachment option can be used which will send each statement as a Word document.



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