Can the cover letter be amended on a case by case basis?

Question

Can an Annual Statement cover letter be amended on a case by case basis?

Answer

The Annual Statement cover letter can be amended prior sending an annual statement to your client. This can be done by uploading the cover letter to the Annual Statement. Additionally, the existing template can be downloaded, edited and then re-uploaded.

 

Uploading cover letter to an Annual Statement.

Note: When added a cover letter directly to an Annual Statement the cover letter codes are not updated, i.e. the cover letter will display as is.

  1. Navigate to the Annual Statement (Menu > Corporate Messenger > Annual Statement > Select the appropriate Annual Statement)
  2. Select and expand Refresh
  3. Select Choose File and locate the cover letter
  4. Select Update Cover Letter, then Save

Download existing template

  1. Navigate to the Annual Statement (Menu > Corporate Messenger > Annual Statement > Select the appropriate Annual Statement).
  2. Select and expand "Refresh".
  3. Select an download the Cover Letter
  4. If no .docx document displays an administrator will need to update the below setting to Docx. File
    Menu > Corporate Messenger > Product Settings > Annual Statements > Add cover letter for Annual Statement package as. Note: The client will still receive the cover letter as a PDF.
  5. Once the setting is update, remerge the Annual Statement and repeat from Step 1.

 

 

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