The e-Reports module provides the ability for you to use custom template messages when distributing statements or other documents to clients. This saves you time from composing individual messages when e-mailing clients.

You can modify the subject and body of the template messages so that they fit with your company’s stationery standards.

To do this, open the e-Reports module and then click on Options at the top of the page.

You can then edit the subject and body of the e-mail to your likely. To confirm the changes, click on Post. 

If you wish to edit the <tags> in the message, please contact support for assistance.