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🎬 September 2018 Client Webinar - Investor Statements

Some takeaways:
- Create and edit investor statement templates (02:16)
- Add contact information and disclaimer (06:35)
- Choose fields to add to template (07:25)
- Add Text Area (07:43)
- Compare Line Break vs. Page Break (08:50)
- Differentiate Investment Summary Details vs. Table (09:43)
- Remove and reorder details (10:23)
- Add Grouping (12:40)
- Filter and sort options (14:04)
- Define Column Headers (15:30)
- Create statement (16:43)
- View statement batch (19:00)
- Publish statement(s) (22:45)
- Notify investors via email (23:14)
- View statement on Investor Dashboard (25:08)
- Q&A (27:37)

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