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Table of Contents
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Content
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Video
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Member Statement Wizard
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Use Case(s):
A Membership Director wants to send an additional Event Flyer with their Statement Emails.
The Club wants to attach a Newsletter to their Statement Emails.
Event Registration forms are sent with Statement Emails to help accelerate the registration process.
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The Member Statement Wizard will launch.
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Select the applicable Month and Year of the Statement Email being sent.
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Output Settings
Uncheck Print Statements, and change the Output Settings to Attach PDF (Rich).
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Click, Next.
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Member Selection/Statement Details
On the next screens, select Members who are configured for an Email Statement, and the applicable Statement Details settings as normal.
Please Note: For more information on selecting Members and the Statement Details screen, please see our End of Month - Month End Wizard guide.
Adding the Attachment
Attach additional attachments in the form of a Hyperlink within the body of the Statement Email by following the below instructions:
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2. Highlight the Text that will serve as the hyperlink, and choose the Insert Link
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3. Click the Browse Icon to Upload/Browse to the desired PDF or JPG file.
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4. To upload the desired file, select the Upload
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5. Navigate to the desired file and choose Upload.
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6. Once upload is complete (Finished at 100%), Close the Upload screen.
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7. Select the newly uploaded file and choose Insert.
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8. The URL to the file will be loaded automatically. Click OK to finish inserting the Hyperlink.
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9. The Text highlighted previously will now link directly to the uploaded file.
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Sending the Email
Once the necessary attachments have been inserted, select Finish to send the Email.
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Past Due Messages
The Office System has the ability to place canned Past Due Messages on any Member’s Statement who is over 30, 60, or 90 days past due. Please follow instructions below to create/update a Past Due Message.
To create/update a Past Due Message:
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