Send Inosio your Owner Statements from Promas
Promas publishing and document integration
Rohan
Last Update há 6 meses
Promas Publishing
The Promas and Inosio publishing integration has remained the same user experience for Promas users as it was with legacy providers.
If you need detailed instructions on how to do that Promas is your best resource.
For a refresher please continue reading.
Ensure Inosio is configured in Promas.
Navigate to Set Up > Database Settings > Publishing > Select 'Inosio'.
Click on 'Publishing' > Select the 'Advanced' tab > Select 'Publishing Settings'
This configuration will allow you to simply click 'Publish' in Promas to both generate monthly statements AND send them to the Inosio portals.
Manually create statements then send.
Create you owner statements like normal in Promas. When you click Publish it will drop them into your 'Publishing Folder'.
You can run multiple statement types, restrict to one owner, etc.
When you're done producing and reviewing statements (or other documents) you simply need to send them to Inosio.
Navigate to 'Publishing' then review the document count in the blue text.
Select the 'Send Documents' button and watch them go!
If there are any errors please contact support for assistance.