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improvements
2 years ago

🚨 Changes to Owner Statement's Are Coming - Here's What You Need to Do

🥳 This update is equal parts exciting as it is important 🥳

After listening to amazing feedback from our customers, we went and started building what we believe is a refined Owner Statement that you and your clients will love. There are two elements that we're excited to update you on - the reformatting of new Owner Statements, and the ability to hide owner details on Owner Statements.

Reformatting of new Owner Statements

First there are a couple of short steps you will need to take to ensure your banner/logo images appear professionally on your new statement and give it the face lift it so deserves. You will need to take these steps before July 7th otherwise it will update automatically.


To make this process as easy as possible we have made a short 2min video that you can follow along with or if you prefer you can follow the steps bellow.

  1. Navigate to your Company Settings page
  2. Under the 'Communications' menu, select New Owner Statement Options
  3. Select your logo alignment, and upload your logo using the button provided
  4. Select Save. You will then be redirected back to your Settings page

For more information about the reformatting of Owner Statements you can go through our knowledge base article here.


Avatar of authorCaleb