Text Statements

You can customize Text statements to include the information and options you want.

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Customize and Select Bidders

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Custom Content

Click the Custom Content tab to add text to the header and footer of the text statements. This is the only screen where you can enter custom text for text statements.

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Select Recipients

Click the Select Bidders tab and use the Choose Bidders functionality to select the Bidders to receive email statements.

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Preview the Statement

Click a Preview icon on the Select Recipients tab to see what the statement will look like.

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Make any necessary changes to the statement.

When you are ready to send the statements to the selected bidders by text, click Text Statements.

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A popup window will appear asking you to confirm sending the statements. Click Continue.

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A message will appear notifying you that the statements are being sent.

A success message will flash at the top of the screen after the statements have been sent.

Last Updated: 12/10/2018, 6:22:56 PM