Hello sevans,

Before sending your statements, you’ll see the Send Forms window. In this window, you can review the statements you want to send and change your email template or message. Once you’re ready, you can click the Send Now button.

If there is any missing information, like an email address, a dialog box will pop up. You’ll need to supply the correct information before you can proceed. The entire email process will be canceled if you click on the Cancel button.

I've attached a few screenshots of how it looks like.

Let me know if you have other questions.