To find the Review Statements Before Delivery window - To be Emailed view


  1. Click Print/Email Statements in the Sales Command Center.

  2. The Review Statements Before Delivery window appears. Continue to step 3.

    -- OR --

    If you marked the Reports & Forms preference Always Display Advanced Filters Before Sending Forms (to find the preference: Setup > Preference > Reports & Forms), the Advanced Filters windows appears.

    Make the appropriate selections in the Advanced Filters window and click OK to display the Review Statements Before Delivery window.

  1. Click the To Be Emailed tab.