Create a General Report

Use this option for marketing newsletters, general stable announcements, or updates to all owners or contacts.

Go to Owner Update → select New Message
Select General
Choose recipient(s) – single or group
Click Standard Editor
Enter subject and message body
Use the toolbar to:
- Insert photos, videos, links, and files
- Change font, colors, formatting, background, add tables or HTML
Use Modify Recipients to adjust who gets the message
Click Email Preview to review layout
Click Send or Save as Draft

Create visually engaging reports like newsletters, sale or purchase announcements, or event updates.

Go to Owner Update → select New Message
Select General, then choose Page Builder
Hover over the body until the pink line appears → click to add a section
Use the + button to add layout blocks
Customise content:
- Edit alignment, size, colours, links, add a link onto an image to make it clickable and more via the settings icon
- Use the Keyboard Shortcut icon to see quick commands - For example if you want to underline or delete a word in your text, simply find the shortcut buttons from the keyboard shortcut, highlight the appropriate text and simply use that keyboard shortcut for example on a mac to underline a word the shortcut it ⌘+

*Insert a Video Example of a template above made via page builder *

Here is an example of different styles you can do

To create a clickable button:
- Click +, choose Button, edit text and design
- Use the feather pen icon to stretch full width
- Add a link in Settings → paste the URL in the Link box

Add media via URL or upload:
- Click + → Image or Video
- Select from your media library or upload new content
- Optional: add borders or link the media to a web page
Toggle Auto-Save to prevent losing progress

Click Send when ready or Save as Draft

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