Publish with Inosio

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See help document R-781 Publish to Inosio for more information about publishing to the Inosio portal.

If you publish to the Legacy portal please see document R-782 Publish to Legacy for more information.

Contact Inosio

The first step is to contact Inosio to set up your owner portals.

In Promas

Once you have your owner portals established with Inosio, uploading statements and documents is done through Publishing in Promas.

You will first have to go to Setup, Database Settings, Publishing tab.

In Publishing Method choose Inosio or Inosio, Copy to Email.

The Publishing button is available from any screen or function in Promas.

Click on Publishing to bring up the Basic tab for publishing to Inosio.

Publishing, Basic tab

Click Publish to upload to the portal.

Click Send Activity and Documents to just upload those, not publish statements.

•	The right side of the screen shows what is scheduled based on parameters you establish on the Advanced tab.

•	The bottom indicates any documents entered in the Document Manager on the Publishing Details tab.

To set up parameters for publishing, click on the Advanced tab.

Advanced tab

Publishing Settings

General tab

Last Published -- This is the last date that information was uploaded to Inosio. It will be set to today’s date after publishing. (If the date is in the past, all appropriate statement uploads will take place based upon the owner and tenant settings and the date will be updated.)

Owner Statements tab

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Default Monthly Owner Statement – If no statement style is selected owners will get the statement identified in their profile. Owners with no statement selected in their PROMAS profile will get the statement style selected here. Owners marked "Do Not Publish to Internet" in their profile will not get a statement.

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Annual Owner Statement -- You can select from the drop down list an annual statement profile that all owners will receive for end of year. If left blank, owners will get the statement identified in their profile. Annual statements are generated when the January monthly statement is due. Select the End of Year statement.

•	Generate Monthly Statements / Annual Statements / Publish Recent Activity -- The checkboxes, when marked, indicate what statements and activity will be generated when appropriate.

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Monthly Statement Closing Day -- If blank the statement closing date will default to the last day of the month. When a day is entered, statements generated, regardless of the day done, will be through that date. Thus choosing 12 would generate a statement starting the 13th of last month through the 12th of this month. All statements are based on the same schedule. Choosing 28, 29, 30, 31 defaults to the last day of the month.

Do the same for tenant settings if applicable.

Integration Settings

•	Enter your User Token from Inosio here.

•	Processing Options relate to tenant payment processing.

•	Enabled Features relates to portal functions. Mark the checkboxes as appropriate.

Publishing Details tab

The checkboxes indicate choices you made on the Advanced tab, Owner and Tenant Statements.

Upload Manager

See help document R-396 Document Manager for information on how to add documents to upload to the portal.

Owner / Tenant Statement Message

This brings up a screen where you can enter a note to add to the beginning of each statement. The checkboxes allow you to be prompted to change the message each time you publish or to repeat the message every month.

Open Email Publishing will bring up a screen to enter email settings.

See help document R-720 Email Documents for information on entering your email settings.