Use an owner’s File Link to give them access to their available receipts and disbursement reports. Copy the link from the correct owner’s profile and send it directly to that owner.
Share the correct owner’s link privately
The link provides access to financial documents. Check the owner and recipient before sending it; keep it out of public pages, shared templates and messages to other owners.
On this page: Copy and send the link · Expired links and missing reports
Copy and send the owner’s File Link
- Go to Contacts > Owners and find the owner.
- Select the owner’s name to open their profile. Check that the name and associated properties match the intended recipient.
- Find File Link. Right-click the File link text and select your browser’s Copy link address option. Copy this link rather than the profile page’s address.
- Paste the link into an email to the owner, check the recipient and send it.
Expired links and missing reports
The owner’s link has expired. What should I do?
Owner report links are described as valid for 30 days. Return to the owner’s profile and copy the currently offered File Link. If that link is also rejected, contact support to refresh access; forwarding the old email will not resolve an expired link.
A report is missing. Should I run the disbursement again?
No. Check the saved owner statement and disbursement reports first. Copying a File Link does not create a missing report or record a payment. Give support the owner, property and reporting period if an existing report is unavailable.