For archiving, and compliance approval purposes, AdvisorStream provides you with the abily to download a PDF version of your newsletter and all articles, this can be done in the Newsletter Builder. Note: You may not have this feature enabled, please email: firstname.lastname@example.org, and a member of our team can assist you.
In this article, you'll learn how and where to download a PDF version of your newsletter.
- Head to your AdvisorStream Outbox
- Locate the newsletter from the folders found on the left-hand-side
- Hover your cursor over the date on the right-hand-side, and click on the Send button (paper airplane icon)
- This will launch you into the Newsletter Builder, click the Email Preview button which will offer a drop-down menu with the option to Request PDFs
Note: PDFs are sent to the email address listed in the Account & Settings >> Basics.
The request may take a few minutes before receiving it while the system processes the request.