Digital delivery
The electronic document comes from the same production run.
Digital statements, notices, and tax documents are generated in the same cycle as print, posted for the account holder, and paired with email notification.
One composition, two channels
Print and digital match because they are the same document.
When the electronic document is produced separately, the two channels drift. Optria composes once and outputs both, so a customer or member looking at a PDF sees what was mailed.
- Electronic statements and notices
- Electronic tax documents
- Email notification of availability
- Archive where the environment supports it
DOCUMENTS
Statement · July 2026PDF
Statement · June 2026PDF
1099-INT · 2025PDF
Annual privacy noticePDF
Email notification sent Aug 3, 7:02 AM. Delivered. Opened Aug 3, 8:41 AM.
Adoption
Moving account holders to electronic delivery is a production question.
Enrollment messaging can run inside the statements already being produced, so the institution is not paying for a separate mailing to ask people to stop receiving mail.
FIRST COMMUNITY
STATEMENT OF ACCOUNT
Beginning balance$3,080.00
Deposits and credits$1,240.00
Withdrawals and debits$101.14
Interest paid$0.00
Ending balance$4,218.86
CD maturing September 14. Your 12-month certificate renews automatically unless you contact the branch. Current 13-month rate: 4.15% APY.
Year end
Tax documents delivered in both channels on the same schedule.
Year-end production runs through the same process as the monthly cycle, with the same delivery record on the digital side.
Tax document
FORM 1099-INT
INTEREST INCOME · 2026
1 Interest income$412.66
4 Federal income tax withheld$0.00
8 Tax-exempt interest$0.00
Talk about digital delivery.
Tell us how documents reach account holders today and where the print and electronic versions come apart.
Talk about digital delivery →