Can Margin's monthly accounts go to a lender by themselves?

Yes, when your company uses Margin and Margin sends documents to Galley. Set the report's Comes from to Margin's monthly accounts. When Margin's accounts for a month are filed in your data room, by someone from the Inbox or by themselves once you keep them updated, a copy goes to the lender's folder and that month is sent. A quarterly report takes the accounts for the quarter's last month.

A month still waiting in your Inbox doesn't count yet: the lender's page says so, with Open the Inbox, and so do your reminders. If Margin sends a corrected month, the lender's copy gets it as a new version, unless your team has replaced that copy by hand. Galley also checks every hour for months that haven't reached a lender.