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This guide has been reviewed against our global client base and classed as relevant to all regions |
Letters created in
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AgencyCloud can be converted to PDF files, saved and emailed
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First ensure that the PDF Creator application is installed; click here for more information
1. Emailing a letter as a PDF Create the letter, as usual, via AgencyCloud: |
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options over the Letter Generator
Select E-mail PDF
A new email will be created with the letter attached as a PDF file
Complete the email and click Send
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| - If you have finished with the letter, close the document in Word - If you need to carry out another task with the letter, such as to save it to AgencyCloud, see following section |
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2. Saving a letter as a PDF Create the letter, as usual, via AgencyCloud: From the Word document, click the Save button
The screen will switch back to AgencyCloud, displaying document options over the Letter Generator, as shown in 2a
Follow steps 2a - 2c to save a letter as a PDF to Reapit Agency Cloud
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| - Select Save as PDF |
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A window will be displayed allowing you to save the file: - Save the file to your Desktop - Enter a File name - Save as type should remain set to PDF document - Click Save The PDF will be created:
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- Click No |
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| title | 2b. Click & drag from Desktop to Letters |
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| - Leaving the Letter Generator window open, minimise all open windows to view your Desktop - Click and drag the new PDF document over the AgencyCloud on the task bar and drop over the Letters window - The message below will be displayed, click Yes |
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| title | 2c. Document options |
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| The new PDF will be displayed and accessible in the Existing letters and files area of the Letter Generator window |
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 Image AddedRight-click over the document for further options, such as Rename, Delete, Print |
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Letters created in AgencyCloud can be converted to PDF files, saved and emailed |
