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First ensure that the PDF Creator application is installed; click here for more information

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1. Emailing 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 the AgencyCloud, displaying document options over the Letter Generator

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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 need to carry out another task with the letter, such as to save it to AgencyCloud, see following section

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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title	2a. Save as PDF

- Select Save as PDF

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:

- Click No

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title	2b. Click & drag from Desktop to Letters

- 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

The new PDF will be displayed and accessible in the Existing letters and files area of the Letter Generator window

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Right-click over the document for further options, such as Rename, Delete, Print

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