Page Comparison

1. Generate letter to send via email (as usual)

Create letter in AgencyCloud, as usual

• Click Save (from Word document)
  AgencyCloud is displayed with save options

• Select E-mail PDF and click Accept

  

• The following screen is displayed:

  

2. Select recipients

The select recipients panel allows any roles involved in the selected record to be chosen and new email addresses entered
For example: for an offer letter - along with the negotiator’s email address, applicant, vendor and solicitor email addresses would usually be offered here

From the screen shown in step 1, in the select recipients panel:

• Click each section to expand and tick the required contacts with an email address
  Contacts cannot be selected if no email address is stored for them

• New address - use this field to enter any further email addresses, separated by a comma

• Hide/Bcc recipients - tick this box to add the recipients to the Bcc field on the email
  This prevents the recipients addresses from being displayed on the email
  Leaving the box un-ticked will add all selected/entered recipients to the To field

  

3. Add subject line, message body, template type & attachments

From the screen shown in step 1:

• Send - Attach as PDF to - select to send a Blank E-mail
  or click the drop-down menu and choose a template (where available)

• Subject - enter a subject line for the email

• Attachments - click the paperclip icon to the right

  • Add attachment from this device - browse to find the required letters/files on your device

  • Add attachment from Property (available from AgencyCloud 12.168+)
    allows letters to be attached that are currently saved in the Existing Letters & Files panel of Letters screen of the record you are currently using (e.g. property)

4. Preview and send

When steps 1 - 3 are complete:

• Preview - allows the email to be checked before sending

• Send - sends the email to the selected recipients