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The process for sending PDF letters via email , (updated and enhanced in AgencyCloud 12.167), now allows pre-saved letters/files stored on the current record to be attached to the email along with the already selected PDF

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1. Email a letter as a PDF

Along with the letter you have just selected to send as a PDF via email - further pre-saved letters/files can also be attached to the email using the screen shown below

After choosing to email a letter as a PDF - in Attachments panel:

  • Click paperclip icon (on right)

    • Add attachment from <current record> - 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/tenancy/applicant etc.) - see next step

    • Add attachment from this device allows you to browse to a file on your device
      This option was available in AgencyCloud 12.167

2. Select required attachment(s)

From screen shown in step 1:

  • Select Add attachment from <current record>

  • A Document Management screen will be launched showing all letters/files currently saved in the Existing Letters & Files panel of the Letters screen of the record you are currently using

    • Click on required file then click Select
      To select multiple files hold in Control on your keyboard and click to select

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  • The selected file(s) will be attached

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Excerpt
hiddentrue

The process for sending PDF letters via email , updated and enhanced in AgencyCloud 12.167, now allows pre-saved letters/files stored on the current record to be attached to the email along with the already selected PDF

...