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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:
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2. Select required attachment(s) From screen shown in step 1:
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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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