Page Comparison

1. Create letter and email

In AgencyCloud, create the letter as usual

From letter in Word:

• Click Save (in Word)
  The screen will switch back to the Letter Generator in AgencyCloud and will display displaying document options (shown below)

• Select E-mail PDF and click Accept

  

2. Prepare email to send

The process to follow depends on which version of AgencyCloud you are running

a. From AgencyCloud 12.167+

• Follow the process outlined in this guide: Update to sending letters as PDF via email (12.167)

b. From AgencyCloud 12.166 and below

• A new email will be created with the letter attached as a PDF file

• Complete the email and click Send

c. When the email had been sent with the PDF attached

• If you have finished with the letter, close the Word document

• If you need to carry out another task with the letter, such as to save it to AgencyCloud as a Word and/or PDF document, see this guide: Create & save a letter

3. Email option from letters screen

When a letter has been saved to the Letters screen (or any Documents screen):

• Right-click over the letter andselect Attach to e-mail