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 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
However, if you use DevExpress (not Word) for letters, regardless of the version of AgencyCloud you are running, see step b & c

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