Page Comparison

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

    

• The selected file(s) will be attached

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