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This guide has been reviewed against our global client base and classed as relevant to all regions

Letters created in AgencyCloud can can be converted to PDF files, saved and emailed

First ensure that the PDF Creator application is installed; click here for more information

...

within the Reapit system

1. Create letter and email

Tip

For more information on creating and saving letters, click here: Create & save a letter

  • Create the letter

,

  • as usual

, via AgencyCloud:

  • in the Reapit system

  • From the

Word document, click the Save button

  • letter in Word:

    • Click Save (in Word)
      The screen will switch back to the

AgencyCloud, displaying document options over the Letter GeneratorImage Removed

    • Reapit Letter Generator displaying document options (shown below)

    • Select E-mail PDF and click Accept

Image Added

2. Prepare email to send

The process to follow depends on which Reapit version you are running
However, if you use DevExpress (rather than Word) for letters, steps b & c apply, rather then the version of Reapit you are running

a. From version 12.167+

b. From version 12.166 and below

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

  • Complete the email and click Send

Next steps

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

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

in Word

  • If you need to carry out another task with the letter, such as to save it to

AgencyCloud, see following section2. Saving a letter

  • Reapit as a

PDF

Create the letter, as usual, via AgencyCloud:

From the Word document, click the Save button
The screen will switch back to AgencyCloud, displaying document options over the Letter Generator, as shown in 2a

  • Follow steps 2a - 2c to save a letter as a PDF to Reapit Agency Cloud

    • Expand
    title2a. Save as PDF

    - Select Save as PDFImage Removed

    A window will be displayed allowing you to save the file:

    - Save the file to your Desktop

    - Enter a File name

    - Save as type should remain set to PDF document

    - Click Save

    The PDF will be created:
    Image Removed

    - Click No

    Expand
    title2b. Click & drag from Desktop to Letters

    - Leaving the Letter Generator window open, minimise all open windows to view your Desktop

    - Click and drag the new PDF document over the AgencyCloud on the task bar and drop over the Letters window

    - The message below will be displayed, click YesImage Removed

    Expand
    title2c. Document options

    The new PDF will be displayed and accessible in the Existing letters and files area of the Letter Generator window

    Image RemovedRight-click over the document for further options, such as Rename, Delete, Print

    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

      Image Added
    Tip

    For information on saving letters, see this guide: Create & save a letter

    Note

    If you encounter any difficulties creating PDFs, you may need to install the PDF Creator application
    For more information, click here: Installing PDF creator

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    Letters created in AgencyCloud can When creating a letter in Reapit, it can be converted to PDF files, saved and emailedand emailed

    Note

    Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help