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Letters can be converted to PDF and emailed within AgencyCloudthe Reapit system
1. Create letter and email |
In AgencyCloud, create in AgencyCloud and will display Image Removed - a 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 c. When the email had been sent with the PDF attached |
Tip |
AgencyCloud 23. Email option from letters screen When a letter has been saved to the Letters screen (or any Documents screen): |
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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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When creating a letter in AgencyCloud it Reapit, it can be converted to PDF and emailed |
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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 |