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

Letters can be converted to PDF and emailed within AgencyCloud

1. Create letter and email

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

Letters can be converted to PDF and emailed within the Reapit system

1. Create letter

In AgencyCloud, create

and email

:Click

/DevExpress, click Save (in Word/DevExpress)
The screen will switch back to the Reapit Letter Generator

in AgencyCloud and will display

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

Complete the email and click Send

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

Tip
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

2

and click Accept
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The following screen is displayed:
If you are using version 12.166 or an earlier version than this, this screen will not be displayed
See note at bottom of this section
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Complete the above screen as follows:

Select recipients - allows any roles involved in the selected record to be chosen and new email addresses entered
- Click each section to expand and tick the required contacts with an email address
- Contacts cannot be selected if no email address is stored for them
New address - use this field to enter any further email addresses, separated by a comma
Hide/Bcc recipients - tick this box to add the recipients to the Bcc field on the email
This prevents the recipients addresses from being displayed on the email
Leaving the box un-ticked will add all selected/entered recipients to the To field
Send - Attach as PDF to - select to send a Blank E-mail
or click the drop-down menu and choose a template (where available)
Subject - enter a subject line for the email
Attachments - click the paperclip icon to the right
- Add attachment from this device - browse to find the required letters/files on your device
- Add attachment from Property - 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)

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Info

From version 12.166 and below

The above screen will not be displayed, after choosing to E-mail PDF, a new email will be created with the letter attached as a PDF file
Complete the email and click Send

3. Email option from letters screen

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

TipFor 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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When creating a letter in AgencyCloud it Reapit, it can be converted to PDF and 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

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