Versions Compared

Version Old Version 20 New Version Current
Changes made by

Fiona Hardy

Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

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 and email

  • Create the letter as usual in the Reapit system

  • From the letter in Word

:Click

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

in AgencyCloud and will display

  • displaying document options (shown below)

  • Select E-mail PDF

Image Removed

2. Prepare email to send

The process to follow depends on which version of AgencyCloud you are running

a. From AgencyCloud 12.167+

b. From AgencyCloud 12.166 and below

A

  • and click Accept

    Image Added

  • 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

    Image Added

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)

Image AddedImage Added
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

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

    Image Modified
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

...

Excerpt
hiddentrue

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