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

1. Create letter and email

Tip

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

In AgencyCloud, create
  • Create the letter as usual in the Reapit system

  • From the letter in Word:

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

in AgencyCloud
    • displaying document options (shown below)

    • Select E-mail PDF and click Accept

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2. Prepare email to send

The process to follow depends on which Reapit version

of AgencyCloud

you are running
However, if you use DevExpress (

not

rather than Word) for letters

, regardless of

, steps b & c apply, rather then the version of

AgencyCloud

Reapit you are running

, see step b & c

a. From

AgencyCloud

version 12.167+

b. From

AgencyCloud

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

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

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

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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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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