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A configuration option is available which makes letters generated via AgencyCloud the Reapit system non-editable (or read-only)

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To enable this configuration option, click here to contact Reapit Support

From a Letters screen:

  • Generate a letter as usual
    The letter is displayed in Word

  • If attempting to change the letter, the Restrict Editing panel will be displayed (on right)

Image Removed
  • Letter - read-only.pngImage Added

  • Authorised users can click Stop Protection to enter password and make required changes

  • Non-authorised users can still print and save the letter (as a PDF), as usual

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Configuration option which makes letters generated via AgencyCloud the Reapit system non-editable (or read-only)

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