Emailing & saving letters as PDFs

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

Letters created in AgencyCloud can be converted to PDF files, saved and emailed

First ensure that the PDF Creator application is installed; click here for more information

1. Emailing a letter as a PDF

Create the letter, as usual, via AgencyCloud:

From the Word document, click the Save button
The screen will switch back to the AgencyCloud, displaying document options over the Letter Generator

Select E-mail PDF
A new email will be created with the letter attached as a PDF file
Complete the email and click Send
Next steps
- If you have finished with the letter, close the document in Word
- If you need to carry out another task with the letter, such as to save it to AgencyCloud, see following section

2. Saving a letter as a PDF

Create the letter, as usual, via AgencyCloud:

From the Word document, click the Save button

The screen will switch back to AgencyCloud, displaying document options over the Letter Generator, as shown in 2a
Follow steps 2a - 2c to save a letter as a PDF to Reapit Agency Cloud

2a. Save as PDF

- Select Save as PDF

A window will be displayed allowing you to save the file:

- Save the file to your Desktop

- Enter a File name

- Save as type should remain set to PDF document

- Click Save

The PDF will be created:

- Click No

2b. Click & drag from Desktop to Letters

- Leaving the Letter Generator window open, minimise all open windows to view your Desktop

- Click and drag the new PDF document over the AgencyCloud on the task bar and drop over the Letters window

- The message below will be displayed, click Yes

2c. Document options

The new PDF will be displayed and accessible in the Existing letters and files area of the Letter Generator window

Right-click over the document for further options, such as Rename, Delete, Print

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