Email a PDF letter

1. Create letter and email

• Create the letter as usual in the Reapit system

• From the letter in Word/DevExpress, click Save (in Word/DevExpress)
  The screen will switch back to the Reapit Letter Generator displaying document options (shown below)

• Select E-mail PDF and click Accept

  Open

  

• 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

  Open

  

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)

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 and select Attach to e-mail