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

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• 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

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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)

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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

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