Sending letters as PDF via email - update to allow pre-saved letter to be attached

Owned by Fiona Wilson, created
Last updated: Jan 08, 2024
2 min read

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

The process for sending PDF letters via email (updated and enhanced in version 12.167), now allows pre-saved letters/files stored on the current record to be attached to the email along with the already selected PDF

For a full guide on sending PDF letters via email, click here:

Please note that this screen will not be seen for users of DevExpress until version 12.171

1. Email a letter as a PDF

Along with the letter you have just selected to send as a PDF via email - further pre-saved letters/files can also be attached to the email using the screen shown below

After choosing to email a letter as a PDF - in Attachments panel:

  • Click paperclip icon (on right)

    • Add attachment from <current record> - 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/tenancy/applicant etc.) - see next step

    • Add attachment from this device allows you to browse to a file on your device
      This option was available in version 12.167

2. Select required attachment(s)

From screen shown in step 1:

  • Select Add attachment from <current record>

  • A Document Management screen will be launched showing all letters/files currently saved in the Existing Letters & Files panel of the Letters screen of the record you are currently using

    • Click on required file then click Select
      To select multiple files hold in Control on your keyboard and click to select

  • The selected file(s) will be attached