Letters
You might also be interested in guides on the Letter Template Editor (LTE), available here…
Create & save a letter
Process to follow to create and save letters, including how to access further options such as to rename/print/email letters
Email a PDF letter
When creating a letter in Reapit, it can be converted to PDF and emailed
Expand/collapse all function in letters screen for grouped saved letters/documents
When a letters screen has letters/documents saved and stored in category groups, an option to expand or collapse all categories is available
Extra columns in letters & documents screens
Extra grid columns can be displayed in both the Letters and Documents screens
Prevent documents & letters being overwritten - configuration option
Configuration option which prevents documents/letters being overwritten when attempting to save a file with the same filename & type as that of an existing file within the same documents/letters screen
Generate read only/non-editable letters - configuration option
Configuration option which makes letters generated via the Reapit system non-editable (or read-only)
, multiple selections available,