Sending a letter on behalf of another person

Zenya Allen
Zenya Allen
  • Updated

During the process of creating and sending a letter, there is an option to select from whom the letter is to be signed off by.

  1. Click either Properties, Contacts or Tenancies on the main toolbar
  2. Search for and select the relevant record for whom you are creating the letter, from Recent & Favourite or via the Search bar in the top right
  3. The Overview screen opens. Click Docs
  4. In the dropdown menu, click Write a Letter...
  5. In the Write a Letter window, click Based upon a timeline entry, such as an offer accepted event
  6. Click Next
  7. Click the timeline event, associated with the letter you want to produce 
  8. Click Next 
  9. The Create Letters window opens and displays a list of available letters
    1. Tick to select the letter you want to create. Untick any you don't want to create
    2. If the sign off signature in the letter is another person, in the Send From dropdown menu, click the relevant user 
  10. Click Open Letters Now
  11. Your letter appears in a browser in a new tab