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.
- Click either Property, Contacts or Tenancy on the main toolbar
- 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
- The Overview screen opens. Click Docs
- In the dropdown menu, click Write a Letter...
- In the Write a Letter window, click Based upon a timeline entry, such as an offer accepted event
- Click Next
- Click the timeline event, associated with the letter you want to produce
- Click Next
- The Create Letters window opens and displays a list of available letters
- Tick to select the letter you want to create. Untick any you don't want to create
- If the sign off signature in the letter is another person, in the Send From dropdown menu, click the relevant user
- Click Open Letters Now
- Your letter appears in a browser in a new tab