Email and print a letter

After you've created a letter in Alto, you can print it, email it, or do both in a single action. Each is reached by clicking Finalise and then the option you need: Print, Email or Print and Email.

Print a letter

Produce a printable copy to post to the recipient.

1. Click Finalise 
2. Click Print
3. A copy of the letter is created as a .pdf and opens in a new tab on your browser for you to print

A record is saved on the Timeline of every record it's associated with; click View or Edit to retrieve it later.

Email a letter

Send the letter to the recipient by email.

1. Click Finalise 
2. Click Email
3. Email displays in a new browser window
   1. From - The address set up for the user who is sending this email
   2. To - The Associated Contact selected while creating the letter 
   3. CC - An additional recipient can be sent the email, but only if they are already a contact
   4. Subject Message - You can overtype the text, if necessary 
   5. Insert Standard Paragraph - These can be set up in Tools (the cog) > Templates and admin, then selected from the dropdown menu
      For more information on Creating a standard paragraph for Email, SMS and Rooms, click here
   6. Message - Type in your covering message or edit a Standard Paragraph, if one has been inserted
   7. Attachments - The attached document is the letter you are sending by email
      For more information on Adding an attachment to an email, click here
   8. Consent - This indicates if the recipient has consent to general marketing and property match
4. Click Send

A record of the document is saved on the Timeline against all records it is associated with, which you can track the progress of, retrieve at a later date, and resend, if necessary.
For more information on Email tracking, click here

Email and Print in one action

Produce a printable copy and open the email window together.

1. Click Finalise 
2. Click Print and Email
3. A copy of the letter is created as a .pdf and it opens in a new tab in your browser for you to print
4. Email displays in a new browser window
   1. From - The address set up for the user who is sending this email
   2. To - The Associated Contact selected while creating the letter
   3. CC - An additional recipient can be sent the email, but only if they are already a contact
   4. Subject Message - You can overtype the text, if necessary
   5. Insert Standard Paragraph - These can be set up in Tools (the cog) > Templates and admin, then selected from the dropdown menu
      For more information on Creating a standard paragraph for Email, SMS and Rooms, click here
   6. Message - Type in your covering message or edit a Standard Paragraph, if one has been inserted
   7. Attachments - The attached document is the letter you are sending by email
      For more information on Adding an attachment to an email, click here
   8. Consent - This indicates if the recipient has consent to general marketing and property match
5. Click Send

A record of the document is saved on the Timeline against all records it is associated with, which you can retrieve at a later date, if necessary.

• Related Help Centre articles that you may find useful.

  Dashboard - Letter Rack widget

  Adding an attachment to a letter template

  Electronic Marketing Preference Centre