Sending a letter on behalf of another person

When you create a letter, you can choose who it's signed off by using the Send From option - useful for sending a letter on behalf of another person, such as a colleague or a manager. You set this while producing the letter, before you finalise it.

Sending a letter on behalf of another person

Produce the letter as usual, and choose the signatory at the Create Letters step.

1. Click either Properties, Contacts or Tenancies on the main navigation bar
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