Emailing A Letter

Emailing A Letter

Go to Property>Docs>Write a Letter

Choose Adhoc, using a letter template from my library

Click the relevant template and click Next

Add in your Associated Contact. You can also change who the letter is sent from and the branch.  Click Finish.

Type the letter and when ready click Finalise

When you Finalise it will offer the choice of Printing, Emailing, or Email and Printing

The letter will be saved and sent and a record created on the timeline


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