Finalising A Letter

Finalising A Letter

Once you have created a letter and are happy with the content, click on Finalise. If you choose Save or Close then the letter will be placed in the Letter Rack but will not be sent.

When you click Finalise choose whether you want to Print and/or Email.

If you cancel then the letter will be placed in the Letter Rack but will not be sent

The letter will be saved and an entry will placed in the timeline of the relevant property or contact(s).


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Take a look at this video which highlights the features and how to use your knowledgebase.

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