Send a Letter to Property Contacts

In this tutorial, you will learn how to send a letter via the property card to its related contacts in the Agents and Contacts tab e.g. Vendor, Landlord, Solicitor etc

1. Search for your Property and open the Property Card

2. Ensure the contacts used in the template e.g. Vendor, Vendor Solicitor, Buyer and Buyer Solicitor have been added to the property via the Agents & Contacts tab

3. Ensure all the property information e.g. price or date fields that are included in the letter variables (or merge fields) are added to the property.

4. Click the Letter Generator action icon

5. Select the Template from the Select a Template drop-down.

5. Click Save & Proceed

6. You can now modify the contents of the letter. The contact and property details e.g. names, address', dates and prices should be pulled from the contact cards and the property data. However, you can manually complete any missing information or adjust the contents of the letter at this point without affecting the template. All missing Variable data is highlighted as follows: #BUYER#

*Note: you can also edit in full-screen mode by selecting the Full-Screen Icon. Once you have finished editing the letter in this mode, click this icon again to return to normal view.

7. Click Save & Proceed

8. You can now click Print to generate as a PDF download, HTML to generate an HTML copy or click WinWord to export to Microsoft Word.

9. If you select to Print PDF, Print HTML or WinWord select Save & Proceed after downloading the file to store a record against your property history.

10. To email the letter select either Embed as HTML or send as a PDF attachment via email from the Distribution Method drop-down menu.

If sending as HTML email the letter with automatically be put into the body of the email.

If sending as a PDF attachment via email you can enter an email message before sending.