Can you email a standard letter from the system?

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Standard Letters
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Pauline

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Posted 2 years ago

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Steven, Business Care

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Hi Pauline

Once you generate your standard letter you can click the Envelope  next to your formatting options in the Front Desk Word Processor to create a PDF copy of the letter and email it through Front Desk.



You can also do this for a previously created letter (including those using the Microsoft Word integration) by selecting Email from the Attachments tab (providing you selected the option to save the letter as an attachment originally).

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Pauline

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Sorry Steven, I was looking at the billing section where you can produce letters with the mail merge fields, Front Desk document maybe?
(Edited)
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Steven, Business Care

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Hi Pauline

This is the area I was referring to. Click Letter and select your template to create the Front Desk Document and then select the Envelope icon (as above) to email the letter as a PDF attachment from Front Desk.

Give it a try and see how you go.
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Pauline

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Sorry couldn't see that envelope for looking at it! All good Thanks