The steps below show you how to attach a covering letter with a brochure when sending it out to your Applicant.
First, you will need to set up the letter in the word processor.
For more information on How do I create a letter, click here
This article includes:
Attach a letter to brochures
- Click Defaults on the main toolbar
- Click User Defaults on the dropdown menu
- Click the Matching tab
- The Text Criteria tab displays. In Letter to be printed after match on, click on the dropdown menu and choose your letter
- Property - Choose the letter you want when matching from Property to Applicant
- Applicant - Choose the letter you want when matching from Applicant to Property
Remove a letter from brochures
- Click Defaults on the main toolbar
- Click User Defaults on the dropdown menu
- Click the Matching tab
- The Text Criteria tab displays. In Letter to be printed after match on, click on the file name for the letter which you want to remove
- Press Delete or backspace on your keyboard to remove the letter
Note
Once this is set up, it will create the attached letter with all output from that point.
The option can be removed, but again this will remove the letter creation from all output from that point onwards