How to Send Letters as a PDF

Issue

Need to send letters as a PDF rather than a word document using the Gensolve Practice Manager mail system.

Solution

Follow the steps below to send your letters in PDF format:

From Letters and Uploads Window

1. Select a client >> click on Uploads
2. Locate the letter you need to send and click on 
   
3. Check (or modify as required) the data in the Send E-mail To... Window
4. Tick Send your letters as PDF Documents? check box
5. Click Send
   

From Client Details Window

1. Select a client >> Click on  to open the Client Details window
2. Click on  to open the Gensolve Practice Manager E-mail Sender form.
   
3. Check (or modify as required) the data in the Send E-mail To... Window
4. Click Attach a file >> Select Letter
5. Select the letter(s) you want to send
6. Click Add
   
7. Tick Send your letters as PDF Documents? check box
   Note: This check box will only appear if letters have been selected
8. Click Send