Generate client letters or documents

Before you can generate a client letter (or any other client document), you must have created a document template (opens in the Help Centre) for the letter you want to send.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. From the Action list, select Generate letter.

   

4. On Practice documents, select the document you want to attach to this client, then select OK.

   You can download and preview a copy of the document by selecting it from the list.

5. A success message is shown once the letter has been successful generated. Select OK.
6. On the Documents tab, select the document to download and preview a copy. You can then print, email, etc. as required.
7. If you need to request a signature for this document, download a copy, save as a PDF file, upload the PDF file, then select Request signature. Find out more - Send documents for client signature (opens in the Help Centre).