Generate client letters or documents
Before you can generate a client letter (or any other client document), you must have created a document template for the letter you want to send.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- From the Action list, select Generate letter.
- 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.
- A success message is shown once the letter has been successful generated. Select OK.
- On the Documents tab, select the document to download and preview a copy. You can then print, email, etc. as required.
- 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.