Send a Rep Letter
1.
Go to Contacts
Click on "Contacts" in the left menu.
2.
Select a Client
Click on the client to whom you want to send a Rep Letter.
3.
Click on "Send Rep Letter"
Click on the "Send Rep Letter" envelope icon at the top of the screen. This will display the "Send Rep Letter" dialogue.
4.
Select a Rep Letter Template
Use the "Select Letter" drop-down to select which Rep Letter template you want to use. These templates are created in Settings > Templates by your MLC administrator.
5.
Select the Matter(s) For the Rep Letter(s)
Click on the checkboxes to select which matter(s) you want Rep Letters for. You can select more than one.
6.
Click on "Proceed"
Clicking on "Proceed" will take you to the Rep Letter preview screen.
7.
Edit the Letter, if Needed
You can can type in the text area to make custom changes to the letter, if you need to. This will not change the saved template, only letter you are sending.
8.
Click on "Proceed"
When you click on "Proceed", you will return to the Matters page for this client.
9.
View Your Mass Mailings
Click on the Bell icon to see your Mass Mailings, including the letter or letters you've just created.
You can view the details for this mailing...
then click on the "X" in the upper right corner to close the dialogue.
10.
view pdf
Click on "Open PDF" to view or print the letter.
Article ID: 38, Created: February 13, 2024 at 8:35 PM, Modified: February 13, 2024 at 8:35 PM