Sky Software
Help and User guide
 
×
Menu
Index
Search
 
   
   
   
 
  (c) Company name, 2020

Emailing Letters a

Emails may be sent in bulk (on the left hand side to the list) or one at a time by choosing the email icon on the client review record. Once the email is selected choose the drop down on the email options in order to get the right email wording and then click on the items that you want below.
It is imperitive that before you start the process that that your email is working and that your letters have been set up to you exact requirements.
 
Emailing Letters a
1

Sign

1. Sign
Click here to activate digital signitures if you have Signed up with signiflow.
2

File

2. File
The attached document will be filed in the documents tab.
3

Merge PDF's

3. Merge PDF's
The merge tick merges all the PDF's into one PDF file for the purposes of sending. The merged document will be kept in the Documents tab.
4

Send Copy to yourself

4. Send Copy to yourself
Its a good idea to send the email to your own email address
5

Rpt Attachments

5. Rpt Attachments
Select the documents attached to the Sky System that need to be attached to the email.
6

Additional Document Icons

6. Additional Document Icons
Click on this icon to attach any document thats not in the Sky System.
 
 
All emails that are sent out of the Sky system will have a record in the email log with all the details. Click here for the email log.
Document Storage