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How do I write an ad hoc letter to a contact in agentOS?

You can write a one-off letter to any tenant, contractor, or landlord using the Write a Letter function, found under the Office tab.

agentOS includes a Write a Letter function that allows you to produce an ad hoc letter addressed to any contact on the system, including tenants, contractors, and landlords.

How to access Write a Letter

  1. Click the Office tab in the top navigation bar.
  2. Click Write a Letter.

Writing the letter

  1. In the Recipient field, search for and select the person you wish to write to.
  2. Click Write a Letter to continue.
  3. The system will ask you to confirm the contact details, including the postal address you wish to use. Select the appropriate address from the drop-down.
  4. Click Write a Letter again to generate the document.

After generating the letter

The letter will download as a Word document, giving you the opportunity to open and edit it before sending. You can then send it to the recipient by post or other means.

If you would like to store a copy of the letter in the system, you can upload it to the Saved Documents section of the recipient's profile.

If you need any assistance, contact support@agentos.com.