You can send out letters to customers regarding visits to their properties. To do this, first navigate to the visit you would like to send the postal letter for. 

In the Actions box select Send Documents.

Select the documents you would like to post. Alternatively, click Select All to post all documents. 

After you have chosen the documents, select Post Letter.

Here you can check/change the address that the documents will be sent to and choose a cover letter. You can manage cover letter templates via the Template Manager.

Once the details have been entered, select Send Postal.

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Cancelling a Letter

Once you have sent a letter you will have a 30 minute window to cancel sending the letter out. You can do this by navigating to the Communications section in the visit. The letter you have just sent will be at the top, select the x to cancel.

You will then be prompted to confirm the cancellation by selecting Cancel Letter. Alternatively, you can select Abort to proceed with sending out the letter. 

Please be aware that there is a 1 minute cool down period between sending a letter and it being able to be cancelled. If you try to cancel during this period, you will receive the following message:

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Checking Shipping Updates

Once a letter has been sent, you can check the Communications section of the visit to see if it has been sent successfully. Additionally you can monitor the shipping process in the Notepad section.