How do I top and tail a letter? (PDF Manager)

The PDF Manager feature within Partner is used for when sending letters and documents via email. 

The feature creates a copy of the original word document and turns it into a PDF Document automatically adding our letter heading and footer if applicable.  This is a safer way of sending information out to avoid the end users tampering with the letter/document.

When you have created and completed your letter/document you will need to select the same and right click your mouse.

Select "PDF Manager/PDF Manager Wizard"

Click the "NEXT" icon to proceed.

Double check which agenda you are saving the PDF version to (illustrated as "Progress File" in above screenshot).  Click "NEXT" icon.

Within this screen you have two options:-

1. Carry on with just converting the letter/document into a PDF document or;

2. Select "Email PDF" which will convert your letter/document to PDF and open a new email to send the same out.

On this example we are going to just click "NEXT" to create the PDF but not emailing it out.

Within the screen above if you are creating a letter and require the top and tail bit please select the "Stationary Set" and choose which branch the file was opened in.  (if you have just created a document which needs to be a PDF without the top and tail feature, you can ignore the stationary bit and just click "Next" to continue).

Click "NEXT" again.

To produce your PDF version click "Process".

Click "Yes"

When Partner has finished the following screen will appear for you to click "Done".

You will be taken back to the history and will see that the PDF Version of the letter/document has now been created.

You will notice that the PDF needs to be completed as it has no sent or completed dates.  To complete just use the green tick off the top toolbar which will complete the dates.

When you view your PDF if you have selected any stationary it will look similar to the following screenshot:-