RB User Guide > Production > Letters > Sending letters

Sending letters to others

RB9 only

Correspond with a third party about a turned-in job using RB9 form letters, which automatically include relevant details. Edit the letter before emailing or printing the letter to send. If emailing, you can add or remove Cc and Bcc contacts, enter a custom Subject line, and attach files.

Continued from Sending letters.

1. Set up recipient

   1. In the Letter to Other window, basic job and case information appears at the top. Click next to any field to view and edit details, if desired.
   2. In the Send To pane, enter the recipient’s name in Name.
   3. Enter the recipient’s mailing address in:

      • Address 1

        Street address, P.O. box, company name, c/o

      • Address 2

        Apartment, suite, building, floor, etc.

      • Address 3

        City, State ZIP

   4. Enter the recipient’s name as you want it to appear in the letter’s salutation in Dear.
   5. Click Next.

2. Select letter

   1. In the Select a Letter panel, click the desired letter template in the Form pane. (If template doesn’t appear in the pane, select a different set of forms in Form Group.)
   2. In Send Method:

      • Email

        Default method of sending letters.

      • Print

        To send letter via the post or other delivery service.

   3. Click Next.

3. Send

   • If emailing, see Emailing from RB.
   • If printing, see Printing letters.

Step-by-step instructions

• Looking up contacts
• Emailing from RB
• Printing letters