Correspondence - Property

📨 Property Correspondence Overview

The Correspondence screen allows you to view, manage, and create all communications related to a property, including letters, emails, SMS texts, notes, tasks, certificates, and work orders.

🧭 Accessing Correspondence

To view or create correspondence for a property:

• Open the Property record

• Click the Correspondence icon located in the Show group of the ribbon menu

To send correspondence to a contact, use the relevant icon in the Correspond group under the Contact tab.

📋 What the Correspondence Grid Displays

For each entry, the grid shows:

• Date

• Subject / Details

• Contact

• User

🔍 Filtering Correspondence

Use the drop-down filter lists at the top and bottom of the screen to refine the displayed correspondence:

• By default, All Correspondence is shown

• You can filter by type (e.g. Letters, Emails, Tasks)

• If filtering by Tasks, an additional Task Status filter appears:

  • Outstanding

  • Completed

  • Future Tasks

  • All

✅ Tick the Exclude Property Marketing Emails checkbox to hide marketing-related emails from the view.

🧰 Menu Options

Accessible via the Menu button or by right-clicking on a correspondence entry:

✏️ Document Actions

• Edit – Modify the selected correspondence record

• Delete – Remove the selected correspondence record

• Create PDF – Generate a PDF copy of the selected document

• Print – Print the selected document

• Export Grid to Excel – Export the correspondence list to Microsoft Excel

• Find – Search for specific text within the correspondence screen

📤 Email Options

• Email as Attachment – Send the selected document as an attachment

• Email as PDF Attachment – Send a PDF version of the selected document

• Email Multiple Attachments – Select multiple documents to send; optionally convert to PDF before sending

  • After selecting documents, click Attach

  • The Email Templates screen will appear to complete the process

🔐 Signable Integration

• Send to Signable – Send the document via the Signable service

  • Requires a Signable account

🗂️ Document Management

• Document Properties – Edit metadata such as:

  • Linked Contact, Property, or Work Order

  • Document subject

  • Display settings (e.g. show on Client Login)

• Attach Document – Add:

  • Standard Documents

  • Property Brochures

  • EPC Certificates

• Link External Document – Link external files (Word, Excel, PDF, audio/video) to a contact

  • Optionally move the file to Acquaint’s shared document folder for network access