Sky software has an amazing powerful ability to attach all kinds of letters and documents to clients. In the documents that one sends which are converted to PDF digital signatures come into play. A sender may get his clients to sign all the correspondence by way of a digital signature.
Each document requires a templates which can be set up as the front end to any letter. Normally instructions can be inserted into the email template which will be an indication to the client in regard to what they should do. i.e. there could be digital signature instructions or document attachments.
Under settings choose email and then templates
The screen below will give you a list of all the templates on the left hand side. To create a new template click on the new button, fill the screen and then save. We have shown an example of a letter below.
In order to choose an email template when yo are going to email ,say from the master client file click on the drop-down and choose the email template that you want as is shown in the screen below.
If successful the Done message will appear as follows.
There are various options that are available on the email.
