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Form Letter Attachments

How to send a Form Letter with attachments in RMS.

 

Overview

Form Letters are customizable documents used for guest correspondence and can be sent via email.

When sending a Form Letter from the Reservation screen in RMS, you can include attachments such as health and safety information or itineraries.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

Open the Reservation in RMS.

  1. Navigate to the 'Correspondence' tab.
  2. Select 'Send Out'.
    Reservation window with Correspondence tab selected and Send Out button highlighted.
     
  3. Select the Form Letter.
  4. Select 'Open'.
    Form Letters selection window with a letter highlighted and Open button selected.
     
  5. Select 'Email'.
    Form Letter preview window with Email button highlighted.
     
  6. Select 'Attachments'.
    Email send window with Attachments button highlighted.
     
  7. Select 'Add'.
    Attachments dialog with Add button highlighted.
     
  8. Select the File Attachments.
    File selection window with documents selected for attachment.
     
  9. Select 'Save/Exit'.
    Attachments dialog with Save/Exit button highlighted.
     
  10. Select the Email Recipients.
  11. Select 'Email/Exit'.
    Email send window with Email/Exit button highlighted.

 

 

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