Within Class you would need to create an ‘Agent’ type document, inserting all text and required merged fields that you wish to include on the mailshot.

Then within an ‘Agent’ type quick report, add the fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for).

Then select on ‘Search’ to display all the Agents that match the selected criteria.

You will then have the option to select ‘Send Document’, search …

You would firstly need to create a new master document containing the information that you are wanting to send the agent.

Then within the agent quick reports you would create a report to pick up the agents that you are wanting to mailshot/email, and from this report you then have the option to select “Send Document” attaching the document you have created and  either printing the document or email it from Class.  This will then be recorded in the agents profile documents.

There is a …