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 …

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