Send the NHBC booklet

Use this procedure to send the NHBC booklet to the client.

To send the NHBC booklet:

1. In Conveyancing, on the Favourites tab, click Send NHBC booklet.
2. In the Task Pane, select the desired contact and click Next.
3. Click Next again to confirm the attached contact. The letter is now generated and opened in Word.
4. When Word opens, check the letter and then save and close it.
5. Next, specify the document details. You can:
• Change the folder to store the document.
• Change the description/file name.
• Add some notes or comments.
• Amend the save options, e.g. use versioning.
• If required, you can regenerate or open the current document.
6. Click Next and then Finish. The document is saved to history.