How can I add a letter template?
Letter Template Creation
- Go to 'Organization' >> 'Documents+Letter Templates'
- Click on '+Add Letter Template' button on the right
- Enter Document name & Template name (Please note that the template name has to be unique).
- Under "Who can generate letter?" you can select the admins you wish to give letter generation access to
- By clicking on 'View Dynamic Employee Fields', you can see a list of pre-defined dynamic fields
- Copy & paste the required fields in your letter document (word format)
- Upload your document in docx. format and click on 'Save'