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
  • Also you can set the level of approval
  • 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)

Note : Refer to the 2nd video for Dynamic field tag paste in word docx.

  • Upload your document in docx. format and click on 'Save'

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