How to Edit a Letter Request Template
Under Settings, go to Configuration > Letter Templates > Templates to Edit a Letter Request Template.
Click on the Pencil icon to edit the Template
You change the Template Name, Authorized Signatory, and Note directly from the pop-up. Click on Open in Editor to edit the Template further.
Once the Letter Request template is created, you can click on the menu option and -
Make a copy
Print the template
Download PDF
Close the Editor
How to Delete a Letter Request Template
Under settings go to Configuration > Letter Templates > Templates
To Delete a Letter Request Template click on the bin icon and confirm.
How to Activate / Deactivate a Letter Request Template
You can make the template active or inactive for employees.
Under settings go to Configuration > Letter Templates > Templates
The toggle highlighted below will allow employees to view the template when active, and the template will not be available to be viewed by employees when inactive.
