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.

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