How to Edit a Letter Request Template:
Under Settings, go to Letter Templates > Letter Templates Settings 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 -
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Make a copy
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Print the template
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Download PDF
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Close the Editor
How to Delete a Letter Request Template:
Under Settings, go to Letter Templates > Letter Templates Settings
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 Letter Templates > Letter Templates Settings
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.