Help Site / Personnel / Set Up Letter Templates

Step 3: Generate and Save the Letters

Updated on May 11, 2022

The third step is to generate the letters. Letters are downloaded in PDF. You may save the letters and submit to employee/s as you wish.

If you need to make changes to a letter, edit the Template and generate the letter again

Summary Steps:

Enter the criteria for the letter you wish to generate: Transaction Types, Transaction Reason, Template Name, Employees etc.
Click the Generate Form/Letters button to generate and display the letters in PDF.
Save the letters and distribute as you wish.
If you wish to make changes to a letter, you must edit the Template and generate the letter again.

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Set Up Letter Templates 6

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