View Letters or Forms
- You can view and use letters templates from Letter Template and Prepare a Letter.
You can preview letters from Template Gallery.
To learn how to create a letter template, click here.
- Go to Employee > Setup > Letter Template.
- To view current and newly added letters or forms, click
- The letter downloads to your default local directory as a PDF.
Open to view it.
Use the other icons alongside the letter or form to perform edit or delete actions on the item. To view and use the template, go to Prepare a Letter.
- To view preset letters in Template Gallery, click in the Template Gallery of the Letter Template page.
- The preview displays in the same page as follows:
To add the letter to the Letter Template table, clickin the preview.
To close the preview without adding, click.
- Click Confirm in the Add Letter Template message box.
- greytHR displays a confirmation message.
- Go to the Letter Template table to view the letter.
- Go to to Letter Template to learn actions you can perform on the letter.
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