Letter Templates Library

This library displays all the global templates created by your company’s site administrator as well as your personal templates.

Each letter has a Category associated with it so that you know when and where the letter template is displayed for use in the system.

For example, letters created with the Onboarding type only appear in the drop-down lists for the onboarding process.

To view the template’s content, click the letter name.

Actions

The following actions are available for letter templates.

Action Description
Activate/ Deactivate Select this to change the status of the letter from Active to Inactive and vice versa. An open lock icon indicates that the letter will appear as a drop-down list option. A closed lock icon indicates that the letter is inactive and will not appear as a drop-down list option.
Delete Select this to delete a letter. Once a letter is used, it cannot be deleted from the database.