How to add or update letter request types?

Mongee Paula Gerardo

Updated 22 September 2025 09:20

Important

HR Admin access required

Log in to your Yomly account using your dedicated business URL
Go to the MAIN MENU > SETTINGS > DOCUMENTS
Select 'Letter Request Types'
To add:
- Click 'Add Letter Request Type'
- Give it a title
- Select the appropriate letter template
To edit:
- Select the letter request type that needs to be edited
- Click 'Edit Letter Request Type'
- Make the necessary changes
- Save
To delete:
- Select the letter request type that needs to be deleted
- Click 'Delete Letter Request Type'

NOTE: To learn 'How to add or update letter templates?' or more about letter management and settings, check out our other video tutorials.