How to add or update letter templates?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > SETTINGS > CUSTOMIZATION
3. Select 'Templates'
4. To add:
   • Click 'Add Template'
   • Enter the name and select the template type
   • Enter a short description
   • Create a template either by using the built in editor or by uploading a .docx file
   • Use template tags to allow that system to auto populate the employee details. (PRO TIP: To copy template tags, make sure that you click the built in editor option first, then click 'Template Tags'. Then select all applicable tags.)
   • Select the audience, if applicable
   • Untick 'Auto Approval' to ensure that any letter request will be sent to the HR Admin for review and approval
   • Click 'Save & Activate'
5. To edit:
   • Click the template that needs to be updated
   • Click 'Edit Template'
   • Make the necessary changes
   • Save
6. To delete:
   • Click the template that needs to be deleted
   • Click 'Delete'