Generating a Letter Template

  • Updated

Access the Letters tab from your Truework Admin Dashboard.

 

 

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Select "Generate Letter" from the upper left-hand side of your window: 
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Next, select the letter template you would like to generate, and then input the recipient via name or email. Select "Continue"

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If your letter contains Custom Variables, note that you will be presented with the option to edit the default text in the variable before sending: 

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From here, you’ll have the option to either download the letter, or send it directly to the employee’s inbox. If you would like to confirm the content of the letter before sending it along, we suggest downloading first as a best practice. Once you’re satisfied, hit “Send”!

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