How to create a new Letter Template on Keka?

Letter templates offer a standardized format and content for employee correspondence, reducing errors and maintaining consistency. This is particularly beneficial when conveying information to a large number of employees or when sharing the same information with different employees at different times. Moreover, utilizing templates guarantees a professional and polished appearance for your documents.

To create a new letter template, go to Org (1), and under Documents (2) you will find Letter templates (3). Under Letter Templates, click +Add Template (4).

A screen will appear as shown below where you will need to enter the Letter Properties such as the Name of the letter and a brief Description of the letter, you can add these details and then click Continue.

In the Compose section, you can select from Web Editor or MS Word. Web Editor helps you write and edit your template in the Keka page itself and you can use the Placeholder Fields and formatting tools available to format your letter.

A placeholder field is a temporary space within a template where you can insert specific information. It acts as a blank spot for details like names, addresses, dates, and more, which are entered in the final preview according to your requirements.

In the Web editor, we do not have the option to add a header or a footer.

In MS Word, you need to compose your letter in a Word document and upload it on the page using Upload MS Word Template. You can use the Template Place Holder reference by copying and pasting them into the Word file wherever required.

Please note that no further edits are possible after uploading an MS Word Template. You can only preview the file and in case of any edits, you need to make the changes in the source Word file and upload it again using the Upload Revised Version (5).

You can use Headers and Footers in MS Word which will be displayed in the letter. Once you have uploaded your letter you can click Continue (6).

In the Finalize page, you can preview the document, Edit any permission settings if required and select the Employee document folder, this document will be saved after it is generated. Once you have made the necessary edits, you can click Finish (7) to save the template.

We hope that you now have a better understanding of how to create a new letter template on Keka. Need more help? Please feel free to refer to other articles available across this portal or get in touch with one of our product experts!