Preview a letter

Karishma Updated by Karishma

To preview a letter, first navigate to the Letters page, click the Name of the letter and click  Preview  on the Letter details page to open the Preview page. The following example is the Preview page for a 'Terms and conditions' letter:

The Preview page opens the letter in a HTML editor which allows a Supervisor with access to modify the information using the word processing options available in the header to format the text or print the letter.

Note: the Letter parameters, Letter options and Email details on the Letters details page must be set before previewing the letter if they are applicable to the selected Employee.

Once the letter has been viewed or modified, the actions PDF and RTF in the left-hand pane downloads the letter in the equivalent format and any options set in the Letter details page will be processed. For example, if the 'Terms and conditions' letter had email details to send the letter to the selected Employees email, when a Supervisor previews and downloads the letter as a PDF, it will be sent to the Employee via email with the letter attached as a PDF.

Note: you cannot save any changes made to the letters template on the Preview page. To create a new template or to modify a letter and permanently save the changes, go to Win T&A > Letters > Templates and modify the selected letter and click OK to save the changes.

Click Close in the left-hand pane to abort any changes made to the letter and return to the Letter details page.

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