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Letter Template Upload

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Hi,

Is it possible to upload a letter template (via a predefined file), into Workiva rather than having to manually construct the letter template from scratcheach time we want to create something new?

Thanks

Kirk

1

Comments

3 comments

Date Votes
  • Liz Walters

    Hi Kirk,

    Thanks for reaching out! At this time, we do not have the ability to upload/import a file as a letter template. All letters must be created in Workiva and then they can be saved as a template. We'll share this idea with our product team to consider possible implementation, and we'll keep you updated in the meantime. 

     

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  • Fionnuala Mellett Wright

    This would be a great feature - any update ?

    0
  • Isabel Messore

    Hi Fionnuala Mellett Wright,

    This feature is still under review with our product team. However, I'm happy to add you as an interested party so you can automatically be notified of updates!

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