Letter Template Upload

デモをリクエスト

2023年11月28日 15:22

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

3件のコメント

Liz Walters

2023年11月28日 20:07
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

2025年01月30日 09:55
This would be a great feature - any update ?
0
Isabel Messore

2025年01月30日 13:24
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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