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Letter Template Upload

要求演示

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

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评论

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  • 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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