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How to Edit Documents in the Library

Instructions to update standard letters to employees

Updated over 7 months ago

The Library in SaucedIt holds templates for formal staff letters, such as disciplinary notices, commendations and other official communications. Editing these templates allows you to update wording, adjust details and keep documents consistent with company policies. This helps save time, maintain accuracy across staff communications and ensures the Library remains a reliable record of formal correspondence.

Quick Guide

Editing Documents in the Library

  1. From the column to the left, click on Library.

  2. Here you will see your company’s existing letter templates.

  3. Locate the letter you wish to edit.

  4. To the right, click on EDIT.

  5. Make desired changes to the template.

  6. You can also insert standard fields to automatically customise letters.

  7. To select a field, click on Business ABN.

  8. Choose the field from the drop-down menu.

  9. Click the location in the document where you wish to add the field.

  10. Click INSERT.

  11. Repeat this process for as many fields as required.

  12. Click UPDATE.

  13. Your changes to the letter template are saved.

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