How to create a new Letter Template on Keka?

1. Go to Org from the left navigation panel and select the Documents tab. Make sure you’re on the Document Templates tab. Here you can view all existing letter templates. You can either edit an existing one or add a new template.
2. To create a new one, click on the +Add Template button.
   
3. In the Setup section, enter a Name and Description for the template, then click Continue to move to the next section.
   
   
4. In the Compose section,  you can choose the country for which you want to generate the document. Open a Microsoft Word file and write your letter content. You can use placeholders from the list shown on Keka — hover over a placeholder to copy it, then paste it into your Word file. These placeholders will auto-populate with employee details during letter generation. Save the Word file once done.
5. Click on MS Word to upload your file. Keka will automatically check for any errors, such as invalid placeholders. Fix any detected errors in your Word file, then click Upload Revised Version to re-upload.
   
   
6. Once there are no errors, click Continue to proceed to the Finalize section.
   
   
7. On the Finalize page, preview the uploaded letter template. You can edit viewing and download permissions and choose the folder where this template should be saved.

8. Click Update if you are editing an existing template, or Finish if you are creating a new one. Confirm your action when prompted.
   
   

    

Once finalized, future employee letters (like appointment, increment, or promotion letters) will be generated automatically using this template, with placeholders replaced by actual employee data.