Step-by-Step Guide to Generating and Managing Letters in Your Document Dashboard

STEP 1: Click on "Letter" to Access Document Features

• Navigate to the left sidebar of the dashboard.
• Click on the "Letter" option highlighted in red.
• This will direct you to the document management section.
• Ensure to check for any required inputs or options available in the new section.

STEP 2: Click on "Generate" to Access Document Features

• Navigate to the sidebar menu.
• Click on the "Generate" link to access document generation features.
• Ensure you are on the Dashboard page.
• Look for the highlighted area to confirm your action.
• Proceed to the next step by clicking on "Add New".

STEP 3: Click on "Add New"

• Navigate to the "Generate" section.
• Click on the Add New link located at the top right of the employee list.
• This action will allow you to add a new entry to the document features.
• Ensure all required fields marked with an asterisk (*) are filled in the subsequent form.

STEP 4: Select "Letter Type"

• Click on the "Letter Type" dropdown to choose the appropriate type of letter.
• Ensure that the selection is made from the available options.
• This field is mandatory, indicated by the absence of an asterisk (*).
• After selecting, proceed to the next step to select "Employees".

STEP 5: Select "Employees"

• Click on the "Employees" dropdown in the Letter Details section.
• This dropdown allows you to select from available employee options.
• Ensure to choose the correct employee as this will affect the letter generation.
• After selection, proceed to the next step to enter the "Employee Name."

STEP 6: Enter Employee Name

• Click on the "Employee Name" field to input the name of the employee.
• Ensure to fill in this field as it is likely required (indicated by the absence of an asterisk).
• After entering the name, proceed to the next step by clicking on "Adjust space setting (in pixel)".

STEP 7: Click on "Adjust space setting (in pixel)"

• Click on the highlighted section labeled "Adjust space setting (in pixel)".
• This section allows you to adjust the spacing in pixels for the letter.
• Fill in the values for Left, Right, Top, and Bottom as needed (default is 20 pixels).
• Ensure all required fields are filled before proceeding.

STEP 8: Enter value in "Left"

• Click on the "Left" field under "Adjust space setting (in pixel)".
• Input the desired pixel value for the left margin.
• Ensure to fill in other fields (Right, Top, Bottom) as needed.
• Proceed to the next step by entering a value in the "Right" field.

STEP 9: Enter value in "Right"

• Click on the "Right" input field to adjust the space setting.
• Ensure the value is entered in pixels.
• The fields available for adjustment are:
  • Left
  • Right (current focus)
  • Top
  • Bottom
• After entering the value, proceed to the next step to enter the value in "Top".

STEP 10: Enter value in "Top"

• Click on the "Top" field to input the desired pixel value.
• Ensure to fill in the value as required (indicated by the absence of an asterisk).
• Review other fields: Left, Right, and Bottom for spacing adjustments.
• Proceed to the next step to enter the value in "Bottom".

STEP 11: Enter value in "Bottom"

• Click on the "Bottom" field to input the desired value.
• Ensure the value entered is in pixels, as indicated by the label.
• Review the adjacent fields (Left, Right, Top) for consistency in spacing settings.
• Proceed to the next step by writing the "Description."

STEP 12: Click on "Description" to Enter Details

• Navigate to the highlighted "Description" area.
• Click on the "Description" field to activate it.
• Enter the necessary details regarding the description.
• Ensure to format your text using the available formatting options (e.g., bold, italics).
• Review your input before proceeding to the next step.

STEP 13: Click on "Save" to Finalize Your Changes

• Ensure all required fields are filled out before proceeding.
• Locate the "Save" button at the bottom of the form.
• Click on the "Save" button to save your changes.
• If needed, you can also click "Cancel" to discard any changes made.