Preview a template

you can preview how your template displays previewing allows you to select a particular user and preview how the data is presented when you preview, select a particular employee and a date when you expect the template information to be current for example, if you are previewing a template that informs an employee from the engineering department that he will be promoted on a certain date, choose that employee and the effective date of the promotion to preview a template from the left sidebar, select people ops tools from the sub menu, select letter templates select a template from the template list the template preview automatically display in the preview section in the preview section, select an employee or role from the employee dropdown list select a date from the date picker your template then automatically displays both elements in the preview section