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Create and manage letter templates in HTML

Also listed as: HTML correspondence & template management

What is it?

Xelence lets teams build correspondence templates in HTML, the format used by web pages, and keep them in a shared template library for letters, notices and digital messages.

Why does it matter?

Consistent, reusable templates that are quicker to roll out and keep the look and wording of customer correspondence aligned.

Start thinking about

  • How many letter and notice templates do you maintain, and which could be consolidated?
  • What accessibility and plain-language standards must your correspondence meet?
  • How will you provide translated correspondence, and who will check the translations?
  • Who must approve legal or policy wording before a template is used?
  • Which records-retention rules apply to the correspondence you generate and send?
  • Which existing templates would you convert or modernize first when adopting new releases?
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