Keep a version history of every correspondence template
Also listed as: Correspondence template versioning
What is it?
Xelence keeps a versioned history of correspondence templates, so teams can see how a letter template has changed over time and generate from the right version.
Why does it matter?
Safer template changes and a clear record of what wording was in use when a letter went out.
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?