Write letters in a familiar Word-style editor with data placeholders
Also listed as: Rich Word-style editor with data bookmarks
What is it?
Staff design letters in a rich, Word-style editor and insert bookmarks: placeholders that Xelence fills with case or customer data, such as a name or amount, when the letter is generated.
Why does it matter?
Personalized letters without retyping details, and fewer errors from copying data by hand.
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?
Terms used on this card
- Bookmark (correspondence)
- A placeholder in a letter template that Xelence fills with case or customer data, such as a name or amount, when the letter is generated.