When the content of a form letter must be updated or changed, you can make a new version of that letter while still retaining the original letter and references to it in mail records. Often you'll want to continue using the same form letter name in response to a specific issue even though details in the content of the letter may change. You can make as many versions of a letter as necessary to keep the letter current.
To make a new version of a form letter:
Click the letter name link to go to the Form Letter record page.
Select the Make New Version action. A new Form Letter record page appears with the new version number in the Version # field at the top of the page. The Edit Content view is automatically selected.
Make changes to the content as needed.
If this new version will be used for outgoing e-mail, select the E-mail View to verify it is properly formatted for e-mail.
If this new version will be used for printed letters, select the Print View to verify it is properly formatted for printed mail.
If needed, complete or update the fields on the Form Letter record page.
Select Save and Close to close the record.
Note: Attachments are carried forward when you create a new version. They should be reviewed and manually updated as appropriate for each version of a letter.