Whilst we recommend creating letter templates that can be used repeatedly, we understand that over time, somethings may change. As such, all existing letters within your LockedOn can be edited at any time. To do so,
Go to the Engine section of LockedOn.
Click the View All button under the heading Templates.
Select the Letters tab along the top.
Search for the title of the letter you wish to edit.
To the right of the Edit button is a downward facing arrow. Click this arrow and select Download Letter.
Once the letter has downloaded to your computer, open it and edit as required however, we do recommend you only edit the main text of the letter NOT any of the merge codes at the beginning or end.
Be sure to save this updated letter to your computer by clicking File in the top left corner and selecting Save.
Go back to the existing letter in your LockedOn and click the Edit button next to it this time.
Click the Upload Template button and select the letter you just saved from your computer desktop.
Click the green Edit Template button at the bottom.
Please note; If this letter was linked to a DNA plan, it will not be updated in any active plans.