"Last Write Wins"
If two people are editing the Formu-Letter template at the exact same time, the person who stops typing last will overwrite the other person's changes. We do not merge template edits.
How Auto-Save Works
To prevent data loss, Formu-Letter auto-saves your template every few seconds while you type. These changes are sync'd through Excel's native co-authoring engine.
The Scenario
If User A and User B edit simultaneously, User B's save (if slightly later) will overwrite User A's changes. Only one person should actively edit the template at once.
Version History
Because templates are in the .xlsx file, you can recover overwritten templates using Excel's built-in File > Info > Version History feature.
Tips for Teams
Communicate Structural Changes
Let your team know before making major layout changes so you don't clash with others.
One Editor at a Time
While many can safely send emails at once, keep template editing to one person at a time.
Need more help?
Report an issue directly through the add-in interface if you encounter unexpected behavior.