Letter Manager complete guide set
Create client or external correspondence, reuse letter templates, generate branded PDF letters with QR verification, email generated files and optional enclosures, request recipient e-signatures, record read receipts, manage postal tracking and expose authorised letter history to customers.
Letter Manager module overview
Letter Manager module overviewFollow the complete Letter Manager flow from authoring and PDF generation to email, signatures, verification, read evidence, postal tracking and customer history.Admin Area → Letter Manager → Dashboard
Open guide →GuideInstall and activate Letter Manager v1.0.0
Install and activate Letter Manager v1.0.0Run the portable installer, create module-owned tables and storage, then verify the three registered menu pages.Admin Area → Setup → Modules → Letter Manager → Activate
Open guide →GuideRun the Letter Manager schema-version upgrade
Run the Letter Manager schema-version upgradeAllow the module to bring an older Letter Manager database to schema version 1.0.0.Admin Area → any admin page after Letter Manager is active
Open guide →GuideVerify Letter Manager database readiness
Verify Letter Manager database readinessConfirm the history, templates and email-open records required by current features are present.Server/database diagnostics → CRM database → Letter Manager tables
Open guide →GuidePrepare Letter Manager upload storage
Prepare Letter Manager upload storageProvide writable storage for generated PDFs, signature images and optional email enclosures.Server filesystem → CRM root → uploads/letter_manager
Open guide →GuideOpen the Letter Manager dashboard
Open the Letter Manager dashboardUse the main workspace for creating correspondence and managing sent-letter history.Admin Area → Letter Manager → Dashboard
Open guide →GuideOpen Letter Manager Templates
Open Letter Manager TemplatesManage reusable letter subjects and HTML bodies.Admin Area → Letter Manager → Templates
Open guide →GuideOpen Letter Manager Settings
Open Letter Manager SettingsChoose which stored details are exposed on public verification pages.Admin Area → Letter Manager → Settings
Open guide →GuideUnderstand Letter Manager staff access
Understand Letter Manager staff accessApply the actual access model instead of assuming a module-specific capability exists.Admin Area → Letter Manager
Open guide →GuideUnderstand Letter Manager menu and hook integration
Understand Letter Manager menu and hook integrationKnow where the module appears for staff, customer profiles and logged-in clients.Admin Area → Letter Manager; Admin Area → Customers → Open customer → Letter History; Client Area → Letter History
Open guide →GuideUnderstand Letter Manager routes and public endpoints
Understand Letter Manager routes and public endpointsMap staff, client, verification, read-receipt and signature paths without treating technical endpoints as menu pages.Code-backed reference → Letter Manager routes and controllers
Open guide →GuideUnderstand Letter Manager data ownership
Understand Letter Manager data ownershipIdentify records and files created by the module before setting retention, backup or deletion policy.Code-backed reference → Letter Manager installation schema and uploads/letter_manager
Open guide →GuideDeactivate or remove Letter Manager safely
Deactivate or remove Letter Manager safelyPreserve required correspondence evidence before disabling or manually removing the module.Admin Area → Setup → Modules → Letter Manager
Open guide →GuideUnderstand the “Search Clients & Leads” label limitation
Understand the “Search Clients & Leads” label limitationAvoid expecting CRM leads to appear in a selector that the supplied controller populates only from customers.Admin Area → Letter Manager → Dashboard → Search Clients & Leads
Open guide →GuideCheck Letter Manager strict-SQL compatibility
Check Letter Manager strict-SQL compatibilityTest record creation where the installed history schema has non-null audit columns without defaults.Controlled staging environment → Letter Manager → Dashboard → send a test letter
Open guide →GuideCreate a Letter Manager template
Create a Letter Manager templateSave a reusable internal name, letter subject and HTML body.Admin Area → Letter Manager → Templates → New Template
Open guide →GuideUnderstand Letter Manager template fields
Understand Letter Manager template fieldsKeep the internal template label separate from the recipient-facing subject and PDF content.Admin Area → Letter Manager → Templates → New/Edit Template
Open guide →GuideEdit a Letter Manager template
Edit a Letter Manager templateLoad the stored template by AJAX, change its fields and update the same record.Admin Area → Letter Manager → Templates → Edit icon
Open guide →GuideDelete a Letter Manager template
Delete a Letter Manager templateRemove a reusable template without deleting letters already created from it.Admin Area → Letter Manager → Templates → Delete icon
Open guide →GuideApply a template to a client letter
Apply a template to a client letterPopulate the client-letter subject and PDF body from a predefined template.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Predefined Templates
Open guide →GuideApply a template to an external letter
Apply a template to an external letterPopulate the external-recipient subject and PDF body from a predefined template.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates
Open guide →GuideStart a fresh template after closing the modal
Start a fresh template after closing the modalUse the modal-reset behaviour so a previous edit does not carry into a new template.Admin Area → Letter Manager → Templates → close modal → New Template
Open guide →GuideTroubleshoot Letter Manager template loading
Troubleshoot Letter Manager template loadingResolve missing options, JSON errors or content-editor population failures.Admin Area → Letter Manager → Templates / Dashboard
Open guide →GuideUnderstand Letter Manager template access limitations
Understand Letter Manager template access limitationsDo not assume create, edit or delete is protected by a dedicated template capability.Admin Area → Letter Manager → Templates
Open guide →GuideCreate a letter for an existing customer
Create a letter for an existing customerGenerate and attempt to email official correspondence linked to a CRM customer.Admin Area → Letter Manager → Dashboard → Search Clients & Leads
Open guide →GuideSelect an existing customer recipient
Select an existing customer recipientUse the live-search selector populated from CRM customer companies and primary-contact email addresses.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Select Recipient
Open guide →GuideUnderstand primary-contact email delivery
Understand primary-contact email deliveryKnow which customer contact receives a client-linked letter.Admin Area → Customers → Open customer → Contacts; then Letter Manager → Dashboard
Open guide →GuideEnter a client-letter subject
Enter a client-letter subjectProvide the required subject used in the PDF box, email subject and history row.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Subject
Open guide →GuideWrite client-letter PDF content
Write client-letter PDF contentAuthor the official letter body that is stored and rendered into the generated PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Letter PDF Content
Open guide →GuideRequire an e-signature on a client letter
Require an e-signature on a client letterAdd the recipient Review & Sign link and track acceptance evidence.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Require Client to E-Sign this Document
Open guide →GuideAdd an email-only cover note to a client letter
Add an email-only cover note to a client letterInclude a highlighted sender message in the email without changing the official PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Email Message / Cover Note
Open guide →GuideAttach one enclosed file to a client letter
Attach one enclosed file to a client letterSend one additional approved file alongside the generated PDF.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Enclosed File / Additional Email Attachment
Open guide →GuideSend and verify a client letter
Send and verify a client letterComplete the supported create, PDF, email and history sequence.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Send Letter & Generate PDF
Open guide →GuideUnderstand Letter Manager reference numbers
Understand Letter Manager reference numbersInterpret the automatically generated LTR date-and-sequence reference.Admin Area → Letter Manager → Sent Letters History → Reference
Open guide →GuideHandle a customer without a primary-contact email
Handle a customer without a primary-contact emailGenerate the record and PDF while recognising that the module cannot send the email without a target address.Admin Area → Customers → Open customer → Contacts; then Letter Manager → Dashboard
Open guide →GuideUnderstand client recipient data sourcing
Understand client recipient data sourcingDistinguish customer-linked data from external-recipient snapshot fields.Admin Area → Letter Manager → create/open a client-linked letter
Open guide →GuideCreate a CRM task from a sent letter
Create a CRM task from a sent letterOpen the native task modal with the letter ID as the related record.Admin Area → Letter Manager → Sent Letters History → Create Task icon
Open guide →GuideCreate a letter for an external recipient
Create a letter for an external recipientGenerate correspondence without linking it to a CRM customer.Admin Area → Letter Manager → Dashboard → Manual Entry (External)
Open guide →GuideEnter external recipient name and company
Enter external recipient name and companyProvide the person and organisation used for salutation and PDF receiver formatting.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Name / Company
Open guide →GuideEnter an external recipient address
Enter an external recipient addressStore the postal address rendered into the PDF receiver window and exposed only when allowed on public verification.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Address
Open guide →GuideEnter external recipient phone and email
Enter external recipient phone and emailStore contact details and provide the target address for email delivery.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Contact Number / Email
Open guide →GuideUse a template for an external recipient
Use a template for an external recipientCopy a predefined subject and body into the external send form.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates
Open guide →GuideWrite an external letter subject and content
Write an external letter subject and contentCreate the recipient-facing subject and official PDF body for a non-customer record.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Subject / Letter PDF Content
Open guide →GuideRequire an e-signature on an external letter
Require an e-signature on an external letterSend a public signature link to the external email recipient.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Require Recipient to E-Sign this Document
Open guide →GuideAdd an external-letter email cover note
Add an external-letter email cover noteInclude a sender message in the email body but not the PDF.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Email Message / Cover Note
Open guide →GuideAttach an enclosed file to an external letter
Attach an enclosed file to an external letterSend one additional approved file with the generated PDF.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Enclosed File / Additional Email Attachment
Open guide →GuideGenerate an external PDF without emailing
Generate an external PDF without emailingCreate the external history record and PDF when no recipient email is supplied.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → leave Email blank → Generate PDF & Email
Open guide →GuideUnderstand external-letter field validation
Understand external-letter field validationKnow which fields the supplied UI and controller actually require.Admin Area → Letter Manager → Dashboard → Manual Entry (External)
Open guide →GuideUnderstand external-recipient history display
Understand external-recipient history displayInterpret the External badge and combined name/company column.Admin Area → Letter Manager → Sent Letters History
Open guide →GuideOpen or download a Letter Manager PDF
Open or download a Letter Manager PDFUse the history or internal view to access the generated correspondence file.Admin Area → Letter Manager → Sent Letters History → View PDF; or Internal Full View → View/Download PDF
Open guide →GuideUnderstand Letter Manager PDF filenames
Understand Letter Manager PDF filenamesLocate the generated file based on the letter reference.Server filesystem → uploads/letter_manager/Letter_{reference}.pdf
Open guide →GuideConfigure the Letter Manager PDF logo
Configure the Letter Manager PDF logoUse the CRM company logo shown in the top-left PDF header.Admin Area → Setup → Settings → Company Information / Branding
Open guide →GuideConfigure company details used in Letter Manager PDFs and emails
Configure company details used in Letter Manager PDFs and emailsPopulate the company settings read by the PDF header, closing signature and email body.Admin Area → Setup → Settings → Company Information / Finance invoice company settings
Open guide →GuideUnderstand PDF QR verification
Understand PDF QR verificationUse the QR code to open the public verification URL tied to the letter unique code.Open generated PDF → scan top-right QR code
Open guide →GuideUnderstand the letter verification barcode
Understand the letter verification barcodeUse the printed verification code as secondary visible evidence.Open generated PDF → bottom digital security area
Open guide →GuideUnderstand recipient-window formatting
Understand recipient-window formattingVerify the person, organisation and address lines rendered in the PDF receiver block.Generate PDF → top receiver window
Open guide →GuideUnderstand Letter Manager subject and body layout
Understand Letter Manager subject and body layoutCheck the highlighted subject box and HTML letter content in the PDF.Generate PDF → subject box and main body
Open guide →GuideUnderstand the PDF company closing block
Understand the PDF company closing blockVerify the automatically appended Best regards company block.Generated PDF → end of letter content
Open guide →GuideUnderstand the PDF header and footer
Understand the PDF header and footerReview reference, company contact, verification code and page numbering added automatically.Generated PDF → header and footer
Open guide →GuideRegenerate a letter PDF when resending email
Regenerate a letter PDF when resending emailUnderstand that Resend Email reruns PDF generation before sending.Admin Area → Letter Manager → Sent Letters History → Resend Email
Open guide →GuideTroubleshoot Letter Manager PDF generation
Troubleshoot Letter Manager PDF generationResolve missing files, broken images, unwritable storage or malformed content.Admin Area → Letter Manager → create/resend test; server → uploads/letter_manager
Open guide →GuideUnderstand static PDF and enclosure access
Understand static PDF and enclosure accessApply server protections because generated files are addressed through web paths in the supplied UI.Server configuration → uploads/letter_manager
Open guide →GuideConfigure email delivery for Letter Manager
Configure email delivery for Letter ManagerUse the CRM SMTP/company email settings that the module reads when sending.Admin Area → Setup → Settings → Email / SMTP
Open guide →GuideUnderstand the Letter Manager email subject and body
Understand the Letter Manager email subject and bodyKnow exactly what the recipient receives around the attached PDF.Send a controlled letter → inspect recipient email
Open guide →GuideDistinguish PDF content from the email cover note
Distinguish PDF content from the email cover notePlace formal correspondence and informal delivery instructions in the correct fields.Admin Area → Letter Manager → Dashboard → Letter PDF Content / Email Message / Cover Note
Open guide →GuideUnderstand the generated PDF email attachment
Understand the generated PDF email attachmentConfirm every email attempt attaches the current reference-based PDF.Send or resend a letter → recipient email attachments
Open guide →GuideUnderstand supported enclosure file types
Understand supported enclosure file typesUse only extensions accepted by the upload helper.Admin Area → Letter Manager → Enclosed File / Additional Email Attachment
Open guide →GuideUnderstand the Letter Manager enclosure size limit
Understand the Letter Manager enclosure size limitKeep the optional additional attachment at or below 25 MB.Admin Area → Letter Manager → Enclosed File / Additional Email Attachment
Open guide →GuideUnderstand enclosure storage and filenames
Understand enclosure storage and filenamesTrace the stored file while preserving the original safe display name.Internal Full View → Enclosed Attachment; server → uploads/letter_manager/enclosures
Open guide →GuideHandle a skipped Letter Manager enclosure
Handle a skipped Letter Manager enclosureRespond correctly when the optional file fails without assuming the letter failed.Admin Area → Letter Manager → submit letter → warning alert
Open guide →GuideResend a Letter Manager email
Resend a Letter Manager emailRegenerate the PDF and attempt delivery again using the record’s target rules.Admin Area → Letter Manager → Sent Letters History → Resend Email icon
Open guide →GuideInterpret Letter Manager email status
Interpret Letter Manager email statusDistinguish pending/not confirmed from a successful send and a detected open.Admin Area → Letter Manager → Sent Letters History → Email / Read Receipt
Open guide →GuideUnderstand Letter Manager read-receipt tokens
Understand Letter Manager read-receipt tokensKnow how the hidden tracking pixel is created and linked to the letter.Outgoing Letter Manager email → hidden 1×1 image
Open guide →GuideInterpret read count and timestamps
Interpret read count and timestampsReview first open, last open and total detected image requests.Admin Area → Letter Manager → Internal Full View; or customer profile → Letter History
Open guide →GuideInterpret detected IP source and proxy notes
Interpret detected IP source and proxy notesUse the recorded IP source and warning note without overstating recipient identity.Admin Area → Customers → Open customer → Letter History; or Internal Full View
Open guide →GuideUnderstand email-open tracking limitations
Understand email-open tracking limitationsAvoid treating a tracking-pixel request as conclusive proof that the intended recipient read the correspondence.Letter Manager read-receipt evidence review
Open guide →GuideHandle Letter Manager email send failure
Handle Letter Manager email send failureDiagnose an email_sent=0 record after the PDF and history row were created.Admin Area → Letter Manager → Sent Letters History → Internal Full View; Admin Area → Setup → Settings → Email
Open guide →GuideUnderstand Letter Manager email audit fields
Understand Letter Manager email audit fieldsReview who sent the message, where it was sent and when the send succeeded.Admin Area → Letter Manager → Internal Full View
Open guide →GuideUnderstand Letter Manager email automation limitations
Understand Letter Manager email automation limitationsUse manual send/resend without assuming a queue, retry scheduler or cron exists.Admin Area → Letter Manager → Dashboard / Sent Letters History
Open guide →GuideOpen a Letter Manager signature request
Open a Letter Manager signature requestUse the Review & Sign Document link received for a letter marked as requiring signature.Recipient email → Review & Sign Document
Open guide →GuideComplete Letter Manager signer details
Complete Letter Manager signer detailsEnter the first name, last name and email collected with the signature.Public signature page → Sign Document
Open guide →GuideDraw, clear and submit a letter signature
Draw, clear and submit a letter signatureUse the signature pad and send the base64 PNG to the acceptance endpoint.Public signature page → signature pad → Accept & Sign Document
Open guide →GuideUnderstand Letter Manager signature evidence
Understand Letter Manager signature evidenceReview the stored image and signer metadata after acceptance.Admin Area → Letter Manager → Sent Letters History → Internal Full View / Verify
Open guide →GuideOpen a stored Letter Manager signature image
Open a stored Letter Manager signature imageUse the module’s public image endpoint from a signed verification or internal view.Signed letter → Verify/Internal Full View → signature image
Open guide →GuideInterpret pending and signed Letter Manager status
Interpret pending and signed Letter Manager statusUse the signature icon in Sent Letters History without confusing it with email or postal status.Admin Area → Letter Manager → Sent Letters History → Status/action icons
Open guide →GuideOpen a public Letter Manager verification page
Open a public Letter Manager verification pageValidate the unique-code URL from the PDF QR code or Verify action.Generated PDF QR code; or Admin/Client Letter History → Verify
Open guide →GuideConfigure public Letter Manager verification fields
Configure public Letter Manager verification fieldsChoose which recipient, delivery and signature details appear on public verification.Admin Area → Letter Manager → Settings → Public Verification Fields
Open guide →GuideUnderstand default public verification fields
Understand default public verification fieldsKnow what is shown before a valid saved field selection exists.Admin Area → Letter Manager → Settings
Open guide →GuideUnderstand non-configurable public verification elements
Understand non-configurable public verification elementsRecognise page elements not included in the Public Verification Fields checklist.Public verify page
Open guide →GuideUnderstand public verification email masking
Understand public verification email maskingInterpret the partially masked email shown for delivery evidence.Public verify page → Email delivery
Open guide →GuideHandle invalid verification or signature links
Handle invalid verification or signature linksRespond to a 404 without disclosing alternative records or guessing tokens.Public verify/sign URL → 404
Open guide →GuideUnderstand Letter Manager public token and hash security
Understand Letter Manager public token and hash securityProtect possession-based verification and signature URLs.Letter Manager email/PDF/public links
Open guide →GuideUnderstand Letter Manager signature validation limitations
Understand Letter Manager signature validation limitationsDo not claim controls that the supplied acceptance endpoint does not enforce server-side.Public signature flow review
Open guide →GuideUnderstand signature-link lifecycle limitations
Understand signature-link lifecycle limitationsPlan for public links that have no built-in expiry, revocation or resend-specific rotation.Letter Manager signature and verification links
Open guide →GuideSearch Sent Letters History
Search Sent Letters HistoryFilter the AJAX history by the fields implemented in the dashboard controller.Admin Area → Letter Manager → Dashboard → Sent Letters History → Search
Open guide →GuidePage through Sent Letters History
Page through Sent Letters HistoryUse the server-side ten-record pagination controls.Admin Area → Letter Manager → Sent Letters History → page numbers
Open guide →GuideInterpret Registered and External letter status
Interpret Registered and External letter statusDistinguish customer-linked records from manual external entries.Admin Area → Letter Manager → Sent Letters History → Status
Open guide →GuideInterpret recipient name and company in history
Interpret recipient name and company in historyRead the combined Client / Recipient column safely.Admin Area → Letter Manager → Sent Letters History → Client / Recipient
Open guide →GuideOpen the Letter Manager Internal Full View
Open the Letter Manager Internal Full ViewReview the unfiltered staff record, content, enclosure and signature evidence.Admin Area → Letter Manager → Sent Letters History → Internal Full View icon
Open guide →GuideCopy a letter reference from Internal Full View
Copy a letter reference from Internal Full ViewUse the clipboard control with prompt fallback.Admin Area → Letter Manager → Sent Letters History → Internal Full View → Copy Ref
Open guide →GuideReview an enclosure in Internal Full View
Review an enclosure in Internal Full ViewOpen or download the optional file stored with the letter.Admin Area → Letter Manager → Internal Full View → Enclosed Attachment
Open guide →GuideReview signature evidence in Internal Full View
Review signature evidence in Internal Full ViewSee the stored image and acceptance metadata without public-field filtering.Admin Area → Letter Manager → Internal Full View → Signature Evidence
Open guide →GuideUse the Letter Manager Verify action
Use the Letter Manager Verify actionOpen the public unique-code page directly from staff history.Admin Area → Letter Manager → Sent Letters History → Verify Link icon
Open guide →GuideUnderstand every Sent Letters History action
Understand every Sent Letters History actionUse each icon for its implemented purpose.Admin Area → Letter Manager → Sent Letters History → Options
Open guide →GuideUnderstand letter record edit, delete and void limitations
Understand letter record edit, delete and void limitationsAvoid promising lifecycle controls that the supplied history UI does not implement.Admin Area → Letter Manager → Sent Letters History
Open guide →GuideUpdate postal tracking for one letter
Update postal tracking for one letterSave delivery status and tracking fields from the row-level truck action.Admin Area → Letter Manager → Sent Letters History → Update Postal icon
Open guide →GuideChoose a Letter Manager postal status
Choose a Letter Manager postal statusUse only the four choices exposed by the modal.Admin Area → Letter Manager → Update Postal Tracking → Delivery Status
Open guide →GuideRecord courier and tracking code
Record courier and tracking codeStore the delivery service and its reference with the letter.Admin Area → Letter Manager → Update Postal Tracking → Courier Service / Tracking Number
Open guide →GuideRecord the date handed to courier
Record the date handed to courierConvert a valid entered date into the stored posted_at timestamp.Admin Area → Letter Manager → Update Postal Tracking → Date Handed to Courier
Open guide →GuideBulk update postal details for selected letters
Bulk update postal details for selected lettersApply the same postal fields to multiple currently selected history rows.Admin Area → Letter Manager → Sent Letters History → select rows → Postal Update Selected
Open guide →GuideUnderstand bulk postal selection scope
Understand bulk postal selection scopeAvoid assuming selection persists across AJAX pages or searches.Admin Area → Letter Manager → Sent Letters History
Open guide →GuideHandle no letter selected for postal update
Handle no letter selected for postal updateUse the warning path instead of submitting an empty update.Admin Area → Letter Manager → Sent Letters History → Postal Update Selected
Open guide →GuideUnderstand postal update audit fields
Understand postal update audit fieldsReview which staff member last saved postal details.Admin Area → Letter Manager → Internal Full View / authorised record inspection
Open guide →GuideOpen Letter History from a customer profile
Open Letter History from a customer profileReview letters linked to one CRM customer inside the admin profile.Admin Area → Customers → Open customer → Letter History
Open guide →GuideSearch and page customer-profile Letter History
Search and page customer-profile Letter HistoryUse browser-side search and ten-row pagination inside the customer tab.Admin Area → Customers → Open customer → Letter History
Open guide →GuideInterpret customer-profile email/read evidence
Interpret customer-profile email/read evidenceReview send, open count, first/last time, detected IP, source and proxy note.Admin Area → Customers → Open customer → Letter History → Email
Open guide →GuideOpen Letter History in the client area
Open Letter History in the client areaAllow a logged-in contact to see letters linked to their customer account.Client Area → Letter History
Open guide →GuideView a letter from the client area
View a letter from the client areaOpen a single customer-linked record after server-side client ownership validation.Client Area → Letter History → View
Open guide →GuideOpen PDF and Verify links from client Letter History
Open PDF and Verify links from client Letter HistoryAccess the generated PDF and public verification page from the customer list.Client Area → Letter History → PDF / Verify
Open guide →GuideUse the standalone Letter Manager portal history
Use the standalone Letter Manager portal historySearch a separate authenticated history page registered by Letter_manager_portal.Client Area → Letter History menu (route letter_manager/letter_manager_portal/letter_history)
Open guide →GuideSearch standalone client Letter History
Search standalone client Letter HistoryUse the exact server-side search fields and retained page query.Client Area → Letter History → Search
Open guide →GuideUnderstand Letter Manager client data isolation
Understand Letter Manager client data isolationConfirm client history and view routes restrict records by the logged-in customer ID.Client Area → Letter History / View
Open guide →GuideUnderstand Letter Manager identifiers and tokens
Understand Letter Manager identifiers and tokensDistinguish database ID, reference, unique verification code, signature hash, visible verification code and email-open token.Admin Area → Letter Manager → Internal Full View; code-backed reference
Open guide →GuideUnderstand Letter Manager stored personal data
Understand Letter Manager stored personal dataIdentify recipient, signature, delivery and tracking data before setting privacy controls.Letter Manager history, email-open table and uploads
Open guide →GuideApply least privilege to Letter Manager
Apply least privilege to Letter ManagerCompensate for the absence of module-specific capabilities with controlled staff access and process.Admin Area → Setup → Staff / Roles; Letter Manager operating procedure
Open guide →GuideRetain and delete Letter Manager evidence safely
Retain and delete Letter Manager evidence safelyCoordinate database rows and files so evidence is not partially removed.Authorised retention process → Letter Manager tables and uploads/letter_manager
Open guide →GuideUnderstand Letter Manager API, webhook and cron limitations
Understand Letter Manager API, webhook and cron limitationsDo not document or promise integration endpoints that are not supplied.Code-backed reference → Letter Manager module
Open guide →GuideUnderstand unsupported Letter Manager features
Understand unsupported Letter Manager featuresSet accurate expectations for v1.0.0.Letter Manager module overview
Open guide →GuideTroubleshoot a missing Letter Manager menu
Troubleshoot a missing Letter Manager menuRestore activation, file loading or session access without changing unrelated modules.Admin Area → Setup → Modules; server → modules/letter_manager
Open guide →GuideTroubleshoot Letter Manager database errors
Troubleshoot Letter Manager database errorsResolve missing table, column or index issues through the module’s portable installer path.Admin Area → Setup → Modules → Letter Manager; authorised database diagnostics
Open guide →GuideTroubleshoot public letter verification
Troubleshoot public letter verificationResolve 404, missing fields, broken signature images or stale public settings.Admin Area → Letter Manager → Sent Letters History → Verify; Settings
Open guide →GuideTroubleshoot client Letter History
Troubleshoot client Letter HistoryResolve missing menu items, empty results or 404 views while preserving client isolation.Client Area → Letter History; Admin Area → Customers → Open customer → Letter History
Open guide →GuideTroubleshoot missing or unexpected read receipts
Troubleshoot missing or unexpected read receiptsCheck remote-image loading, token schema, email clients and proxy behaviour.Admin Area → Letter Manager → Internal Full View; recipient email client
Open guide →GuideVerify Letter Manager v1.0.0 after deployment
Verify Letter Manager v1.0.0 after deploymentRun an end-to-end acceptance test covering every critical live branch.Staging/controlled production test → Letter Manager
Open guide →GuideLetter Manager v1.0.0 release details
Letter Manager v1.0.0 release detailsRecord the source version, implemented surfaces and excluded artefacts used for this Help Centre addition.Help Centre → Letter Manager → Release details
Open guide →