Workflow

Letter Manager — E-signature and public verification

Guide recipients through signing, show staff how acceptance evidence is stored and configure exactly what the public QR verification page may reveal.

15 connected guidesLive filterPermission-aware instructions
15 guides
Guide

Open 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

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Complete 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

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Draw, 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

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Understand 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

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Open 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

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Interpret 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

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Open 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

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Configure 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

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Understand default public verification fields

Understand default public verification fieldsKnow what is shown before a valid saved field selection exists.Admin Area → Letter Manager → Settings

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Understand non-configurable public verification elements

Understand non-configurable public verification elementsRecognise page elements not included in the Public Verification Fields checklist.Public verify page

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Understand public verification email masking

Understand public verification email maskingInterpret the partially masked email shown for delivery evidence.Public verify page → Email delivery

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Handle 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

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Understand 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

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Understand 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

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Understand 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

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