Letter Manager — Email delivery, attachments and read receipts
Configure SMTP, understand the exact outgoing message, interpret delivery and open evidence and handle skipped enclosures, missing targets and proxy-generated opens honestly.
Configure 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
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