Workflow

Letter Manager — PDF generation, branding and files

Understand exactly how PDFs are branded, named, written, verified and regenerated, including the company options and receiver formatting used by the live code.

13 connected guidesLive filterPermission-aware instructions
13 guides
Guide

Open 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

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Understand 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

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Guide

Configure 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

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Configure 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

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Understand 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

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Understand the letter verification barcode

Understand the letter verification barcodeUse the printed verification code as secondary visible evidence.Open generated PDF → bottom digital security area

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Understand recipient-window formatting

Understand recipient-window formattingVerify the person, organisation and address lines rendered in the PDF receiver block.Generate PDF → top receiver window

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Understand 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

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Understand the PDF company closing block

Understand the PDF company closing blockVerify the automatically appended Best regards company block.Generated PDF → end of letter content

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Understand 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

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Guide

Regenerate 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

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Guide

Troubleshoot 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

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Guide

Understand 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

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