PDF generation, branding and files

Configure company details used in Letter Manager PDFs and emails

Populate the company settings read by the PDF header, closing signature and email body. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: AdministratorModule v1.0.0

Jump to steps

Where to goAdmin Area → Setup → Settings → Company Information / Finance invoice company settings

Before you start

Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.

What you’ll accomplish

Populate the company settings read by the PDF header, closing signature and email body. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

Set invoice company name.
Set address, city, state, country and postcode/ZIP.
Set invoice company phone number.
Set main domain, company domain or company website.
Generate and email a test letter and verify all rendered details.

Fields and options to review

Action scopePopulate the company settings read by the PDF header, closing signature and email body.

Module version1.0.0

Exact routeAdmin Area → Setup → Settings → Company Information / Finance invoice company settings

EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Rules the system enforces

Address helper checks several option-key fallbacks and builds address line 1 plus a city/state/country/postcode line.
United Kingdom, UK or GB is rendered as England by the v8 country helper for this layout.
Website fallback order differs between PDF and email code, so test both outputs.

How to confirm it worked

The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
Any warning, missing file or failed send is investigated rather than bypassed.

Security, privacy and operational checks

Apply least privilege and verify recipient identity before sending or exposing public links.
Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
Test configuration and deployment changes with controlled records before production-wide use.
Interpret email opens and e-signatures according to their documented technical limitations.

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