Configure the Letter Manager PDF logo
Follow this guide to use the CRM company logo shown in the top-left PDF header. 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.
Where to goAdmin Area → Setup → Settings → Company Information / Branding
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
Use the CRM company logo shown in the top-left PDF header. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Upload or select the company logo in the CRM settings.
- Verify the company_logo option points to a file under uploads/company.
- Generate a test letter.
- Check the logo is rendered in the PDF header.
Fields and options to review
Action scopeUse the CRM company logo shown in the top-left PDF header.
Module version1.0.0
Exact routeAdmin Area → Setup → Settings → Company Information / Branding
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
- The PDF Header checks uploads/company/{company_logo}.
- If the file does not exist, the image is not rendered.
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.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.