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Existing-customer correspondence

Enter a client-letter subject

Provide the required subject used in the PDF box, email subject and history row. 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: Authenticated staff accountModule v1.0.0
Jump to steps
Where to goAdmin Area → Letter Manager → Dashboard → Search Clients & Leads → Subject
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

Provide the required subject used in the PDF box, email subject and history row. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

  1. Enter a clear recipient-facing subject.
  2. Check any subject copied from a template.
  3. Keep confidential data out of the subject where email previews could expose it.
  4. Continue to the PDF content.

Fields and options to review

Action scopeProvide the required subject used in the PDF box, email subject and history row.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Dashboard → Search Clients & Leads → Subject
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 browser input is required.
  • The email subject is formatted as [reference] Official Correspondence: subject.
  • The PDF renders the subject in uppercase inside a highlighted box.

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.
Letter Manager module overviewSelect an existing customer recipientUnderstand primary-contact email deliveryWrite client-letter PDF contentRequire an e-signature on a client letterAdd an email-only cover note to a client letterConfigure SMTP email deliveryAdd and manage customer contactsClient portal overview