Enter external recipient phone and email
Store contact details and provide the target address for email delivery. 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 → Letter Manager → Dashboard → Manual Entry (External) → Contact Number / Email
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
Store contact details and provide the target address for email delivery. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Enter the contact number when required for the record.
- Enter a valid email when the letter must be emailed.
- Recheck the email because the module uses it directly as target_email.
- Leave email blank only when a PDF-only record is intended.
Fields and options to review
Action scopeStore contact details and provide the target address for email delivery.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Dashboard → Manual Entry (External) → Contact Number / Email
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 email input uses browser type=email but the controller applies no additional server-side format validation.
- recipient_phone is stored but not used for delivery.
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
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