Email delivery, attachments and read receipts

Handle a skipped Letter Manager enclosure

Respond correctly when the optional file fails without assuming the letter failed. 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 → submit letter → warning alert
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

Respond correctly when the optional file fails without assuming the letter failed. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

  1. Read the warning reason: upload error, type, size, invalid upload, folder writability or save failure.
  2. Go to Sent Letters History and verify whether the letter/PDF/email processed.
  3. Correct the file or storage issue.
  4. Use a controlled new letter or resend strategy after confirming what the original recipient received.

Fields and options to review

Action scopeRespond correctly when the optional file fails without assuming the letter failed.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → submit letter → warning alert
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 enclosure helper returns without aborting generate_and_send.
  • A warning does not mean the generated PDF was skipped.

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.