Open Letter History in the client area
Allow a logged-in contact to see letters linked to their customer account. 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 goClient Area → Letter History
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
Allow a logged-in contact to see letters linked to their customer account. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Sign in to the client portal.
- Select Letter History.
- Check reference, subject and date.
- Use the available View, Verify and PDF actions.
Fields and options to review
Action scopeAllow a logged-in contact to see letters linked to their customer account.
Module version1.0.0
Exact routeClient Area → Letter History
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 client menu item is registered only for logged-in clients.
- The standard client controller redirects unauthenticated users to authentication/login.
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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