Customer profile and client portal

View a letter from the client area

Follow this guide to open a single customer-linked record after server-side client ownership validation. 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: Client contactsPermission: Logged-in client contact for the linked customerModule v1.0.0
Jump to steps
Where to goClient Area → Letter History → View
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

Open a single customer-linked record after server-side client ownership validation. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

  1. Go to Letter History.
  2. Select View for the required record.
  3. Check the subject/content and QR verification presentation.
  4. Return to My Letters when finished.

Fields and options to review

Action scopeOpen a single customer-linked record after server-side client ownership validation.
Module version1.0.0
Exact routeClient Area → Letter History → View
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 controller requires both letter ID and client_id=get_client_user_id.
  • A record belonging to another customer returns 404.

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.