Templates and content authoring

Apply a template to an external letter

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Populate the external-recipient subject and PDF body from a predefined template.

Audience: CRM staffPermission: Authenticated staff accountModule v1.0.0

Jump to steps

Where to goAdmin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates

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 this guide helps you do

Populate the external-recipient subject and PDF body from a predefined template. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

Go to Manual Entry (External).
Enter or review recipient details.
Select a predefined template.
Verify Subject and Letter PDF Content are populated.
Adjust the copied content if required and continue.

Fields and options

Action scopePopulate the external-recipient subject and PDF body from a predefined template.

Module version1.0.0

Exact routeAdmin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates

EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Rules and limits

Only the values and actions exposed by the supplied Letter Manager v1.0.0 code are supported.
Browser controls are not a substitute for server-side and operational verification.

Check 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.

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