Open Letter Manager Settings
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to choose which stored details are exposed on public verification pages.
Where to goAdmin Area → Letter Manager → Settings
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
Choose which stored details are exposed on public verification pages. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Sign in as an administrator.
- Go to Letter Manager → Settings.
- Check Public Verification Fields.
- Select only the fields approved for public display.
- Save Settings and test a public verify link.
Fields and options
Action scopeChoose which stored details are exposed on public verification pages.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Settings
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.
Rules and limits
- The settings controller explicitly denies non-administrators.
- The settings affect only the public verification page; internal staff and client-side views are not filtered by these selections.
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.
Related guides
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