Retain and delete Letter Manager evidence safely
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Coordinate database rows and files so evidence is not partially removed.
Where to goAuthorised retention process → Letter Manager tables and uploads/letter_manager
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
Coordinate database rows and files so evidence is not partially removed. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Identify the history row.
- Identify its PDF, signature image, optional enclosure and email-open rows.
- Verify legal hold and retention requirements.
- Perform an approved deletion/anonymisation procedure consistently across records and files.
- Check public links no longer expose removed content where deletion was authorised.
Fields and options
Action scopeCoordinate database rows and files so evidence is not partially removed.
Module version1.0.0
Exact routeAuthorised retention process → Letter Manager tables and uploads/letter_manager
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 supplied module has no retention, anonymisation or delete UI.
- Removing only a database row or only a file can leave inconsistent evidence.
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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