Start a fresh template after closing the modal
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 use the modal-reset behaviour so a previous edit does not carry into a new template.
Where to goAdmin Area → Letter Manager → Templates → close modal → New Template
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
Use the modal-reset behaviour so a previous edit does not carry into a new template. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Close the template modal after editing or cancelling.
- Select New Template again.
- Verify the hidden ID, normal inputs and content editor are empty.
- Create the new template and save.
Fields and options
Action scopeUse the modal-reset behaviour so a previous edit does not carry into a new template.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Templates → close modal → New Template
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 hidden.bs.modal handler resets the form, clears the hidden ID and empties the TinyMCE content.
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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