Understand the generated PDF email attachment
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Confirm every email attempt attaches the current reference-based PDF.
Where to goSend or resend a letter → recipient email attachments
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
Confirm every email attempt attaches the current reference-based PDF. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Go to the received email.
- Verify Letter_{reference}.pdf is attached.
- Go to it and compare reference and subject with the history row.
- Report a missing or corrupt PDF before relying on delivery status.
Fields and options
Action scopeVerify every email attempt attaches the current reference-based PDF.
Module version1.0.0
Exact routeSend or resend a letter → recipient email attachments
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 generated PDF is attached before the optional enclosure.
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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