Understand static PDF and enclosure access
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Apply server protections because generated files are addressed through web paths in the supplied UI.
Where to goServer configuration → 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
Apply server protections because generated files are addressed through web paths in the supplied UI. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Check direct access to a known generated PDF URL.
- Check direct access to a known enclosure URL from Internal Full View.
- Apply authenticated download or web-server restrictions where required by policy.
- Retest staff and client access after hardening.
Fields and options
Action scopeApply server protections because generated files are addressed through web paths in the supplied UI.
Module version1.0.0
Exact routeServer configuration → 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
- History and client views construct direct base_url/site_url paths to generated files.
- The module itself does not implement a permission-checked PDF download controller.
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.
Important code-backed limitationTreat references and enclosure paths as sensitive. The supplied static-file access model may not meet every organisation’s confidentiality requirements without server or application hardening.
Related guides
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