Letter Manager workflow

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Open Sidebar > Letter Manager > Dashboard.
2. Go to Templates when you need to create or edit a letter template.
3. Go to Settings when you need signature, postal or module-level configuration.
4. Create or update the letter content, save it and then use the generated letter workflow from the module.
5. Keep signatures and postal details accurate before generating live letter output.

What this feature does

• Letter Manager has its own dashboard, templates and settings screens.
• The module supports sending letters, sending external letters and generate-and-send flows.
• Postal details can be saved after letter creation.
• Signature acceptance and image display are part of the letter-signature controller.
• Client and portal history routes exist for letter history viewing.

What to do next

• If the communication belongs in email rather than letter workflow, continue into MailboxAI.
• For customer-side context, link back to the relevant client or property record.

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