> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.

# Auto File Manifest

Automatically file shipping manifests in Linnworks, download the generated manifest PDF, and email it as an attachment to the configured recipient.

## Overview

Auto File Manifest is a scheduled manifest-processing solution for Linnworks. It automates the process of filing a shipping manifest, downloading the generated PDF, and emailing the document to a configured recipient.

When the configured schedule runs, the macro prepares a request for the Linnworks ShippingService API using the supplied shipping vendor and account information. It processes the manifest request, retrieves the generated PDF URL, downloads the document, and attaches it to an outgoing email.

The email is sent using the SMTP server, sender, recipient, authentication, and subject values stored in Macro Configuration.

The macro class is named `AutoFileMenifest`.

> Keep shipping manifest processing consistent by automatically generating, downloading, and emailing manifest PDFs on schedule.

## Who Should Use Auto File Manifest

<Columns cols="2">
  <Card title="Warehouse & Fulfilment Teams" icon="package" horizontal="false" target="_self">
    Teams completing regular dispatch activity can receive manifest documents without manually downloading and forwarding each PDF.
  </Card>

  <Card title="Shipping & Logistics Teams" icon="truck" horizontal="false" target="_self">
    Logistics teams can schedule manifest generation after the relevant shipping activity has been completed.
  </Card>

  <Card title="Integration Administrators" icon="settings" horizontal="false" target="_self">
    Administrators configure the shipping account, vendor information, SMTP connection, recipient details, and execution schedule.
  </Card>

  <Card title="Operations Teams" icon="bar-chart-2" horizontal="false" target="_self">
    Operations teams can use a shared mailbox as a consistent location for receiving and retaining manifest PDFs.
  </Card>
</Columns>

## Key Features

<Columns cols="2">
  <Card title="Scheduled Manifest Processing" icon="play" horizontal="false" target="_self">
    Runs automatically through a one-time or recurring Linnworks macro schedule.
  </Card>

  <Card title="ShippingService Integration" icon="cpu" horizontal="false" target="_self">
    Sends the configured manifest request through the Linnworks ShippingService API.
  </Card>

  <Card title="Automatic PDF Download" icon="package" horizontal="false" target="_self">
    Downloads the generated manifest document from the PDF URL returned by the shipping service.
  </Card>

  <Card title="Email Attachment Creation" icon="layers" horizontal="false" target="_self">
    Converts the downloaded PDF bytes into an attachment for the outgoing email.
  </Card>

  <Card title="Configurable SMTP Delivery" icon="settings" horizontal="false" target="_self">
    Uses configurable SMTP server, security, authentication, sender, recipient, and subject values.
  </Card>

  <Card title="Execution Logging" icon="bar-chart-2" horizontal="false" target="_self">
    Records ShippingService responses, email responses, successful delivery messages, and errors.
  </Card>
</Columns>

## How Auto File Manifest Works

Auto File Manifest follows a defined sequence whenever its configured schedule runs.

<Steps>
  <Step title="Step 1: Start the scheduled execution" title-type="p">
    Linnworks starts the macro according to the one-time or recurring schedule configured in Macro Configuration.
  </Step>

  <Step title="Step 2: Prepare the manifest request" title-type="p">
    The macro builds the Linnworks ShippingService request using the configured shipping vendor, account ID, and vendor information.
  </Step>

  <Step title="Step 3: Submit the ShippingService request" title-type="p">
    A proxied POST request is sent to the Linnworks ShippingService endpoint.
  </Step>

  <Step title="Step 4: Record the API response" title-type="p">
    The response returned by the ShippingService request is written to the macro log.
  </Step>

  <Step title="Step 5: Retrieve the generated PDF" title-type="p">
    The macro reads the returned PDF URL and downloads the generated manifest document.
  </Step>

  <Step title="Step 6: Create the attachment" title-type="p">
    The downloaded PDF bytes are converted into an email attachment.
  </Step>

  <Step title="Step 7: Build the outgoing email" title-type="p">
    The macro applies the configured SMTP server, security, sender, recipient, authentication, and subject values.
  </Step>

  <Step title="Step 8: Send the manifest email" title-type="p">
    The generated manifest PDF is sent as an email attachment to the configured recipient.
  </Step>

  <Step title="Step 9: Record the result" title-type="p">
    The macro logs the email response and records confirmation when the message is sent successfully.
  </Step>
</Steps>

## Configure the Macro

Once the app is installed, you need to set up the configuration, so the system knows when to run the manifest process and where to send the generated PDF.

This is a one-time setup and can be adjusted anytime based on your business needs.

### Steps to Configure

<Tabs>
  <Tab title="Step 1">
    **Go to Apps > Macro Configuration and click + Add new configuration.**

    <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257206975-ykl61geh2yl-pasted-image-1779257201884.png?fm=auto&auto=compress%2Cformat" width="1368" height="568" alt="" priority={true} fetchPriority="high" />
  </Tab>

  <Tab title="Step 2">
    **Select the AutoFileMenifest macro and click Create Configuration.**

    <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257281347-lmrorjg4sk-pasted-image-1779257276128.png?fm=auto&auto=compress%2Cformat" width="1200" height="553" alt="" priority={true} fetchPriority="high" />

    This creates a new configuration where you can define the schedule and required parameter values.
  </Tab>

  <Tab title="Step 3">
    **In the Macro Configuration screen, go to the Schedules tab and click on New Schedules.**

    <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257308041-l86z2pp756f-pasted-image-1779257302930.png?fm=auto&auto=compress%2Cformat" width="812" height="629" alt="" />
  </Tab>

  <Tab title="Step 4">
    - In the **Schedule Config** window, enter the **Name**
      <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257368656-vi4xgaod5c-pasted-image-1779257363677.png?fm=auto&auto=compress%2Cformat" width="722" height="665" alt="" />
    - Select **Schedule type** from the dropdown:
      - **One time** runs only once
      - **Recurring** runs repeatedly based on schedule
    - If **Recurring** is selected:
      - In **Frequency**, choose **Occurs** from dropdown:
        - **Daily**
        - **Weekly**
    - Set **Recurs every** value, for example 1 day or 1 week
    - Set the **Starting on** date and time
    - Under **Daily frequency**, choose one option:
      - **Occurs once at** → specify exact time
      - **Occurs every** → enter interval in hours and define:
        - **Starting time**
        - **Ending time**
    - Review the **Summary** section
    - Click **Save**
  </Tab>

  <Tab title="Step 5">
    - Navigate to the **Parameters** tab
      <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257407575-w1b97d4l2dg-pasted-image-1779257400431.png?fm=auto&auto=compress%2Cformat" width="720" height="633" alt="" />
    - In the parameters list, review each field, for example:
    - AccountId = ACC-1001
    - email = [test.manifest@example.com](mailto:test.manifest@example.com)
    - Vendor = Test Vendor Ltd
    - Enter or update values in the **Value** column as required
    - Ensure all required email and SMTP parameters are filled
    - Verify any **ReadOnly** fields that cannot be edited
    - Click **Save** to apply the configuration

    <Callout kind="warning" collapsed="false">
      **Note:** Do not expose SMTP passwords or email credentials in shared documentation. Store credentials securely in the macro configuration.
    </Callout>
  </Tab>

  <Tab title="Step 6">
    **Make sure to enable the macro to continue with the schedule Engine configuration.**

    <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1781346539421-zel1zqsxzoq-pasted-image-1781346536174.png?fm=auto&auto=compress%2Cformat" width="598" height="627" alt="" />
  </Tab>

  <Tab title="Step 7">
    **Make sure to enable the macro to continue with the schedule Engine configuration.**

    <Image src="https://blob-cdn.documentation.ai/org-87fb0951-1e07-4f5d-a887-8a7327c7777d/doc-98941d2e-0032-424f-8414-3034ac5fa6ee/1779257518376-te909z3gvlm-pasted-image-1779257514015.png?fm=auto&auto=compress%2Cformat" width="1312" height="30" alt="" />
  </Tab>
</Tabs>

## Key Benefits

Managing shipping manifests manually can require users to file the manifest, wait for the document, download the PDF, create an email, attach the file, and send it to the correct operational contact.

Auto File Manifest combines these steps into one scheduled workflow.

> Reduce manual manifest administration and deliver generated manifest PDFs to a consistent mailbox automatically.

<Columns cols="2">
  <Card title="Save Time on Manifest Processing" icon="trending-down" horizontal="false" target="_self">
    Reduces the need to file manifests, download documents, and send emails manually.
  </Card>

  <Card title="Deliver PDFs Automatically" icon="package" horizontal="false" target="_self">
    Sends the generated manifest PDF as an attachment to the configured recipient.
  </Card>

  <Card title="Improve Operational Consistency" icon="check-circle" horizontal="false" target="_self">
    Runs according to a repeatable schedule instead of depending on a manual user action.
  </Card>

  <Card title="Centralise Manifest Delivery" icon="layers" horizontal="false" target="_self">
    Allows manifest documents to be delivered to a shared fulfilment or operations mailbox.
  </Card>

  <Card title="Support Regular Shipping Workflows" icon="truck" horizontal="false" target="_self">
    Can be scheduled after dispatch activity or as part of an end-of-day manifest process.
  </Card>

  <Card title="Maintain Processing Visibility" icon="bar-chart-2" horizontal="false" target="_self">
    Logs the shipping request, email response, successful delivery, and processing errors.
  </Card>
</Columns>

## Usage of App

Auto File Manifest is designed to run through the **Linnworks Macro Schedule Engine**.

It does not require selected order IDs. Each execution uses the configured shipping and email settings to process the manifest and send the resulting document.

### Execution

<Card title="Trigger via Schedule" icon="play" horizontal="false" target="_self">
  Configure a one-time or recurring schedule, enter the required ShippingService and SMTP values, save the configuration, and enable the macro.
</Card>

### Outcome

When the scheduled macro runs, it:

<Steps>
  <Step title="Submits the manifest request" title-type="p">
    Sends the configured shipping vendor and account information to the Linnworks ShippingService endpoint.
  </Step>

  <Step title="Receives the manifest response" title-type="p">
    Records the API response and retrieves the URL for the generated manifest PDF.
  </Step>

  <Step title="Downloads the PDF" title-type="p">
    Reads the manifest file from the returned URL.
  </Step>

  <Step title="Creates the attachment" title-type="p">
    Names and attaches the downloaded PDF to the outgoing email.
  </Step>

  <Step title="Sends the email" title-type="p">
    Delivers the message using the configured SMTP and recipient values.
  </Step>

  <Step title="Logs the result" title-type="p">
    Records the email response, successful completion, or error information.
  </Step>
</Steps>

## Input Parameters

The supplied documentation identifies the following configuration values and behaviours.

| Parameter      | Required | Description                                                                     |
| -------------- | -------- | ------------------------------------------------------------------------------- |
| **AccountId**  | Yes      | Identifies the configured shipping account used by the ShippingService request. |
| **Vendor**     | Yes      | Defines the shipping vendor used during manifest processing.                    |
| **ServerName** | Yes      | Defines the SMTP server used to send the manifest email.                        |
| **useSSL**     | Yes      | Defines whether SSL is enabled for the SMTP connection.                         |
| **port**       | Yes      | Defines the SMTP port used for email delivery.                                  |
| **username**   | Yes      | Defines the SMTP account username.                                              |
| **password**   | Yes      | Defines the SMTP account password and must be stored securely.                  |
| **fromEmail**  | Yes      | Defines the sender email address.                                               |
| **fromName**   | Yes      | Defines the sender display name.                                                |
| **toEmail**    | Yes      | Defines the recipient email address.                                            |
| **toName**     | Yes      | Defines the recipient display name.                                             |
| **subject**    | Yes      | Defines the subject of the outgoing manifest email.                             |
| **Schedule**   | Yes      | Defines when the macro runs.                                                    |
| **OrderIds**   | No       | The macro is scheduled and does not process selected orders.                    |

The configuration screen may also contain read-only fields that should be reviewed but cannot be edited.

Example values shown in the configuration guidance include:

| Parameter | Example                     |
| --------- | --------------------------- |
| AccountId | `ACC-1001`                  |
| Vendor    | `Test Vendor Ltd`           |
| Email     | `test.manifest@example.com` |

<Callout kind="warning" collapsed="false">
  **Security:** Never publish SMTP usernames, passwords, private server details, or live recipient addresses in shared documentation, screenshots, logs, or public source repositories.
</Callout>

The manifest attachment uses the following file-name format:

`Manifest_ddMMyyyy_hhmmss.pdf`

For example:

`Manifest_23072026_173015.pdf`

The supplied documentation states that when the email process fails, the macro logs the error and returns `false`.

## Best Practices

> Configure the schedule after shipping activity is complete and verify the full email workflow with a controlled test before relying on it operationally.

<Columns cols="2">
  <Card title="Use a shared mailbox" icon="layers" horizontal="false" target="_self">
    Send manifest documents to a fulfilment or operations mailbox that the required team can access.
  </Card>

  <Card title="Schedule at the correct time" icon="settings" horizontal="false" target="_self">
    Run the macro after the relevant dispatch or shipping activity has completed.
  </Card>

  <Card title="Protect SMTP credentials" icon="check-circle" horizontal="false" target="_self">
    Keep authentication details secure and restrict access to the macro configuration.
  </Card>

  <Card title="Test PDF generation" icon="package" horizontal="false" target="_self">
    Confirm that the ShippingService response contains a valid PDF URL and that the downloaded attachment opens correctly.
  </Card>

  <Card title="Verify email delivery" icon="edit" horizontal="false" target="_self">
    Confirm that the configured recipient receives the expected subject and PDF attachment.
  </Card>

  <Card title="Monitor execution logs" icon="bar-chart-2" horizontal="false" target="_self">
    Review API responses, email responses, attachment failures, authentication errors, and delivery confirmation.
  </Card>
</Columns>

## FAQ

**How is Auto File Manifest triggered?**

The macro is triggered through a one-time or recurring schedule configured in Linnworks Macro Configuration.

**Does the macro use OrderIds?**

No. It runs independently as a scheduled macro.

**Which macro should be selected in Macro Configuration?**

Select `AutoFileMenifest`.

**Is the spelling AutoFileMenifest intentional?**

The supplied documentation identifies the macro and class using the spelling `AutoFileMenifest`.

**What does the macro do first?**

It prepares and submits a manifest-related request through the Linnworks ShippingService API.

**Which settings are used for the shipping request?**

The documentation identifies the shipping vendor, account ID, and vendor information as inputs to the request.

**How is the manifest PDF obtained?**

The macro downloads the document using the PDF URL returned by the ShippingService response.

**How is the PDF delivered?**

It is attached to an email and sent using the configured SMTP connection.

**What is the attachment file name?**

The file uses the format `Manifest_ddMMyyyy_hhmmss.pdf`.

**Can the recipient be configured?**

Yes. The recipient address and display name are controlled by `toEmail` and `toName`.

**Can the sender be configured?**

Yes. The sender address and display name are controlled by `fromEmail` and `fromName`.

**Can the subject be configured?**

Yes. The `subject` value controls the outgoing email subject.

**Does the macro support SSL?**

The supplied parameters include `useSSL`, which controls whether SSL is enabled for the SMTP connection.

**Which SMTP port is used?**

The macro uses the configured `port` value.

**Should the SMTP password be included in documentation?**

No. It should be stored securely in Macro Configuration and excluded from shared materials.

**What happens when the PDF URL is unavailable?**

The attachment may not be created successfully. The macro logs should be reviewed for the ShippingService response and related errors.

**What happens when the SMTP settings are incorrect?**

Email delivery fails and the error is logged.

**Does the macro retry failed emails automatically?**

No automatic retry behaviour is described in the supplied documentation.

**Does the macro save the PDF to a local folder?**

The supplied documentation describes downloading the PDF and attaching it to an email. It does not describe retaining a separate local copy.

**Can the macro run more than once per day?**

Yes. A recurring schedule can use an interval with a starting and ending time.

**What should be checked when no email arrives?**

Review the schedule, enabled status, ShippingService response, PDF URL, SMTP server, port, SSL setting, credentials, recipient address, and execution logs.

**What should be checked when the email arrives without an attachment?**

Confirm that the ShippingService returned a valid PDF URL and that the PDF download completed successfully.

**What should be checked when the macro does not run?**

Confirm that the configuration and schedule are saved and that the macro is enabled.

## Legal Information

- **Privacy Policy:** [https://rishvi.co.uk/privacy-policy/](https://rishvi.co.uk/privacy-policy/)
- **Terms and Conditions:** [https://rishvi.co.uk/terms-conditions/](https://rishvi.co.uk/terms-conditions/)

Please review these pages to understand how data is handled and the terms governing the use of this application.

Access to the macro configuration should be restricted because it contains shipping-account details, email addresses, and SMTP authentication information.

## Summary

Auto File Manifest automates scheduled manifest processing in Linnworks.

Once configured and enabled, the `AutoFileMenifest` macro sends the required ShippingService request, records the response, downloads the generated manifest PDF, creates a timestamped attachment, and emails it to the configured recipient.

<Columns cols="2">
  <Card title="Scheduled manifest processing" icon="play" horizontal="false" target="_self">
    One-time or recurring schedules control when the manifest workflow runs.
  </Card>

  <Card title="Automatic PDF retrieval" icon="package" horizontal="false" target="_self">
    The generated manifest is downloaded from the PDF URL returned by Linnworks.
  </Card>

  <Card title="Configured email delivery" icon="settings" horizontal="false" target="_self">
    SMTP, sender, recipient, and subject values control how the manifest is delivered.
  </Card>

  <Card title="Traceable execution" icon="bar-chart-2" horizontal="false" target="_self">
    ShippingService responses, email results, successful sends, and failures are logged.
  </Card>
</Columns>

For manifest emails that are not generated or delivered as expected, review the schedule and enabled status, verify the ShippingService and SMTP configuration, confirm that a valid PDF URL was returned, and inspect the macro execution logs.
