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Secure public access and e-signing

Clear and redraw the public signature

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Remove an unfinished canvas signature before confirmation.

Audience: Delivery recipientsPermission: Valid token for an open noteModule v1.0.0
Jump to steps
Where to goSecure public Delivery Note link → Signature area → Clear

What this guide helps you do

Remove an unfinished canvas signature before confirmation. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

  1. Draw the signature.
  2. Select Clear before submitting.
  3. Verify the canvas is blank.
  4. Draw the correct signature.
  5. Select Confirm Delivery only when satisfied.

Fields and options

  • Clear button calls the Signature Pad clear method
  • No server record is changed until the form is submitted

Rules and limits

  • Clearing affects only the current browser canvas.
  • It does not create a sign_failed event.
  • After a successful submit, the note is signed and the canvas workflow is no longer available.

Check it worked

  • Only the final submitted signature is stored.

Safety checks and troubleshooting

  • Do not reload or close the page before submitting if the signature is still needed.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.

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