Complete QR signer fields
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Enter the identity fields accepted by the public form.
Where to goPublic QR page → Recipient details
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide helps you do
Enter the identity fields accepted by the public form. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Enter full name.
- Check or enter company.
- Enter role, normally Authorised recipient.
- Optionally enter email.
Fields and options
Full nameRequired; after trimming/sanitising it must contain at least two characters and is limited to 191.
RoleOptional; limited to 191.
EmailOptional; if entered it must be a valid email and is limited to 191.
CompanyOptional; limited to 191.
Rules and limits
- The initial values use the client primary-contact/company snapshot where available.
Check it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
Related guides
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