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General and document settings

Configure verified-stamp position and size

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

Follow this guide to use automatic beside-QR placement or complete manual X/Y coordinates.

Audience: CRM staffPermission: AdministratorModule v2.1.1
Jump to steps
Where to goAdmin Area → Setup → Settings → QR Code Compliance → General
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

Use automatic beside-QR placement or complete manual X/Y coordinates. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Leave both Stamp X and Stamp Y blank for automatic placement beside the QR.
  2. For manual placement, enter both numeric X and Y values.
  3. Set stamp width and height.
  4. Save and test a signed document PDF.

Fields and options

Default width105; renderer clamps to 78–118.
Default height32; renderer clamps to 29–44.

Rules and limits

  • Entering only one manual coordinate does not create a complete manual position.

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.

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