Draw and clear a QR handwritten signature
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 mouse, touch or stylus input and clear/retry before submission.
Where to goPublic QR page → Signature box
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 mouse, touch or stylus input and clear/retry before submission. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Draw a complete handwritten signature.
- Use Clear when it must be redrawn.
- Verify the signature is visibly complete before submitting.
Fields and options
Action scopeUse mouse, touch or stylus input and clear/retry before submission.
Module version2.1.0
NavigationPublic QR page → Signature box
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Client-side code requires actual ink and a minimum accumulated drawing distance of 80; a dot or untouched canvas is rejected.
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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