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Agreement rules and e-signatures

Use the public HMO Agreement Thank You route

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

Follow the public controller action Hmo_manager_public::agreement_thank_you through its supported token, room or property route.

Audience: CRM staffPermission: Public visitor or token recipientModule v2.0.1
Jump to steps
Where to goAgreement signature thank-you link
Before you start
  • Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
  • Verify module activation and the stated permission instead of using another staff member’s account.
  • For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide helps you do

Follow the public controller action Hmo_manager_public::agreement_thank_you through its supported token, room or property route. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

  1. Sign in to the staff admin area and open Agreement signature thank-you link.
  2. Verify that your account meets the access rule: Public visitor or token recipient.
  3. Go to the required record or configuration and review its current values before making a change.
  4. Complete the displayed fields or action exactly as described in this guide.
  5. Save, submit, download or confirm the action using the button presented by the module.
  6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options

Public controller methodHmo_manager_public::agreement_thank_you
Route contextAgreement signature thank-you link
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-agreements/

Rules and limits

  • The route is intentionally public and uses record IDs or bearer tokens according to the workflow.
  • Invalid, unavailable, expired, cancelled or already-submitted records return a not-found/unavailable/thank-you branch as coded.

Check it worked

  • The use the public hmo agreement thank you route workflow completes without bypassing the module’s permission and validation checks.
  • The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
  • Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

  • Use least-privilege staff access and do not use another person’s account to reach a hidden action.
  • Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
  • Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.

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