Render the verified locked PDF stamp
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Regenerate a signed document PDF to include the green evidence stamp.
Where to goAdmin Area → Sales → Open signed source document → View or download PDF
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
Regenerate a signed document PDF to include the green evidence stamp. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Make sure Verified stamp enabled is Yes.
- Complete the public signature.
- Regenerate the source PDF.
- Verify the green verified locked stamp appears and matches the record.
Fields and options
Stamp contentsDocument reference, signer/role, signed date/time, public or masked IP, verification code and valid signature image where available.
Rules and limits
- The stamp is rendered only when the record status is signed and integrity verification passes.
- Integrity or signature-image errors are logged and prevent misleading evidence output.
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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