Review the locked public QR record
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 the same public URL after signing to review the immutable evidence summary.
Where to goPublic QR page → Signed record
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 the same public URL after signing to review the immutable evidence summary. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Go to the same QR URL.
- Check signer, role/company/email, date/time, IP presentation, location, verification code, hashes and document fingerprint.
- Verify the integrity result is valid.
Fields and options
Action scopeUse the same public URL after signing to review the immutable evidence summary.
Module version2.1.0
NavigationPublic QR page → Signed record
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- The signed page is read-only and does not offer a second signature.
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
Was this guide useful?Your response is stored only in this browser.