Understand Delivery Note data retention and uninstall risk
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Plan retention around invoices, signed evidence, events, public links and module removal.
Where to goOrganisation retention process → Admin Area → Delivery Note
What this guide helps you do
Plan retention around invoices, signed evidence, events, public links and module removal. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Identify open, signed and void records subject to retention.
- Export or retain approved PDFs and related invoice evidence.
- Protect public tokens and signature data during storage or transfer.
- Decide whether deactivation or uninstall is appropriate.
- Document the approval and verification outcome.
Fields and options
- Delivery note row and snapshots
- Signature image/hash/IP/user agent/time
- Event timeline
- Related core invoice
- Generated PDFs are streamed, not stored as module file records
Rules and limits
- Deactivation preserves tables; uninstall drops them.
- The module has no built-in retention schedule, legal hold, archive or anonymisation workflow.
- Voiding does not erase data.
- Core invoices remain after uninstall but module evidence does not.
Check it worked
- Retention decisions are made explicitly before any destructive module lifecycle action.
Safety checks and troubleshooting
- Apply legal and organisational retention requirements; this guide does not replace professional advice.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
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