Understand the PDF header and footer
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 review reference, company contact, verification code and page numbering added automatically.
Where to goGenerated PDF → header and footer
Before you start
- Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
- Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.
What this guide helps you do
Review reference, company contact, verification code and page numbering added automatically. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Check the reference and company name in the header.
- Check company address, phone and website in the header.
- Check the footer verification code or fallback reference.
- Check Page X of Y numbering.
Fields and options
Action scopeCheck reference, company contact, verification code and page numbering added automatically.
Module version1.0.0
Exact routeGenerated PDF → header and footer
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.
Rules and limits
- Header and Footer are implemented by the LetterPDF class.
- The footer uses random_verification_code and can fall back to reference_no.
Check it worked
- The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
- The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
- Any warning, missing file or failed send is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify recipient identity before sending or exposing public links.
- Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
- Test configuration and deployment changes with controlled records before production-wide use.
- Interpret email opens and e-signatures according to their documented technical limitations.
Related guides
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