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E-signature and public verification

Understand public verification email masking

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

Interpret the partially masked email shown for delivery evidence.

Audience: CRM staffPermission: Authenticated staff accountModule v1.0.0
Jump to steps
Where to goPublic verify page → Email delivery
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

Interpret the partially masked email shown for delivery evidence. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

  1. Verify the displayed local part is masked.
  2. Verify the domain remains visible.
  3. Use internal view for the full authorised address.

Fields and options

Action scopeInterpret the partially masked email shown for delivery evidence.
Module version1.0.0
Exact routePublic verify page → Email delivery
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Rules and limits

  • mask_email preserves the domain and reveals portions of the local part based on its length.
  • Masking reduces exposure but does not anonymise the domain or guarantee the person cannot be inferred.

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.

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