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PDF, QR, email and audit evidence

Understand the signed-confirmation email

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

This guide explains that what is sent after the model accepts the one-time signature.

Audience: Delivery recipients and administratorsPermission: Valid open-note tokenModule v1.0.0
Jump to steps
Where to goAutomatic after Secure public Delivery Note link → Confirm Delivery

What this guide helps you do

Know what is sent after the model accepts the one-time signature. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

  1. Complete the public signature.
  2. Wait for the sealed page.
  3. Check Recipient Email for Confirmation: Delivery Note {reference} Signed.
  4. Check signed time, IP and secure hash shown in the message.
  5. Use View Sealed Document to reopen the same note.

Fields and options

  • Recipient Email stored on note
  • Signed timestamp labelled UTC in email content
  • IP address
  • Full signature hash
  • Sealed-document link

Rules and limits

  • The confirmation is attempted only after the database update affects the note and the signed event is recorded.
  • No confirmation is sent when Recipient Email is blank.
  • The code does not attach the PDF.
  • Email success/failure is not stored in a dedicated Delivery Note event.

Check it worked

  • The recipient receives an automated evidence summary and sealed-document link.

Safety checks and troubleshooting

  • Do not treat mailbox delivery alone as proof that the recipient identity was independently verified.
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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