QR Code Compliance
Place configurable QR codes on supported sales PDFs, create immutable compliance records, collect a one-time public handwritten signature and render a verified locked evidence stamp after integrity verification.
Installation, access and lifecycle
Install version 2.1.0, use administrator-only records/settings, understand routes and avoid destructive deactivation or uninstall data loss.
01QR Code Compliance module overviewUnderstand PDF QR generation, public recipient signing, cryptographic evidence, admin review and verified stamps.02Install and activate QR Code ComplianceRun the supplied installer and register settings, admin records and PDF hooks.03Understand QR Code Compliance administrator accessApply the exact is_admin gate used by the records controller and settings registration.04Understand QR Code Compliance routesUse the supported admin, document lookup and public signing endpoints through their normal links.05Verify QR Code Compliance database readinessConfirm the compliance record and event tables exist before generating evidence.06Understand QR Code Compliance migrationsKnow the supplied 1.0.1, 1.0.2, 2.0.0 and 2.1.0 migration sequence without presenting migration internals as user features.07Deactivate QR Code Manager without deleting evidenceDisable version 2.1.1 reversibly while preserving settings, signatures, compliance records, events and evidence.08Uninstall QR Code ComplianceRemove the module only after preserving legally required evidence.
General and document settings
Configure compliance mode, verified stamps, public IP display, QR/stamp dimensions and each supported PDF document type.
01Configure QR Code Compliance general settingsSet the master compliance, verified-stamp and public-IP behaviour.02Configure QR code dimensionsSet the width and height passed to the PDF QR renderer.03Configure verified-stamp position and sizeUse automatic beside-QR placement or complete manual X/Y coordinates.04Configure public IP displayChoose whether the public signed page/stamp shows a full or masked IP address.05Configure Invoice QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for invoice PDFs.06Configure Payment QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for payment PDFs.07Configure Credit Note QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for credit note PDFs.08Configure Estimate QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for estimate PDFs.09Configure Proposal QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for proposal PDFs.10Configure invoice legacy Base64 QR contentApply the invoice-only Base64 option when compliance mode is disabled.11Insert legacy QR merge fieldsBuild non-compliance QR content from the supported document, client and other merge fields.12Understand QR PDF positioningKnow when the renderer uses configured X/Y coordinates or the current automatic PDF position.
Record creation, snapshots and PDF output
Understand supported documents, one-record-per-document creation, redacted immutable snapshots, tokens, fingerprints, fallback output and verified stamps.
01Create a QR compliance record by generating a PDFTrigger get-or-create through the supported PDF close hook.02Understand supported QR document typesUse QR compliance on the five live service classes and do not claim expense support.03Understand QR document and client snapshotsKnow the immutable evidence copied at record creation.04Understand QR snapshot secret redactionConfirm security-like keys are replaced before snapshot storage.05Understand QR public token generationKnow how the 64-character public URL token is created and checked.06Understand QR document fingerprintUse the SHA-256 snapshot fingerprint as part of later integrity verification.07Understand QR record statusesInterpret pending and signed states used by the live model and filters.08Understand legacy fallback when record creation failsKnow why a PDF may contain configured merge-field content instead of a signing URL.09Render the verified locked PDF stampRegenerate a signed document PDF to include the green evidence stamp.
Public scanning and signing
Follow first-scan evidence, form fields, handwritten-signature validation, consent, optional geolocation, concurrency locking and the final locked public record.
01Open a QR public signing pageScan a valid QR and load the no-index, no-cache recipient page.02Understand first QR scan evidenceKnow what is captured when the public URL is first accessed.03Complete QR signer fieldsEnter the identity fields accepted by the public form.04Draw and clear a QR handwritten signatureUse mouse, touch or stylus input and clear/retry before submission.05Understand server-side QR signature validationMeet the PNG, byte-size, image-dimension and non-blank checks performed after submission.06Accept the QR electronic-signature declarationProvide the exact consent required to create a binding locked receipt.07Allow or refuse QR device geolocationUnderstand the optional browser-location attempt and continued signing when it is unavailable.08Understand QR signing transaction and concurrencyKnow how the model prevents two successful signatures on one pending record.09Review the locked public QR recordUse the same public URL after signing to review the immutable evidence summary.10Understand QR verification code and evidence hashInterpret the HMAC-backed evidence and grouped verification code.11Verify QR record integrityRun the model checks for signature hash, snapshot fingerprint, evidence HMAC and verification code.12Understand QR public security headersKnow the browser protections applied to the public signing page.
Admin records and audit
Filter records, open detail evidence, review event timelines, use source/public links and understand the floating document shortcut.
01Open QR Compliance RecordsReview the administrator-only register.02Filter and page QR Compliance RecordsUse All, Pending or Signed and the fixed 50-record page size.03Review a QR Compliance recordInspect source document, client, recipient, signature, scan/sign metadata and integrity.04Use QR source-document and public linksOpen the underlying CRM document or its public evidence from the record detail.05Review the QR event timelineRead first_scan and signed_and_locked evidence in chronological order.06Use the floating QR Compliance document buttonOpen an existing compliance record from supported admin document pages.07Understand QR IP masking and location evidenceDistinguish full/masked IP, network location headers and optional device coordinates.
Troubleshooting and limitations
Resolve invalid links, duplicate signing, missing records/QR/stamps, failed integrity and use only implemented functionality.
01Troubleshoot an invalid QR public linkResolve malformed, unknown or removed-token 404 results.02Handle a QR record that is already signedReview rather than replace a locked signature.03Troubleshoot a missing QR Compliance recordCreate the record through the correct enabled PDF path.04Troubleshoot a missing QR code on a PDFCheck the per-document setting, supported type, service hook and position.05Troubleshoot a missing verified QR stampSeparate pending status, disabled stamp, integrity failure and placement causes.06Handle a failed QR integrity checkStop presentation of verified evidence and investigate the stored components.07Understand QR Code Compliance limitationsUse only the capabilities present in version 2.1.0.
Version 2.1.1 update and safety hardening
Upgrade safely, preserve evidence on deactivation, use corrected settings registration and verify the stricter PDF, merge-field and size validation introduced in QR Code Manager 2.1.1.
Open connected topic →01Upgrade QR Code Manager to version 2.1.1Apply migration 211 and rerun the idempotent installer used by the new migration.Admin Area → Setup → Modules → QR Code Manager → Upgrade Database02Deactivate QR Code Manager without deleting evidenceDisable the module while preserving settings, signatures, compliance records, events and evidence.Admin Area → Setup → Modules → QR Code Manager → Deactivate03Uninstall QR Code Manager and remove module dataUse the explicit uninstall lifecycle only after preserving legally required evidence.Admin Area → Setup → Modules → QR Code Manager → Uninstall04Find QR Code Manager under General settingsOpen the correctly registered child settings section after the 2.1.1 settings fix.Admin Area → Setup → Settings → General → QR Code Manager05Verify QR settings compatibility on an older CRM releaseConfirm the fallback settings-tab registration works when the child-section API is unavailable.Admin Area → Setup → Settings → QR Code Manager06Understand the hardened PDF-close hookKnow when the module safely renders a QR code and when it returns without changing the PDF.Generate a supported Invoice, Payment, Credit Note, Estimate or Proposal PDF07Use the validated QR document identifierGenerate a supported document PDF only from a saved document with a positive ID.Open a supported sales document → PDF08Use validated legacy QR merge-field outputGenerate legacy QR content only from a non-empty template and valid formatter arrays.Setup → Settings → General → QR Code Manager → supported document settings09Use the enforced QR size limitsConfigure a QR width and height inside the 10–100 range enforced by version 2.1.1.Admin Area → Setup → Settings → General → QR Code Manager10Use the enforced verified-stamp size limitsConfigure verified-stamp width from 78–118 and height from 29–44.Admin Area → Setup → Settings → General → QR Code Manager11Understand safer Invoice, Payment and Credit Note data accessGenerate supported PDFs without relying on missing nested object properties.Open the source document → PDF12Understand Estimate and Proposal client snapshot rulesKnow when customer merge data is included in the compliance snapshot.Open an Estimate or Proposal → PDF13Run the QR Code Manager v2.1.1 production verification checklistVerify migration, settings placement, evidence preservation, size bounds and supported PDF output.Admin Area → Setup → Modules and Setup → Settings → General → QR Code Manager