Complete QR signer fields
Enter the identity fields accepted by the public form.
Exact navigationPublic QR page → Recipient details
Before you begin
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide covers
Enter the identity fields accepted by the public form. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Enter full name.
- Review or enter company.
- Enter role, normally Authorised recipient.
- Optionally enter email.
Fields, choices and supported possibilities
Full nameRequired; after trimming/sanitising it must contain at least two characters and is limited to 191.
RoleOptional; limited to 191.
EmailOptional; if entered it must be a valid email and is limited to 191.
CompanyOptional; limited to 191.
Code-backed validations and workflow rules
- The initial values use the client primary-contact/company snapshot where available.
Expected result and verification
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.