Secure public access and e-signing

Open the secure public Delivery Note link

Use the tokenised recipient URL delivered by email or encoded in the PDF QR area.

Audience: Delivery recipientsPermission: Secure token possessionModule v1.0.0
Exact navigationRecipient email or Delivery Note QR code → Open secure link

What this guide covers

Use the tokenised recipient URL delivered by email or encoded in the PDF QR area. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Exact step-by-step process

  1. Open the View & Sign Delivery Note link or scan the QR representation.
  2. Confirm the reference, delivery date, recipient and delivered items.
  3. Review delivery notes and address.
  4. If status is Open, proceed to the signature section.
  5. If status is Signed, review the sealed confirmation instead.

Fields, choices and supported possibilities

  • Primary query-token URL generated by helper
  • Reference and status
  • Delivery data and item snapshot
  • Signature form only for unsigned records

Code-backed validations and workflow rules

  • The public controller accepts a token from the route or `t` query parameter.
  • Opening a valid non-void note logs `viewed`.
  • No CRM login is required because the unguessable token authorises access.
  • The link does not expire in the supplied code.

Expected result and verification

  • The intended recipient can review the delivery evidence without staff-portal access.

Checks, security and troubleshooting

  • Treat the URL as confidential; forwarding it grants the same public access.
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.