Workflow

PDF, QR, email and audit evidence

Connected Delivery Note guidance for pdf, qr, email and audit evidence.

11 connected guidesLive filterPermission-aware instructions
11 guides
Guide

Generate a Delivery Note PDF from the admin area

Generate a Delivery Note PDF from the admin areaStream the module-generated PDF for an authorised delivery note.

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Guide

Understand Delivery Note PDF content

Understand Delivery Note PDF contentKnow every major section the PDF renders and what it intentionally excludes.

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Understand tenant branding in the Delivery Note PDF

Understand tenant branding in the Delivery Note PDFIdentify the company options and logo file used by the document generator.

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Understand Delivery Note PDF footer behaviour

Understand Delivery Note PDF footer behaviourDistinguish the installed footer-text option from the footer actually rendered by the supplied PDF code.

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Understand QR-code generation and fallback

Understand QR-code generation and fallbackKnow how the module represents the secure public URL when different QR libraries are available.

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Troubleshoot Delivery Note PDF or QR output

Troubleshoot Delivery Note PDF or QR outputDiagnose document generation without changing unrelated CRM, theme or server files.

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Understand the dispatch-email automation

Understand the dispatch-email automationKnow when the module sends the initial recipient message and what it contains.

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Understand the signed-confirmation email

Understand the signed-confirmation emailKnow what is sent after the model accepts the one-time signature.

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Configure the SMTP dependency for Delivery Note email

Configure the SMTP dependency for Delivery Note emailUse the core CRM’s approved outbound-email configuration because the module has no separate mail settings.

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Troubleshoot Delivery Note email delivery

Troubleshoot Delivery Note email deliveryCheck creation/signing conditions and the global mail dependency without altering note evidence.

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Understand Delivery Note event types

Understand Delivery Note event typesUse the exact lifecycle event names written by the supplied model and controllers.

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