Workflow

Secure public access and e-signing

Connected Delivery Note guidance for secure public access and e-signing.

12 connected guidesLive filterPermission-aware instructions
12 guides
Guide

Open the secure public Delivery Note link

Open the secure public Delivery Note linkUse the tokenised recipient URL delivered by email or encoded in the PDF QR area.

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Understand public token routes and compatibility

Understand public token routes and compatibilityKnow which public paths are implemented and why the generated helper URL should be preferred.

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Understand invalid, missing and void public-link errors

Understand invalid, missing and void public-link errorsInterpret each access-denied branch implemented by the public controller.

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Sign a Delivery Note on the public page

Sign a Delivery Note on the public pageCapture the recipient’s one-time drawn signature through the code-backed public workflow.

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Clear and redraw the public signature

Clear and redraw the public signatureRemove an unfinished canvas signature before confirmation.

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Resolve empty-signature validation

Resolve empty-signature validationHandle both the client and server rejection paths when no signature data is submitted.

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Understand the one-time e-signature lock

Understand the one-time e-signature lockKnow how repeated visits and repeat posts behave after the first successful signature.

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Understand signature security metadata

Understand signature security metadataInterpret the evidence stored with a successful public signature.

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View a sealed signed Delivery Note

View a sealed signed Delivery NoteReopen the public document after signing without exposing another signing form.

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Open the Delivery Note PDF from a client invoice

Open the Delivery Note PDF from a client invoiceAllow an authorised customer contact to open the linked PDF from the CRM client invoice page.

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Understand client invoice access checks

Understand client invoice access checksKnow every branch that authorises or denies the client-facing PDF action.

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Troubleshoot a missing client Delivery Note PDF button

Troubleshoot a missing client Delivery Note PDF buttonResolve client-page visibility within the supplied hook and access rules.

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