Workflow

QR Code Compliance — Admin records and audit

Filter records, open detail evidence, review event timelines, use source/public links and understand the floating document shortcut.

7 connected guidesLive filterPermission-aware instructions
7 guides
Guide

Open QR Compliance Records

Open QR Compliance RecordsReview the administrator-only register.Admin Area → QR Compliance Records

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Filter and page QR Compliance Records

Filter and page QR Compliance RecordsUse All, Pending or Signed and the fixed 50-record page size.Admin Area → QR Compliance Records

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Review a QR Compliance record

Review a QR Compliance recordInspect source document, client, recipient, signature, scan/sign metadata and integrity.Admin Area → QR Compliance Records → Open record

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Use QR source-document and public links

Use QR source-document and public linksOpen the underlying CRM document or its public evidence from the record detail.Admin Area → QR Compliance Records → Open record

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Review the QR event timeline

Review the QR event timelineRead first_scan and signed_and_locked evidence in chronological order.Admin Area → QR Compliance Records → Open record → Event timeline

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Use the floating QR Compliance document button

Use the floating QR Compliance document buttonOpen an existing compliance record from supported admin document pages.Admin Area → Open supported invoice/payment/credit note/estimate/proposal → QR Compliance

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Understand QR IP masking and location evidence

Understand QR IP masking and location evidenceDistinguish full/masked IP, network location headers and optional device coordinates.Admin Area → QR Compliance Records → Open record

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