Workflow

QR Code Compliance — Record creation, snapshots and PDF output

Understand supported documents, one-record-per-document creation, redacted immutable snapshots, tokens, fingerprints, fallback output and verified stamps.

9 connected guidesLive filterPermission-aware instructions
9 guides
Guide

Create a QR compliance record by generating a PDF

Create a QR compliance record by generating a PDFTrigger get-or-create through the supported PDF close hook.Admin Area → Sales → Open supported document → View or download PDF

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Understand supported QR document types

Understand supported QR document typesUse QR compliance on the five live service classes and do not claim expense support.Admin Area → Sales → Invoices / Payments / Credit Notes / Estimates / Proposals

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Understand QR document and client snapshots

Understand QR document and client snapshotsKnow the immutable evidence copied at record creation.Admin Area → QR Compliance Records → Open record → Document snapshot

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Understand QR snapshot secret redaction

Understand QR snapshot secret redactionConfirm security-like keys are replaced before snapshot storage.Admin Area → QR Compliance Records → Open record → Snapshot

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Understand QR public token generation

Understand QR public token generationKnow how the 64-character public URL token is created and checked.Automatic record creation → Public signing URL

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Understand QR document fingerprint

Understand QR document fingerprintUse the SHA-256 snapshot fingerprint as part of later integrity verification.Admin Area → QR Compliance Records → Open signed record → Cryptographic evidence

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Understand QR record statuses

Understand QR record statusesInterpret pending and signed states used by the live model and filters.Admin Area → QR Compliance Records

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Understand legacy fallback when record creation fails

Understand legacy fallback when record creation failsKnow why a PDF may contain configured merge-field content instead of a signing URL.Admin Area → Setup → Settings → QR Code Compliance, then generate PDF

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Render the verified locked PDF stamp

Render the verified locked PDF stampRegenerate a signed document PDF to include the green evidence stamp.Admin Area → Sales → Open signed source document → View or download PDF

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