Workflow

QR Code Compliance complete guide set

Place configurable QR codes on supported sales PDFs, create immutable compliance records, collect a one-time public handwritten signature and render a verified locked evidence stamp after integrity verification.

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55 guides
Guide

QR Code Compliance module overview

QR Code Compliance module overviewUnderstand PDF QR generation, public recipient signing, cryptographic evidence, admin review and verified stamps.Admin Area → Setup → Settings → QR Code Compliance

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Install and activate QR Code Compliance

Install and activate QR Code ComplianceRun the supplied installer and register settings, admin records and PDF hooks.Admin Area → Setup → Modules → QR Code Manager → Activate

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Understand QR Code Compliance administrator access

Understand QR Code Compliance administrator accessApply the exact is_admin gate used by the records controller and settings registration.Admin Area → QR Compliance Records / Setup → Settings → QR Code Compliance

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Understand QR Code Compliance routes

Understand QR Code Compliance routesUse the supported admin, document lookup and public signing endpoints through their normal links.Code-backed reference → qrcode controllers and helper URLs

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Verify QR Code Compliance database readiness

Verify QR Code Compliance database readinessConfirm the compliance record and event tables exist before generating evidence.Admin Area → QR Compliance Records

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Understand QR Code Compliance migrations

Understand QR Code Compliance migrationsKnow the supplied 1.0.1, 1.0.2, 2.0.0 and 2.1.0 migration sequence without presenting migration internals as user features.Admin Area → Setup → Modules → QR Code Manager → Upgrade Database

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Deactivate QR Code Compliance with data-loss warning

Deactivate QR Code Compliance with data-loss warningUnderstand that the supplied deactivation hook calls the same data-removal routine as uninstall.Admin Area → Setup → Modules → QR Code Manager → Deactivate

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Uninstall QR Code Compliance

Uninstall QR Code ComplianceRemove the module only after preserving legally required evidence.Admin Area → Setup → Modules → QR Code Manager → Uninstall

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Configure QR Code Compliance general settings

Configure QR Code Compliance general settingsSet the master compliance, verified-stamp and public-IP behaviour.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure QR code dimensions

Configure QR code dimensionsSet the width and height passed to the PDF QR renderer.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure verified-stamp position and size

Configure verified-stamp position and sizeUse automatic beside-QR placement or complete manual X/Y coordinates.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure public IP display

Configure public IP displayChoose whether the public signed page/stamp shows a full or masked IP address.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure Invoice QR code settings

Configure Invoice QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for invoice PDFs.Admin Area → Setup → Settings → QR Code Compliance → Invoices

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Configure Payment QR code settings

Configure Payment QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for payment PDFs.Admin Area → Setup → Settings → QR Code Compliance → Payments

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Configure Credit Note QR code settings

Configure Credit Note QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for credit note PDFs.Admin Area → Setup → Settings → QR Code Compliance → Credit Notes

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Configure Estimate QR code settings

Configure Estimate QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for estimate PDFs.Admin Area → Setup → Settings → QR Code Compliance → Estimates

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Configure Proposal QR code settings

Configure Proposal QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for proposal PDFs.Admin Area → Setup → Settings → QR Code Compliance → Proposals

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Configure invoice legacy Base64 QR content

Configure invoice legacy Base64 QR contentApply the invoice-only Base64 option when compliance mode is disabled.Admin Area → Setup → Settings → QR Code Compliance → Invoices

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Insert legacy QR merge fields

Insert legacy QR merge fieldsBuild non-compliance QR content from the supported document, client and other merge fields.Admin Area → Setup → Settings → QR Code Compliance → document tab → QR Code Info

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Understand QR PDF positioning

Understand QR PDF positioningKnow when the renderer uses configured X/Y coordinates or the current automatic PDF position.Admin Area → Setup → Settings → QR Code Compliance → document tab

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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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Open a QR public signing page

Open a QR public signing pageScan a valid QR and load the no-index, no-cache recipient page.Public action → Scan the QR code printed on a supported PDF

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Understand first QR scan evidence

Understand first QR scan evidenceKnow what is captured when the public URL is first accessed.Public QR page → First valid access

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Complete QR signer fields

Complete QR signer fieldsEnter the identity fields accepted by the public form.Public QR page → Recipient details

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Draw and clear a QR handwritten signature

Draw and clear a QR handwritten signatureUse mouse, touch or stylus input and clear/retry before submission.Public QR page → Signature box

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Understand server-side QR signature validation

Understand server-side QR signature validationMeet the PNG, byte-size, image-dimension and non-blank checks performed after submission.Public QR page → Submit signature

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Accept the QR electronic-signature declaration

Accept the QR electronic-signature declarationProvide the exact consent required to create a binding locked receipt.Public QR page → Electronic-signature declaration

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Allow or refuse QR device geolocation

Allow or refuse QR device geolocationUnderstand the optional browser-location attempt and continued signing when it is unavailable.Public QR page → Submit signature

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Understand QR signing transaction and concurrency

Understand QR signing transaction and concurrencyKnow how the model prevents two successful signatures on one pending record.Public QR page → Submit signature

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Review the locked public QR record

Review the locked public QR recordUse the same public URL after signing to review the immutable evidence summary.Public QR page → Signed record

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Understand QR verification code and evidence hash

Understand QR verification code and evidence hashInterpret the HMAC-backed evidence and grouped verification code.Admin Area → QR Compliance Records → Open signed record

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Verify QR record integrity

Verify QR record integrityRun the model checks for signature hash, snapshot fingerprint, evidence HMAC and verification code.Admin Area → QR Compliance Records → Open signed record

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Understand QR public security headers

Understand QR public security headersKnow the browser protections applied to the public signing page.Public QR page → Response headers

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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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Troubleshoot an invalid QR public link

Troubleshoot an invalid QR public linkResolve malformed, unknown or removed-token 404 results.Public QR page

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Handle a QR record that is already signed

Handle a QR record that is already signedReview rather than replace a locked signature.Public QR page → Signed record

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Troubleshoot a missing QR Compliance record

Troubleshoot a missing QR Compliance recordCreate the record through the correct enabled PDF path.Admin Area → Setup → Settings → QR Code Compliance, then source document → PDF

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Troubleshoot a missing QR code on a PDF

Troubleshoot a missing QR code on a PDFCheck the per-document setting, supported type, service hook and position.Admin Area → Setup → Settings → QR Code Compliance → document tab

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Troubleshoot a missing verified QR stamp

Troubleshoot a missing verified QR stampSeparate pending status, disabled stamp, integrity failure and placement causes.Admin Area → QR Compliance Records → record, then source document → PDF

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Handle a failed QR integrity check

Handle a failed QR integrity checkStop presentation of verified evidence and investigate the stored components.Admin Area → QR Compliance Records → Open signed record

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Understand QR Code Compliance limitations

Understand QR Code Compliance limitationsUse only the capabilities present in version 2.1.0.Admin Area → QR Compliance Records / Setup → Settings → QR Code Compliance

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