General and document settings

Understand QR PDF positioning

Know when the renderer uses configured X/Y coordinates or the current automatic PDF position.

Audience: CRM staffPermission: Staff loginModule v2.1.1
Exact navigationAdmin Area → Setup → Settings → QR Code Compliance → document tab
Before you begin
  • Use an authorised account and confirm the source CRM record or setting is correct.
  • Follow the exact route shown above; do not force database values to imitate a completed action.

What this guide covers

Know when the renderer uses configured X/Y coordinates or the current automatic PDF position. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Exact step-by-step process

  1. Enter both numeric X and Y values for fixed placement.
  2. Otherwise leave one or both blank.
  3. Generate the PDF and inspect page flow.

Fields, choices and supported possibilities

Action scopeKnow when the renderer uses configured X/Y coordinates or the current automatic PDF position.
Module version2.1.0
NavigationAdmin Area → Setup → Settings → QR Code Compliance → document tab
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.

Code-backed validations and workflow rules

  • When either configured coordinate is missing, the service inserts two line breaks and uses the PDF current available X/Y position.

Expected result and verification

  • The requested record, output or setting is created or updated through the supported module flow.
  • Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
  • An error message is investigated rather than bypassed.

Security, privacy and operational checks

  • Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
  • Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
  • Test configuration changes with controlled records before production-wide use.
  • Retain or delete evidence only under an authorised retention process.