General and document settings

Understand QR PDF positioning

This guide explains that when the renderer uses configured X/Y coordinates or the current automatic PDF position.

Audience: CRM staffPermission: Staff loginModule v2.1.1
Jump to steps
Where to goAdmin Area → Setup → Settings → QR Code Compliance → document tab
Before you start
  • 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 helps you do

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.

Follow these steps

  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 and options

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
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

Rules and limits

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

Check it worked

  • 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.