Public scanning and signing

Understand QR signing transaction and concurrency

Know how the model prevents two successful signatures on one pending record.

Audience: Administrators and developersPermission: Staff loginModule v2.1.1
Exact navigationPublic QR page → Submit signature
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 how the model prevents two successful signatures on one pending record. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Exact step-by-step process

  1. Use the public form once.
  2. If two submissions race, allow the server to resolve the current record state.
  3. Review the final signed record.

Fields, choices and supported possibilities

Action scopeKnow how the model prevents two successful signatures on one pending record.
Module version2.1.0
NavigationPublic QR page → Submit signature
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.

Code-backed validations and workflow rules

  • The model locks the database row FOR UPDATE and updates only a pending record.
  • A second or concurrent submission receives the current already-signed outcome rather than replacing evidence.

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.