Use the floating QR Compliance document button
Open an existing compliance record from supported admin document pages.
Exact navigationAdmin Area → Open supported invoice/payment/credit note/estimate/proposal → QR Compliance
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
Open an existing compliance record from supported admin document pages. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Open a supported document page.
- Select the floating QR Compliance button.
- If the record exists, review it.
- If warned that no record exists, generate the PDF first.
Fields, choices and supported possibilities
Action scopeOpen an existing compliance record from supported admin document pages.
Module version2.1.0
NavigationAdmin Area → Open supported invoice/payment/credit note/estimate/proposal → QR Compliance
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The injected button recognises supported admin URL/hash patterns.
- It does not create the record; PDF generation does.
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.