QR Code Compliance

QR Code Compliance module overview

QR Code Compliance module overviewUnderstand PDF QR generation, public recipient signing, cryptographic evidence, admin review and verified stamps.

Install and activate QR Code Compliance

Install and activate QR Code ComplianceRun the supplied installer and register settings, admin records and PDF hooks.

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.

Understand QR Code Compliance routes

Understand QR Code Compliance routesUse the supported admin, document lookup and public signing endpoints through their normal links.

Verify QR Code Compliance database readiness

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

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.

Deactivate QR Code Manager without deleting evidence

Deactivate QR Code Manager without deleting evidenceDisable version 2.1.1 reversibly while preserving settings, signatures, compliance records, events and evidence.

Uninstall QR Code Compliance

Uninstall QR Code ComplianceRemove the module only after preserving legally required evidence.

Configure QR Code Compliance general settings

Configure QR Code Compliance general settingsSet the master compliance, verified-stamp and public-IP behaviour.

Configure QR code dimensions

Configure QR code dimensionsSet the width and height passed to the PDF QR renderer.

Configure verified-stamp position and size

Configure verified-stamp position and sizeUse automatic beside-QR placement or complete manual X/Y coordinates.

Configure public IP display

Configure public IP displayChoose whether the public signed page/stamp shows a full or masked IP address.

Configure Invoice QR code settings

Configure Invoice QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for invoice PDFs.

Configure Payment QR code settings

Configure Payment QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for payment PDFs.

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.

Configure Estimate QR code settings

Configure Estimate QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for estimate PDFs.

Configure Proposal QR code settings

Configure Proposal QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for proposal PDFs.

Configure invoice legacy Base64 QR content

Configure invoice legacy Base64 QR contentApply the invoice-only Base64 option when compliance mode is disabled.

Insert legacy QR merge fields

Insert legacy QR merge fieldsBuild non-compliance QR content from the supported document, client and other merge fields.

Understand QR PDF positioning

Understand QR PDF positioningKnow when the renderer uses configured X/Y coordinates or the current automatic PDF position.

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.

Understand supported QR document types

Understand supported QR document typesUse QR compliance on the five live service classes and do not claim expense support.

Understand QR document and client snapshots

Understand QR document and client snapshotsKnow the immutable evidence copied at record creation.

Understand QR snapshot secret redaction

Understand QR snapshot secret redactionConfirm security-like keys are replaced before snapshot storage.

Understand QR public token generation

Understand QR public token generationKnow how the 64-character public URL token is created and checked.

Understand QR document fingerprint

Understand QR document fingerprintUse the SHA-256 snapshot fingerprint as part of later integrity verification.

Understand QR record statuses

Understand QR record statusesInterpret pending and signed states used by the live model and filters.

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.

Render the verified locked PDF stamp

Render the verified locked PDF stampRegenerate a signed document PDF to include the green evidence stamp.

Open a QR public signing page

Open a QR public signing pageScan a valid QR and load the no-index, no-cache recipient page.

Understand first QR scan evidence

Understand first QR scan evidenceKnow what is captured when the public URL is first accessed.

Complete QR signer fields

Complete QR signer fieldsEnter the identity fields accepted by the public form.

Draw and clear a QR handwritten signature

Draw and clear a QR handwritten signatureUse mouse, touch or stylus input and clear/retry before submission.

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.

Accept the QR electronic-signature declaration

Accept the QR electronic-signature declarationProvide the exact consent required to create a binding locked receipt.

Allow or refuse QR device geolocation

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

Understand QR signing transaction and concurrency

Understand QR signing transaction and concurrencyKnow how the model prevents two successful signatures on one pending record.

Review the locked public QR record

Review the locked public QR recordUse the same public URL after signing to review the immutable evidence summary.

Understand QR verification code and evidence hash

Understand QR verification code and evidence hashInterpret the HMAC-backed evidence and grouped verification code.

Verify QR record integrity

Verify QR record integrityRun the model checks for signature hash, snapshot fingerprint, evidence HMAC and verification code.

Understand QR public security headers

Understand QR public security headersKnow the browser protections applied to the public signing page.

Open QR Compliance Records

Open QR Compliance RecordsReview the administrator-only register.

Filter and page QR Compliance Records

Filter and page QR Compliance RecordsUse All, Pending or Signed and the fixed 50-record page size.

Review a QR Compliance record

Review a QR Compliance recordInspect source document, client, recipient, signature, scan/sign metadata and integrity.

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.

Review the QR event timeline

Review the QR event timelineRead first_scan and signed_and_locked evidence in chronological order.

Use the floating QR Compliance document button

Use the floating QR Compliance document buttonOpen an existing compliance record from supported admin document pages.

Understand QR IP masking and location evidence

Understand QR IP masking and location evidenceDistinguish full/masked IP, network location headers and optional device coordinates.

Troubleshoot an invalid QR public link

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

Handle a QR record that is already signed

Handle a QR record that is already signedReview rather than replace a locked signature.

Troubleshoot a missing QR Compliance record

Troubleshoot a missing QR Compliance recordCreate the record through the correct enabled PDF path.

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.

Troubleshoot a missing verified QR stamp

Troubleshoot a missing verified QR stampSeparate pending status, disabled stamp, integrity failure and placement causes.

Handle a failed QR integrity check

Handle a failed QR integrity checkStop presentation of verified evidence and investigate the stored components.

Understand QR Code Compliance limitations

Understand QR Code Compliance limitationsUse only the capabilities present in version 2.1.0.

Open connected topic →

Upgrade QR Code Manager to version 2.1.1

Upgrade QR Code Manager to version 2.1.1Apply migration 211 and rerun the idempotent installer used by the new migration.Admin Area → Setup → Modules → QR Code Manager → Upgrade Database

Deactivate QR Code Manager without deleting evidence

Deactivate QR Code Manager without deleting evidenceDisable the module while preserving settings, signatures, compliance records, events and evidence.Admin Area → Setup → Modules → QR Code Manager → Deactivate

Uninstall QR Code Manager and remove module data

Uninstall QR Code Manager and remove module dataUse the explicit uninstall lifecycle only after preserving legally required evidence.Admin Area → Setup → Modules → QR Code Manager → Uninstall

Find QR Code Manager under General settings

Find QR Code Manager under General settingsOpen the correctly registered child settings section after the 2.1.1 settings fix.Admin Area → Setup → Settings → General → QR Code Manager

Verify QR settings compatibility on an older CRM release

Verify QR settings compatibility on an older CRM releaseConfirm the fallback settings-tab registration works when the child-section API is unavailable.Admin Area → Setup → Settings → QR Code Manager

Understand the hardened PDF-close hook

Understand the hardened PDF-close hookKnow when the module safely renders a QR code and when it returns without changing the PDF.Generate a supported Invoice, Payment, Credit Note, Estimate or Proposal PDF

Use the validated QR document identifier

Use the validated QR document identifierGenerate a supported document PDF only from a saved document with a positive ID.Open a supported sales document → PDF

Use validated legacy QR merge-field output

Use validated legacy QR merge-field outputGenerate legacy QR content only from a non-empty template and valid formatter arrays.Setup → Settings → General → QR Code Manager → supported document settings

Use the enforced QR size limits

Use the enforced QR size limitsConfigure a QR width and height inside the 10–100 range enforced by version 2.1.1.Admin Area → Setup → Settings → General → QR Code Manager

Use the enforced verified-stamp size limits

Use the enforced verified-stamp size limitsConfigure verified-stamp width from 78–118 and height from 29–44.Admin Area → Setup → Settings → General → QR Code Manager

Understand safer Invoice, Payment and Credit Note data access

Understand safer Invoice, Payment and Credit Note data accessGenerate supported PDFs without relying on missing nested object properties.Open the source document → PDF

Understand Estimate and Proposal client snapshot rules

Understand Estimate and Proposal client snapshot rulesKnow when customer merge data is included in the compliance snapshot.Open an Estimate or Proposal → PDF

Run the QR Code Manager v2.1.1 production verification checklist

Run the QR Code Manager v2.1.1 production verification checklistVerify migration, settings placement, evidence preservation, size bounds and supported PDF output.Admin Area → Setup → Modules and Setup → Settings → General → QR Code Manager