General and document settings

Configure verified-stamp position and size

Follow this guide to use automatic beside-QR placement or complete manual X/Y coordinates. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: AdministratorModule v2.1.1
Jump to steps
Where to goAdmin Area → Setup → Settings → QR Code Compliance → General
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 you’ll accomplish

Use automatic beside-QR placement or complete manual X/Y coordinates. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Leave both Stamp X and Stamp Y blank for automatic placement beside the QR.
  2. For manual placement, enter both numeric X and Y values.
  3. Set stamp width and height.
  4. Save and test a signed document PDF.

Fields and options to review

Default width105; renderer clamps to 78–118.
Default height32; renderer clamps to 29–44.

Rules the system enforces

  • Entering only one manual coordinate does not create a complete manual position.

How to confirm 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.