Public scanning and signing

Draw and clear a QR handwritten signature

Follow this guide to use mouse, touch or stylus input and clear/retry before submission. 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: Authorised document recipientPermission: Staff loginModule v2.1.1
Jump to steps
Where to goPublic QR page → Signature box
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 mouse, touch or stylus input and clear/retry before submission. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Draw a complete handwritten signature.
  2. Use Clear when it must be redrawn.
  3. Verify the signature is visibly complete before submitting.

Fields and options to review

Action scopeUse mouse, touch or stylus input and clear/retry before submission.
Module version2.1.0
NavigationPublic QR page → Signature box
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

Rules the system enforces

  • Client-side code requires actual ink and a minimum accumulated drawing distance of 80; a dot or untouched canvas is rejected.

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.