Understand e-Invoice local-file security
This guide explains that the file writer restrictions and complete-write checks. 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.
Where to goAutomatic bulk export → TEMP_FOLDER
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
Know the file writer restrictions and complete-write checks. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Keep the work path under the local TEMP_FOLDER.
- Do not pass remote stream URLs.
- Check exceptions when a file cannot be created or fully written.
Fields and options to review
Action scopeKnow the file writer restrictions and complete-write checks.
Module version1.0.0
NavigationAutomatic bulk export → TEMP_FOLDER
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- Only local streams are accepted.
- The writer opens in binary mode and treats partial writes as failure.
- Shutdown cleanup removes generated working files/directories.
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.
Continue with related guidance
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