Use the public POD link

Allow the intended recipient to review and sign without staff-area access. 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.

What you’ll accomplish

Allow the intended recipient to review and sign without staff-area access. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

1. Go to the exact secure link supplied by the module.
2. Check job/delivery details.
3. Enter signer name.
4. Capture signature.
5. Capture delivery snapshot.
6. Select goods condition and add notes if needed.
7. Submit once.
8. Wait for the success confirmation.

Fields and options to review

This action uses the values already stored on the selected source record. Review that record before continuing.

Rules the system enforces

• The token must exist, remain open and be unexpired.
• Do not forward the public link to an unauthorised person.

How to confirm it worked

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

Continue with related guidance