Check administrator upload file types
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use only extensions accepted by the module.
Where to goAdmin Area → Licence Applications → Case → Upload Document
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Use only extensions accepted by the module. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Check the file extension.
- Convert unsupported formats under approved document controls.
- Upload.
Fields and options
Allowedpdf, jpg, jpeg, png, doc, docx, xls, xlsx, txt
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/
Rules and limits
- The supplied upload and download controller applies this behaviour.
Check it worked
- Check administrator upload file types completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Related guides
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