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Administrator documents

Check the 15 MB document limit

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Keep every individual uploaded file within the configured maximum.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Jump to steps
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

Keep every individual uploaded file within the configured maximum. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Check each file size.
  2. Compress or replace an oversized file.
  3. Upload again.

Fields and options

Maximum per file15 MB
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 the 15 MB document limit 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.

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