Download an administrator case document
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Retrieve the stored file through the staff case action.
Where to goAdmin Area → Licence Applications → Case → Documents → Download
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
Retrieve the stored file through the staff case action. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case.
- Select Download beside the document.
- Verify the file matches the case and type.
Fields and options
Resolverfile_path/full_path/path, FCPATH, case folder and recursive fallback
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
- Download an administrator case document 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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