Move a case to Documents received
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Documents are ready for review.
Where to goAdmin Area → Licence Applications → Case → Update Status
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
Documents are ready for review. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the intended case.
- In Update Status, select Documents received.
- Enter a clear status note suitable for the landlord timeline.
- Submit.
- Check the status label and action-required badge.
Fields and options
Status keydocuments_received
Landlord action requiredNo
Final statusNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/
Rules and limits
- The installed status key is documents_received.
- Landlord action required becomes 0.
- This seeded status is not marked final, so it does not by itself set completed_at.
Check it worked
- Move a case to Documents received 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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