Client case, timeline and documents

Review client-visible documents

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

See only documents attached to the owned case and marked visible.

Audience: Client portal userPermission: Authenticated client contactModule v1.0.0

Jump to steps

Where to goClient Portal → Licence Applications → Case → Documents

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

See only documents attached to the owned case and marked visible. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Sign in to the client portal.
Go to Licence Applications and the intended owned case.
Use the view, upload or download action described.
Check the result without changing another customer’s URL or ID.

Fields and options

Filtervisible_to_landlord = 1

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-client-case-documents/

Rules and limits

Every case/document query is constrained by the current client where stated.

Check it worked

Check client-visible documents 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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