Understand missing document deletion and reclassification actions
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that that the supplied live controller has no document delete or status-edit endpoint.
Where to goAdmin Area → 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
Know that the supplied live controller has no document delete or status-edit endpoint. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Upload the correct replacement as a new document when needed.
- Record the correction in notes/status timeline.
- Do not delete files directly from storage without a governed data process.
Fields and options
Delete UINot implemented
Status edit UINot implemented
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
- Understand missing document deletion and reclassification actions 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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