Upload a client case document
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to add one validated file to an owned case.
Where to goClient Portal → 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
Add one validated file to an owned case. 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
Files per actionOne
Maximum15 MB
Allowedpdf, jpg, jpeg, png, doc, docx, xls, xlsx, txt
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
- Upload a client 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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