Upload administrator case documents
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 or more validated files to the case.
Where to goAdmin Area → Licence Applications → Case → Documents → Upload
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 or more validated files to the case. 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 the document type and status.
- Set optional expiry date and notes.
- Select one or more files.
- Upload.
- Check each file row, timeline, audit and email.
Fields and options
Upload modeMultiple files
VisibilityAlways landlord-visible
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
- Upload administrator case 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.
Related guides
Was this guide useful?Your response is stored only in this browser.