Use the suggested licence document types
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Classify a file using the free-text type field and supplied suggestions.
Where to goAdmin Area → Licence Applications → Case → Upload Document → Document type
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
Classify a file using the free-text type field and supplied suggestions. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Select a suggestion or enter another accurate type.
- Upload the file.
- Check the label on the case.
Fields and options
SuggestionsFinal Licence Certificate; Authority Approval Notice; HMO Licence; Selective Licence; Additional Licence; Floor Plan; Authority Letter
InputFree text
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
- Use the suggested licence document types 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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