Understand file-storage responsibilities
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 use supported upload/preview/delete actions and secure web-server permissions.
Where to goProperty, profile, onboarding, maintenance and supplier file areas
Before you start
- Use an account with Administrator and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Use supported upload/preview/delete actions and secure web-server permissions. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Property, profile, onboarding, maintenance and supplier file areas.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options
Exact actionUnderstand file-storage responsibilities
Exact navigationProperty, profile, onboarding, maintenance and supplier file areas
Module version1.0.0
Access ruleAdministrator
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Rules and limits
- The module includes multiple attachment folders/actions; verify files are not directly enumerable.
Check it worked
- The supported understand file-storage responsibilities flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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