Upload onboarding documents
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Attach required tenant/property/tenancy files.
Where to goOnboarding workspace → Documents → Upload
Before you start
- Use an account with Authorised tenant/rent staff 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
Attach required tenant/property/tenancy files. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Onboarding workspace → Documents → Upload.
- Download or inspect the supported template/field requirements before preparing the file.
- Select the Import or Upload action and select the intended file only.
- Run validation and correct rejected rows, file types or required values.
- Complete the import/upload and review the created records, attachments and any error file.
Fields and options
Exact actionUpload onboarding documents
Exact navigationOnboarding workspace → Documents → Upload
Module version1.0.0
Access ruleAuthorised tenant/rent staff
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.
Rules and limits
- The module stores onboarding documents separately; enforce file type, access and retention controls.
- Public application and onboarding actions use token/record checks and explicit workflow states.
- Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.
Check it worked
- The supported upload onboarding documents 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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