Full Compliance Applications
Follow every implemented Full Compliance Applications workflow with exact administrator, client-portal, proposal, document, authority, timeline, notification and audit instructions.
Setup, access, permissions and module structure
Activate version 1.0.0, assign all capabilities, understand the installed records and use the actual administrator and client navigation.
Open guide →WorkflowApplication register, KPIs and case management
Create, find, open, edit and soft-delete professional compliance cases while preserving the correct landlord, property, authority and audit context.
Open guide →WorkflowCase fields, dates, priority and professional notes
Complete every administrator case field, understand required and optional values, and distinguish landlord-visible from internal information.
Open guide →WorkflowStatuses, timeline and authority progression
Apply every installed status, record landlord-visible notes, identify landlord action and understand authority and completion timestamps.
Open guide →WorkflowSix-stage client journey and onboarding
Assign a compliance manager, complete consultation and portfolio review, control proposal readiness and verify onboarding completion.
Open guide →WorkflowProposal versions, delivery and verified signatures
Select an authorised recipient, upload immutable proposal PDFs, resend or download versions and complete signature verification through native CRM proposals.
Open guide →WorkflowDocuments, certificates and Compliance Monitor synchronisation
Upload, classify, download and remove case documents and link a final certificate to an eligible property compliance record.
Open guide →WorkflowLandlord and client portal workflows
Submit and follow applications through the authenticated client portal, upload evidence and see only authorised timeline and document information.
Open guide →WorkflowDeployment-specific public website intake
Understand the protected website submission endpoint, validation, customer matching, case creation, emails and deployment limits.
Open guide →WorkflowNotifications, audit evidence and stored data
Understand professional email triggers, audit records, timestamps, ownership, six installed tables and evidence retention.
Open guide →WorkflowSecurity, limitations and troubleshooting
Resolve permission, status, journey, proposal, upload, portal, email and property-synchronisation issues without inventing unsupported features.
Open guide →