Add client document notes
Provide optional context with a portal upload. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goClient Portal → Licence Applications → Case → Upload Document → Notes
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 you’ll accomplish
Provide optional context with a portal upload. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in to the client portal.
- Go to Licence Applications and the intended owned case.
- Use the view, upload or download action described.
- Check the result without changing another customer’s URL or ID.
Fields and options to review
RequiredNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-case-documents/
Rules the system enforces
- Every case/document query is constrained by the current client where stated.
How to confirm it worked
- Add client document notes 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.
Continue with related guidance
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