Complete the client Supporting document notes field
List available or expected evidence. 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 → New Application → Supporting 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
List available or expected evidence. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in and open New Application.
- Find Supporting document notes.
- Enter or select the required value.
- Complete the remaining required fields.
- Submit and verify the created case.
Fields and options to review
FieldSupporting document notes
Payload keysupporting_document_notes
Supported valueOptional
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules the system enforces
- List available or expected evidence.
- The portal controller uses this field when constructing the stored application or application summary.
How to confirm it worked
- Complete the client Supporting document notes field 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
Was this guide useful?Your response is stored only in this browser.