Start a new client licence application
Follow this guide to open and submit the authenticated application form. 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
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
Open and submit the authenticated application form. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to Licence Applications.
- Select New Application.
- Complete all required fields.
- Submit.
- Go to the created case and record the reference.
Fields and options to review
Initial statusapplication_started
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules the system enforces
- The portal controller limits records to the current client ID.
How to confirm it worked
- Start a new client licence application 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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