Understand administrator document visibility
This guide explains that that the supplied staff upload flow makes every document client-visible. 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 goAdmin Area → Licence Applications → Case → Documents
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
Know that the supplied staff upload flow makes every document client-visible. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Before uploading, confirm the file is suitable for the client portal.
- Upload.
- Check the client case page with a controlled account.
Fields and options to review
visible_to_landlord1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/
Rules the system enforces
- The supplied upload and download controller applies this behaviour.
How to confirm it worked
- Understand administrator document visibility 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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