Use the suggested licence document types
Classify a file using the free-text type field and supplied suggestions. 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 → Upload Document → Document type
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
Classify a file using the free-text type field and supplied suggestions. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Select a suggestion or enter another accurate type.
- Upload the file.
- Check the label on the case.
Fields and options to review
SuggestionsFinal Licence Certificate; Authority Approval Notice; HMO Licence; Selective Licence; Additional Licence; Floor Plan; Authority Letter
InputFree text
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
- Use the suggested licence document types 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.