Documents, certificates and Compliance Monitor synchronisation

Full Compliance Applications

Use the case documents workspace

Review document type, status, expiry, file, notes and client visibility.

Upload case documents

Select one or more case files and submit them with shared metadata.

Upload multiple files in one action

Use the Case record files input to select multiple files.

Complete Document type

Describe the evidence, certificate, authority record or other case file.

Choose Document status

Select the displayed document status for the uploaded evidence.

Set document Expiry date

Record the certificate or evidence expiry date where applicable.

Write document notes

Record useful context for the uploaded files.

Understand document visibility

Recognise that administrator uploads in the supplied view are forced to landlord-visible.

Download a case document as staff

Use the document row download action with View permission.

Delete a case document

Use the document delete action, confirm the permanent record/file removal and retain timeline/audit evidence.

Resolve a missing stored file

Recognise a document record whose physical upload is unavailable and avoid presenting it as downloadable.

Understand stored filenames

Recognise that uploaded files use generated storage names rather than trusting the original filename.

List available property compliance targets

Load eligible property compliance record types for the linked property.

Link a final certificate to property compliance

Choose an eligible target and synchronise the selected final certificate.

Understand final certificate status changes

Recognise that successful synchronisation may set the document status to final issued.

Review final-certificate sync evidence

Confirm the landlord-visible timeline event and audit record created after synchronisation.

Resolve missing property for synchronisation

Link the case to an eligible property before selecting a compliance target.

Resolve unavailable compliance targets

Confirm the connected property/compliance tables and eligible target exist.

Distinguish client evidence uploads

Recognise client-upload ownership and visibility when reviewing case documents.

Retain evidence safely

Apply organisational retention and deletion policy to uploaded files and audit records.