Notifications, audit evidence and stored data

Full Compliance Applications

Understand professional notifications

Recognise the case, status, document, proposal and journey triggers that can send client or administrator emails.

Review new-case notifications

Confirm creation messages use the generated reference and appropriate recipient links.

Review case-update notifications

Confirm updates are communicated only where the notification method is called.

Review status-update notifications

Confirm the landlord receives the visible status note and portal link.

Review document-upload notifications

Confirm visible document changes can notify the client.

Review document-deletion notifications

Confirm removal of client-visible evidence is recorded and notified where implemented.

Review proposal-delivery notifications

Confirm the selected recipient receives the PDF and secure native proposal link.

Review accepted-proposal notifications

Confirm onboarding completion creates the expected client/staff evidence.

Review declined-proposal notifications

Confirm the declined state and client action are communicated.

Review proposal-verification failure notifications

Confirm administrators are warned when signature identity cannot be verified.

Resolve email delivery failures

Check global CRM email configuration, recipient validity and module delivery status.

Read central case audit records

Review actor type, actor ID, action, entity context, metadata, IP and timestamp evidence.

Distinguish timeline from audit

Use timeline for case/landlord history and audit for operational evidence.

Understand the six module tables

Recognise applications, statuses, timeline, documents, audit and proposal-version storage.

Understand soft-deleted case retention

Recognise that a soft-deleted application remains stored for evidence and is excluded from active lists.

Understand customer and property ownership

Protect client, contact, property, document and proposal relationships during review and export.