Security, limitations and troubleshooting

Full Compliance Applications

Resolve access denied errors

Assign the exact View, Create, Edit or Delete capability required for the attempted action.

Resolve a missing administrator menu

Confirm activation, language loading and View permission.

Resolve a missing client portal link

Confirm the contact is authenticated and customer navigation hooks run.

Resolve a missing case

Confirm the record exists, is not inaccessible and the numeric ID is correct.

Resolve missing landlord validation

Select an existing CRM client before saving an administrator case.

Resolve missing client summary validation

Complete the required application summary before client submission.

Resolve invalid journey order

Complete or waive consultation before completing or waiving portfolio review.

Resolve unavailable proposal workflow

Confirm core proposal schema, selected contact and completed portfolio stage.

Resolve invalid proposal recipient

Choose an active contact belonging to the case client with a valid email.

Resolve proposal upload errors

Use one valid PDF no larger than 15 MB.

Resolve proposal email delivery failure

Correct SMTP or recipient details and resend the eligible version.

Resolve proposal signature verification failure

Review native proposal signer file, name, email, date and IP against the selected recipient.

Resolve case document upload errors

Use a permitted file, valid case and writable protected upload area.

Resolve document download errors

Confirm record ownership/visibility and physical file availability.

Resolve final certificate synchronisation errors

Link an eligible property, select a supported compliance target and use an existing document.

Resolve public intake rejection

Check tenant path, POST method, private token, honeypot and required applicant fields.

Understand integration limitations

Recognise that the supplied module has no general public REST API, webhook framework or generic form builder.

Understand automation limitations

Recognise that no dedicated module cron process automatically progresses cases or sends renewal reminders.

Understand case deletion limitations

Recognise that case deletion is soft; individual document deletion is the destructive file action.

Verify Full Compliance Applications after deployment

Test administrator creation, client submission, status, journey, proposal, document, portal and notification flows with controlled records.