Deletion, storage and security
Apply soft deletion, file protections, ownership checks and data-retention controls.
Licence Applications
Open guide →GuideSoft-delete a licence application case
Hide a case from normal registers without hard-deleting its related data.
Open guide →GuideUnderstand data retained after soft deletion
Know that timeline, documents, audit rows and physical files are not removed.
Open guide →GuideUnderstand the absence of case restore
Know that the supplied UI has no restore action.
Open guide →GuideProtect landlord-visible notes
Keep personal and case-sensitive information suitable for the authenticated client.
Open guide →GuideProtect internal consultant notes
Use the internal field for staff-only handling notes.
Open guide →GuideProtect client document ownership
Rely on current-client case ownership and visibility checks for downloads.
Open guide →GuideProtect administrator upload paths
Use the module uploader instead of writing arbitrary paths.
Open guide →GuideApply file-retention governance
Manage uploaded licence evidence under the organisation’s retention and legal-hold rules.
Open guide →GuideReview licence application IP audit evidence
Use IP addresses only for legitimate security and audit purposes.
Open guide →GuideSeparate client-visible and internal information
Check the correct field and document before saving or uploading.
Open guide →GuideUnderstand uploaded-file permission modes
Know the module creates case folders as 0755 and files as 0644.
Open guide →