Upload renter identity evidence
Upload identity_document_file through the profile. 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 goClient Portal → Real Estate → Renter Profile
Before you start
- Use an account with Authenticated client contact and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Upload identity_document_file through the profile. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Client Portal → Real Estate → Renter Profile.
- Download or inspect the supported template/field requirements before preparing the file.
- Select the Import or Upload action and select the intended file only.
- Run validation and correct rejected rows, file types or required values.
- Complete the import/upload and review the created records, attachments and any error file.
Fields and options to review
Exact actionUpload renter identity evidence
Exact navigationClient Portal → Real Estate → Renter Profile
Module version1.0.0
Access ruleAuthenticated client contact
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionCheck status and linked customer/property before converting to a contract or invoice.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.
Rules the system enforces
- Use allowed file types/sizes and protect sensitive identity data.
- Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
- Status changes and conversion actions validate the current request and linked record IDs.
- Public application and onboarding actions use token/record checks and explicit workflow states.
- Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.
How to confirm it worked
- The supported upload renter identity evidence flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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