Download a linked compliance certificate
Open a compliance certificate for a linked record.
Before you start
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.
Follow these steps
- Sign in to the relevant client or landlord account.
- Open a compliance certificate for a linked record.
- Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
- Check the result through the authorised portal link; report missing relationships to staff.
Fields, rules and limits
- Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
Check it worked
Only the intended linked property and permitted evidence are visible.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
Why is the record or action unavailable?
Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.