Understand HMO document upload controls
Use only allowed file types and remain within the 15 MB size limit.
Exact navigationAdmin Area → HMO Manager → Documents / KYC / Inspections
Before you begin
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Confirm module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What this guide covers
Use only allowed file types and remain within the 15 MB size limit. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Exact step-by-step process
- Sign in to the staff admin area and open Admin Area → HMO Manager → Documents / KYC / Inspections.
- Confirm that your account meets the access rule: HMO Manager: Create or Edit.
- Open the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields, choices and supported possibilities
Document typesPDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX
KYC typesPDF, JPG, JPEG, PNG, DOC, DOCX
Maximum15 MB
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-security-lifecycle/
Code-backed validations and workflow rules
- Filenames are normalised and prefixed with a timestamp.
- Files are stored below modules/hmo_manager/uploads in record-specific directories.
Expected result and verification
- The understand hmo document upload controls workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.