Add client document notes
Provide optional context with a portal upload.
Exact navigationClient Portal → Licence Applications → Case → Upload Document → Notes
Before you begin
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Confirm module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide covers
Provide optional context with a portal upload. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Exact step-by-step process
- Sign in to the client portal.
- Open Licence Applications and the intended owned case.
- Use the view, upload or download action described.
- Verify the result without changing another customer’s URL or ID.
Fields, choices and supported possibilities
RequiredNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-case-documents/
Code-backed validations and workflow rules
- Every case/document query is constrained by the current client where stated.
Expected result and verification
- Add client document notes completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.