Classify a document as Requested
Save the uploaded document with status requested.
Exact navigationAdmin Area → Licence Applications → Case → Upload Document → Document status
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
Save the uploaded document with status requested. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Exact step-by-step process
- Open the case upload form.
- Choose Requested from Document status.
- Select the correct file and complete type/notes/expiry.
- Upload.
- Verify the status beside the document.
Fields, choices and supported possibilities
Stored valuerequested
Status labelRequested
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/
Code-backed validations and workflow rules
- The status is assigned at upload time.
- The supplied controller has no later document-status edit action.
Expected result and verification
- Classify a document as Requested 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.