Administrator documents

Download an administrator case document

Retrieve the stored file through the staff case action.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → Licence Applications → Case → Documents → Download
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

Retrieve the stored file through the staff case action. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Open the case.
  2. Select Download beside the document.
  3. Confirm the file matches the case and type.

Fields, choices and supported possibilities

Resolverfile_path/full_path/path, FCPATH, case folder and recursive fallback
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/

Code-backed validations and workflow rules

  • The supplied upload and download controller applies this behaviour.

Expected result and verification

  • Download an administrator case document 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.