Client case, timeline and documents

Review client-visible documents

See only documents attached to the owned case and marked visible.

Audience: Client portal userPermission: Authenticated client contactModule v1.0.0

Exact navigationClient Portal → Licence Applications → Case → Documents

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

See only documents attached to the owned case and marked visible. 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

Filtervisible_to_landlord = 1

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

Review client-visible documents 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.