Administrator documents

Understand missing document deletion and reclassification actions

Know that the supplied live controller has no document delete or status-edit endpoint.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → 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

Know that the supplied live controller has no document delete or status-edit endpoint. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Upload the correct replacement as a new document when needed.
  2. Record the correction in notes/status timeline.
  3. Do not delete files directly from storage without a governed data process.

Fields, choices and supported possibilities

Delete UINot implemented
Status edit UINot implemented
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

  • Understand missing document deletion and reclassification actions 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.