Property & Compliance Management

Open an AML / KYC notification PDF

Open the PDF generated for a specific AML/KYC notification log.

Reviewed 27 October 2026Merged module 2.1.3
Where to goCompliance → Agency Governance → AML / KYC Intake

Before you start

Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.

Follow these steps

  1. Go to the AML/KYC notification log.
  2. Select its PDF action.
  3. Verify the notification reference and approved record ID.
  4. Check recipient and evidence context.
  5. Return to the log if the file cannot be resolved safely.

Fields, rules and limits

    Check it worked

    The linked entity, saved state, dates and evidence match the intended task.

    If something does not look right

    If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

    Questions and answers

    Does a parsed document count as approved?

    No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.

    Is the generated PDF the original certificate?

    No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.