Open an approved compliance record PDF
Open the system-generated PDF linked to an approved compliance record.
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
- Go to the exact approved record.
- Select the approved or system-generated PDF action.
- Allow the file to open in a new tab where configured.
- Check the certificate number, property, issue date, expiry date and approval status.
- Return to the record if the file is missing and review its evidence and generation state.
Fields, rules and limits
- Open Source Evidence for the supplied document and the record PDF for the generated compliance output. The PDF route checks the current workspace and record; never replace it with a direct upload-directory link.
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.