Protect renter identity and income evidence
Restrict access and retention of uploaded identity/income files.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Restrict access and retention of uploaded identity/income files.
- These files can contain sensitive personal/financial information.
- Use the supported workflow and verify its saved audit or access result.
Fields, rules and limits
- These files can contain sensitive personal/financial information.
Check it worked
The relevant access, retention or evidence control has a verified result.
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
What should I verify for this task?
These files can contain sensitive personal/financial information.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.