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Document Intake

Browse Compliance Monitor guides related to document intake.

01Use the renewal submissions registerSearch external renewal uploads and track their internal review status.02Review an external renewal submissionInspect the submitted file, source notification, delivery context and linked compliance record.03Move a renewal submission into document reviewCreate or reopen the matching internal intake record from an external renewal upload.04Upload renewal evidence from the public pageSubmit a replacement certificate or supporting file through the tokenised renewal workflow.05Use Gas Safety / CP12 trackingManage the end-to-end intake, review, approval and evidence lifecycle for gas safety certificate.06Upload Gas Safety / CP12 evidenceCreate a document-intake record for gas safety certificate and attach it to the correct linked entity.07Parse Gas Safety / CP12 evidenceRun the module extraction step and inspect values detected from the uploaded gas safety certificate.08Review and edit Gas Safety / CP12 detailsVerify extracted fields, correct errors and save a review before approval.09Approve a Gas Safety / CP12 compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.10Open the Gas Safety / CP12 PDF recordOpen or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.11Delete Gas Safety / CP12 intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.12Use EICR trackingManage the end-to-end intake, review, approval and evidence lifecycle for electrical installation condition report.13Upload EICR evidenceCreate a document-intake record for electrical installation condition report and attach it to the correct linked entity.14Parse EICR evidenceRun the module extraction step and inspect values detected from the uploaded electrical installation condition report.15Review and edit EICR detailsVerify extracted fields, correct errors and save a review before approval.16Approve a EICR compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.17Open the EICR PDF recordOpen or generate the system PDF for an approved EICR record and distinguish it from original evidence.18Delete EICR intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.19Use EPC / MEES trackingManage the end-to-end intake, review, approval and evidence lifecycle for EPC or MEES evidence.20Upload EPC / MEES evidenceCreate a document-intake record for EPC or MEES evidence and attach it to the correct linked entity.21Parse EPC / MEES evidenceRun the module extraction step and inspect values detected from the uploaded EPC or MEES evidence.22Review and edit EPC / MEES detailsVerify extracted fields, correct errors and save a review before approval.23Approve a EPC / MEES compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.24Open the EPC / MEES PDF recordOpen or generate the system PDF for an approved EPC / MEES record and distinguish it from original evidence.25Delete EPC / MEES intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.26Use Smoke & CO Alarms trackingManage the end-to-end intake, review, approval and evidence lifecycle for smoke or carbon-monoxide alarm evidence.27Upload Smoke & CO Alarms evidenceCreate a document-intake record for smoke or carbon-monoxide alarm evidence and attach it to the correct linked entity.28Parse Smoke & CO Alarms evidenceRun the module extraction step and inspect values detected from the uploaded smoke or carbon-monoxide alarm evidence.29Review and edit Smoke & CO Alarms detailsVerify extracted fields, correct errors and save a review before approval.30Approve a Smoke & CO Alarms compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.31Open the Smoke & CO Alarms PDF recordOpen or generate the system PDF for an approved Smoke & CO Alarms record and distinguish it from original evidence.32Delete Smoke & CO Alarms intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.33Use Fire Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for fire risk assessment evidence.34Upload Fire Risk Assessment evidenceCreate a document-intake record for fire risk assessment evidence and attach it to the correct linked entity.35Parse Fire Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded fire risk assessment evidence.36Review and edit Fire Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.37Approve a Fire Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.38Open the Fire Risk Assessment PDF recordOpen or generate the system PDF for an approved Fire Risk Assessment record and distinguish it from original evidence.39Delete Fire Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.40Use Legionella Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for legionella risk assessment evidence.41Upload Legionella Risk Assessment evidenceCreate a document-intake record for legionella risk assessment evidence and attach it to the correct linked entity.42Parse Legionella Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded legionella risk assessment evidence.43Review and edit Legionella Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.44Approve a Legionella Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.45Open the Legionella Risk Assessment PDF recordOpen or generate the system PDF for an approved Legionella Risk Assessment record and distinguish it from original evidence.46Delete Legionella Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.47Use Building Safety / Higher-Risk Buildings trackingManage the end-to-end intake, review, approval and evidence lifecycle for building safety evidence.48Upload Building Safety / Higher-Risk Buildings evidenceCreate a document-intake record for building safety evidence and attach it to the correct linked entity.49Parse Building Safety / Higher-Risk Buildings evidenceRun the module extraction step and inspect values detected from the uploaded building safety evidence.50Review and edit Building Safety / Higher-Risk Buildings detailsVerify extracted fields, correct errors and save a review before approval.51Approve a Building Safety / Higher-Risk Buildings compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.52Open the Building Safety / Higher-Risk Buildings PDF recordOpen or generate the system PDF for an approved Building Safety / Higher-Risk Buildings record and distinguish it from original evidence.53Delete Building Safety / Higher-Risk Buildings intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.54Use Asbestos Management trackingManage the end-to-end intake, review, approval and evidence lifecycle for asbestos survey or management evidence.55Upload Asbestos Management evidenceCreate a document-intake record for asbestos survey or management evidence and attach it to the correct linked entity.56Parse Asbestos Management evidenceRun the module extraction step and inspect values detected from the uploaded asbestos survey or management evidence.57Review and edit Asbestos Management detailsVerify extracted fields, correct errors and save a review before approval.58Approve a Asbestos Management compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.59Open the Asbestos Management PDF recordOpen or generate the system PDF for an approved Asbestos Management record and distinguish it from original evidence.60Delete Asbestos Management intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.61Use HMO / Licensing trackingManage the end-to-end intake, review, approval and evidence lifecycle for HMO licence or application evidence.62Upload HMO / Licensing evidenceCreate a document-intake record for HMO licence or application evidence and attach it to the correct linked entity.63Parse HMO / Licensing evidenceRun the module extraction step and inspect values detected from the uploaded HMO licence or application evidence.64Review and edit HMO / Licensing detailsVerify extracted fields, correct errors and save a review before approval.65Approve a HMO / Licensing compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.66Open the HMO / Licensing PDF recordOpen or generate the system PDF for an approved HMO / Licensing record and distinguish it from original evidence.67Delete HMO / Licensing intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.68Use Selective / Additional Licensing trackingManage the end-to-end intake, review, approval and evidence lifecycle for selective or additional licensing evidence.69Upload Selective / Additional Licensing evidenceCreate a document-intake record for selective or additional licensing evidence and attach it to the correct linked entity.70Parse Selective / Additional Licensing evidenceRun the module extraction step and inspect values detected from the uploaded selective or additional licensing evidence.71Review and edit Selective / Additional Licensing detailsVerify extracted fields, correct errors and save a review before approval.72Approve a Selective / Additional Licensing compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.73Open the Selective / Additional Licensing PDF recordOpen or generate the system PDF for an approved Selective / Additional Licensing record and distinguish it from original evidence.74Delete Selective / Additional Licensing intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.75Use Wales Licensing / Registration trackingManage the end-to-end intake, review, approval and evidence lifecycle for Wales licensing or registration evidence.76Upload Wales Licensing / Registration evidenceCreate a document-intake record for Wales licensing or registration evidence and attach it to the correct linked entity.77Parse Wales Licensing / Registration evidenceRun the module extraction step and inspect values detected from the uploaded Wales licensing or registration evidence.78Review and edit Wales Licensing / Registration detailsVerify extracted fields, correct errors and save a review before approval.79Approve a Wales Licensing / Registration compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.80Open the Wales Licensing / Registration PDF recordOpen or generate the system PDF for an approved Wales Licensing / Registration record and distinguish it from original evidence.81Delete Wales Licensing / Registration intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.82Use Scotland Letting Agent Register trackingManage the end-to-end intake, review, approval and evidence lifecycle for Scottish letting-agent register evidence.83Upload Scotland Letting Agent Register evidenceCreate a document-intake record for Scottish letting-agent register evidence and attach it to the correct linked entity.84Parse Scotland Letting Agent Register evidenceRun the module extraction step and inspect values detected from the uploaded Scottish letting-agent register evidence.85Review and edit Scotland Letting Agent Register detailsVerify extracted fields, correct errors and save a review before approval.86Approve a Scotland Letting Agent Register compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.87Open the Scotland Letting Agent Register PDF recordOpen or generate the system PDF for an approved Scotland Letting Agent Register record and distinguish it from original evidence.88Delete Scotland Letting Agent Register intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.89Use Northern Ireland Landlord Registration trackingManage the end-to-end intake, review, approval and evidence lifecycle for Northern Ireland landlord registration evidence.90Upload Northern Ireland Landlord Registration evidenceCreate a document-intake record for Northern Ireland landlord registration evidence and attach it to the correct linked entity.91Parse Northern Ireland Landlord Registration evidenceRun the module extraction step and inspect values detected from the uploaded Northern Ireland landlord registration evidence.92Review and edit Northern Ireland Landlord Registration detailsVerify extracted fields, correct errors and save a review before approval.93Approve a Northern Ireland Landlord Registration compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.94Open the Northern Ireland Landlord Registration PDF recordOpen or generate the system PDF for an approved Northern Ireland Landlord Registration record and distinguish it from original evidence.95Delete Northern Ireland Landlord Registration intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.96Use England PRS Database trackingManage the end-to-end intake, review, approval and evidence lifecycle for PRS database registration evidence.97Upload England PRS Database evidenceCreate a document-intake record for PRS database registration evidence and attach it to the correct linked entity.98Parse England PRS Database evidenceRun the module extraction step and inspect values detected from the uploaded PRS database registration evidence.99Review and edit England PRS Database detailsVerify extracted fields, correct errors and save a review before approval.100Approve a England PRS Database compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.101Open the England PRS Database PDF recordOpen or generate the system PDF for an approved England PRS Database record and distinguish it from original evidence.102Delete England PRS Database intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.103Use CMP / Client Money trackingManage the end-to-end intake, review, approval and evidence lifecycle for client money protection evidence.104Upload CMP / Client Money evidenceCreate a document-intake record for client money protection evidence and attach it to the correct linked entity.105Parse CMP / Client Money evidenceRun the module extraction step and inspect values detected from the uploaded client money protection evidence.106Review and edit CMP / Client Money detailsVerify extracted fields, correct errors and save a review before approval.107Approve a CMP / Client Money compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.108Open the CMP / Client Money PDF recordOpen or generate the system PDF for an approved CMP / Client Money record and distinguish it from original evidence.109Delete CMP / Client Money intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.110Use HMRC / MTD trackingManage the end-to-end intake, review, approval and evidence lifecycle for HMRC or Making Tax Digital evidence.111Upload HMRC / MTD evidenceCreate a document-intake record for HMRC or Making Tax Digital evidence and attach it to the correct linked entity.112Parse HMRC / MTD evidenceRun the module extraction step and inspect values detected from the uploaded HMRC or Making Tax Digital evidence.113Review and edit HMRC / MTD detailsVerify extracted fields, correct errors and save a review before approval.114Approve a HMRC / MTD compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.115Open the HMRC / MTD PDF recordOpen or generate the system PDF for an approved HMRC / MTD record and distinguish it from original evidence.116Delete HMRC / MTD intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.117Create a deposit protection intakeRecord a deposit, protection route and supporting evidence against the linked property.118Review a deposit protection intakeVerify deposit amounts, dates, tenant context, scheme details and uploaded evidence.119Use the Right to Rent workspaceManage tenant selection, multiple evidence files, check paths, human review and approved certificate records.120Upload multiple Right to Rent evidence filesCreate an OCR intake with the selected tenant, check path and all relevant evidence.121Review a Right to Rent intakeVerify adult-occupier status, applicability, outcome, evidence route and follow-up requirements.122Attach additional Right to Rent review evidenceAdd evidence discovered during review without replacing the original intake history.123Use the AML / KYC intake workspaceManage tenant selection, multi-file evidence, OCR, review, manual credit checks, approval, notification and PDF evidence.124Upload AML / KYC evidenceCreate a multi-file intake for identity, address, credit or due-diligence evidence.125Parse AML / KYC evidenceExtract reviewable identity and compliance details from the uploaded evidence bundle.126Review an AML / KYC intakeVerify identity, address, document validity, risk context and evidence bundle before approval.127Attach additional AML / KYC evidenceAdd supporting files during review while preserving the original intake bundle.128Create a tenant information service logRecord the property, tenant, document, service date, method and proof of service.129Review a tenant information service logVerify service details and select the approved compliance record that supports the pack.130Upload a possession notice intakeCreate a notice intake against the correct linked property.131Parse and review a possession noticeExtract and verify notice dates, parties, property and service evidence.132Create a rent increase or bidding intakeUpload or record the evidence for a rent change or bidding decision.133Create a tenant fee or permitted-payment logRecord a fee with amount, charge date, tenant and supporting calculation details.134Create a pet request intakeRecord the pet request against the correct source tenancy or property.135Review and update Redress Scheme MembershipEdit the governance record, evidence references and review timing before approval.136Review and update ICO Data Protection Fee / RegistrationEdit the governance record, evidence references and review timing before approval.137Review and update Estate Agency AML SupervisionEdit the governance record, evidence references and review timing before approval.138Review and update Landlord OmbudsmanEdit the governance record, evidence references and review timing before approval.139Review and update Material InformationEdit the governance record, evidence references and review timing before approval.