Britixo CRM
Enterprise Help Centre
Menu
Built-in Features
Getting Started
Start here and set up your Britixo CRM
Dashboard & Navigation
Navigate and customise your workspace
Customers & Contacts
Manage customers, contacts and relationships
Leads & Pipeline
Track leads and manage the sales pipeline
Proposals & Estimates
Create, send and track sales documents
Invoices & Payments
Create invoices and manage payments
Subscriptions
Manage recurring plans and renewals
Expenses & Finance
Track expenses and financial activity
Projects & Tasks
Plan projects and manage work efficiently
Support & Knowledge
Manage tickets and knowledge resources
Contracts & Documents
Create, store and manage agreements
Staff & Organisation
Manage teams, roles and departments
Email & Communications
Manage email and communication logs
Reports, Goals & Surveys
Generate reports and track performance
Client Portal
Control customer portal access and visibility
Data Privacy & Security
Apply privacy, access and security controls
System Customisation
Configure fields, menus and CRM settings
Enterprise Integrations
Connect supported third-party services
Modules
Appointments & Scheduling
Bookings, calendars, availability and reminders
Accounting & Bookkeeping
Accounts, banking, tax, journals and reports
Human Resource Management
Employees, onboarding, payroll and governance
Companies House Leads
UK company search, enrichment and lead import
Compliance Monitor
Property compliance, renewals, governance and audit
Courier & Logistics Management
Drivers, fleet, jobs, POD, fuel and settlement
Mailbox Exchange
Shared mailboxes, AI assistance and CRM conversion
Products
Software Development
VoIP
Contact
Search
Ctrl K
Help centre
›
Evidence Pdf
Topic
Evidence Pdf
Browse Compliance Monitor guides related to evidence pdf.
01
Open an approved compliance record PDF
Open the system-generated PDF linked to an approved compliance record.
02
Download a compliance record PDF safely
Use the supported record-PDF endpoint instead of copying an internal filesystem path.
03
Review the notification and intimation engine
Monitor staged compliance notices, delivery state, opens, verification and generated PDF evidence.
04
Generate a notification PDF
Create the PDF evidence associated with a notification log.
05
Repair a missing notification PDF
Rebuild a notification PDF log when the message exists but its generated file is missing.
06
Open the latest notification PDF for a record
Jump from a compliance record to its most recent notification PDF.
07
Open the Gas Safety / CP12 PDF record
Open or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.
08
Open the EICR PDF record
Open or generate the system PDF for an approved EICR record and distinguish it from original evidence.
09
Open the EPC / MEES PDF record
Open or generate the system PDF for an approved EPC / MEES record and distinguish it from original evidence.
10
Open the Smoke & CO Alarms PDF record
Open or generate the system PDF for an approved Smoke & CO Alarms record and distinguish it from original evidence.
11
Open the Fire Risk Assessment PDF record
Open or generate the system PDF for an approved Fire Risk Assessment record and distinguish it from original evidence.
12
Open the Legionella Risk Assessment PDF record
Open or generate the system PDF for an approved Legionella Risk Assessment record and distinguish it from original evidence.
13
Open the Building Safety / Higher-Risk Buildings PDF record
Open or generate the system PDF for an approved Building Safety / Higher-Risk Buildings record and distinguish it from original evidence.
14
Open the Asbestos Management PDF record
Open or generate the system PDF for an approved Asbestos Management record and distinguish it from original evidence.
15
Open the HMO / Licensing PDF record
Open or generate the system PDF for an approved HMO / Licensing record and distinguish it from original evidence.
16
Open the Selective / Additional Licensing PDF record
Open or generate the system PDF for an approved Selective / Additional Licensing record and distinguish it from original evidence.
17
Open the Wales Licensing / Registration PDF record
Open or generate the system PDF for an approved Wales Licensing / Registration record and distinguish it from original evidence.
18
Open the Scotland Letting Agent Register PDF record
Open or generate the system PDF for an approved Scotland Letting Agent Register record and distinguish it from original evidence.
19
Open the Northern Ireland Landlord Registration PDF record
Open or generate the system PDF for an approved Northern Ireland Landlord Registration record and distinguish it from original evidence.
20
Open the England PRS Database PDF record
Open or generate the system PDF for an approved England PRS Database record and distinguish it from original evidence.
21
Open the CMP / Client Money PDF record
Open or generate the system PDF for an approved CMP / Client Money record and distinguish it from original evidence.
22
Open the HMRC / MTD PDF record
Open or generate the system PDF for an approved HMRC / MTD record and distinguish it from original evidence.
23
Print a deposit settlement summary
Create a printable summary with deductions, return evidence and workflow notes.
24
Generate a deposit protection PDF
Create the system PDF from an approved deposit protection record.
25
Generate a Right to Rent PDF certificate
Create the system PDF from the approved Right to Rent record.
26
Generate an AML / KYC PDF
Create the approved AML/KYC evidence PDF and open it through the supported route.
27
Open an AML / KYC notification PDF
Open the PDF generated for a specific AML/KYC notification log.
28
Issue an official tenant information pack
Generate and send the required pack letter only after linked-record checks are satisfied.
29
Generate a tenant information service certificate
Create the PDF certificate recording what was served, when, how and to whom.
30
Generate a possession notice PDF
Create the standard or detailed module report for approved notice evidence.
31
Approve and open the Redress Scheme Membership PDF
Approve the verified governance record and open its generated evidence PDF.
32
Approve and open the ICO Data Protection Fee / Registration PDF
Approve the verified governance record and open its generated evidence PDF.
33
Approve and open the Estate Agency AML Supervision PDF
Approve the verified governance record and open its generated evidence PDF.
34
Approve and open the Landlord Ombudsman PDF
Approve the verified governance record and open its generated evidence PDF.
35
Approve and open the Material Information PDF
Approve the verified governance record and open its generated evidence PDF.
36
Build an audit pack
Assemble a PDF or evidence ZIP for the selected audit dataset and filters.
37
Use official PDF reports
Open system-generated compliance reports from the central legal audit area.
38
Create authority or regulator exports
Generate controlled datasets for an authorised authority or regulator request.
39
Export an audit pack PDF
Create a printable audit pack using the supported workspace and filter token.
40
Export an audit evidence ZIP
Package supported source evidence and reports into a controlled ZIP.
Esc