Documents, certificates and Compliance Monitor synchronisation
Upload, classify, download and remove case documents and link a final certificate to an eligible property compliance record.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the case documents workspace
Review document type, status, expiry, file, notes and client visibility.
Upload case documents
Select one or more case files and submit them with shared metadata.
Upload multiple files in one action
Use the Case record files input to select multiple files.
Complete Document type
Describe the evidence, certificate, authority record or other case file.
Choose Document status
Select the displayed document status for the uploaded evidence.
Set document Expiry date
Record the certificate or evidence expiry date where applicable.
Write document notes
Record useful context for the uploaded files.
Understand document visibility
Recognise that administrator uploads in the supplied view are forced to landlord-visible.
Download a case document as staff
Use the document row download action with View permission.
Delete a case document
Use the document delete action, confirm the permanent record/file removal and retain timeline/audit evidence.
Resolve a missing stored file
Recognise a document record whose physical upload is unavailable and avoid presenting it as downloadable.
Understand stored filenames
Recognise that uploaded files use generated storage names rather than trusting the original filename.
List available property compliance targets
Load eligible property compliance record types for the linked property.
Link a final certificate to property compliance
Choose an eligible target and synchronise the selected final certificate.
Understand final certificate status changes
Recognise that successful synchronisation may set the document status to final issued.
Review final-certificate sync evidence
Confirm the landlord-visible timeline event and audit record created after synchronisation.
Resolve missing property for synchronisation
Link the case to an eligible property before selecting a compliance target.
Resolve unavailable compliance targets
Confirm the connected property/compliance tables and eligible target exist.
Distinguish client evidence uploads
Recognise client-upload ownership and visibility when reviewing case documents.
Retain evidence safely
Apply organisational retention and deletion policy to uploaded files and audit records.