Client case, timeline and documents
Review owned cases, visible timeline entries and landlord-visible documents, and upload/download securely.
Open a client-owned licence case
View a case only when its client_id matches the signed-in customer.
Open guide →How-to guideRead the landlord-action-required badge
Identify cases that need information or a response.
Open guide →How-to guideRead landlord-visible notes
Review the staff notes explicitly stored for the client.
Open guide →How-to guideRead the client-visible timeline
Review only timeline entries with visible_to_landlord=1.
Open guide →How-to guideReview client-visible documents
See only documents attached to the owned case and marked visible.
Open guide →How-to guideUpload a client case document
Add one validated file to an owned case.
Open guide →How-to guideComplete the client document type
Provide the required classification for the uploaded file.
Open guide →How-to guideAdd client document notes
Provide optional context with a portal upload.
Open guide →How-to guideUnderstand portal document storage
Know that the upload uses an encrypted/generated stored filename and case folder.
Open guide →How-to guideDownload a client-visible case document
Retrieve a file only when the case belongs to the signed-in client and the document is visible.
Open guide →How-to guideUnderstand portal document 404 outcomes
Know why an unauthorised, hidden or missing document returns not found.
Open guide →How-to guideUnderstand client case-edit limitations
Know that the supplied portal has create, view, upload and download flows but no case-edit action.
Open guide →