Properties: core details and media

Upload or delete a property listing PDF file

Maintain the listing’s dedicated PDF attachment.

Audience: CRM staffPermission: real_property: EditModule v1.0.0
Exact navigationAdmin Area → Property Operations → Properties → open property → Listing PDF
Before you begin
  • Use an account with real_property: Edit and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Maintain the listing’s dedicated PDF attachment. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

  1. Open Admin Area → Property Operations → Properties → open property → Listing PDF.
  2. Download or inspect the supported template/field requirements before preparing the file.
  3. Choose the Import or Upload action and select the intended file only.
  4. Run validation and correct rejected rows, file types or required values.
  5. Complete the import/upload and review the created records, attachments and any error file.

Fields, choices and supported possibilities

Exact actionUpload or delete a property listing PDF file
Exact navigationAdmin Area → Property Operations → Properties → open property → Listing PDF
Module version1.0.0
Access rulereal_property: Edit
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Property ownership and listingConfirm the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.
Address and mapComplete address, city, country and latitude/longitude where the map is used.
Commercial valuesReview price/rent, commission, fees, income/expense values, currency context and availability dates.

Code-backed validations and workflow rules

  • Use listing_pdf_file and delete_listing_attachment_pdf_file through the visible controls.
  • Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
  • Property status, account status and approval workspaces are separate from the main listing form.

Expected result and verification

  • The supported upload or delete a property listing pdf file flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.