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Document Intake & Licensing Registration · How-to guide

Upload Scotland Letting Agent Register evidence

Create a document-intake record for Scottish letting-agent register evidence and attach it to the correct linked entity.

Audience: Compliance administrators and authorised property staffPermission: Compliance Monitor: Create or AdministratorModule v1.0.0
Feature pathLicensing & Gov → Scotland Letting Agent Register
Before you beginUse the original, readable evidence file. Do not upload a generated module PDF back into the intake as though it were source evidence.

What this feature does

Create a document-intake record for Scottish letting-agent register evidence and attach it to the correct linked entity. The supplied Compliance Monitor module keeps live operational records, source documents, generated evidence and audit history connected through shared section keys, compliance types and linked-entity references.

How the workflow fits together

This feature sits inside the Compliance Monitor lifecycle. Source evidence is attached to a linked entity, reviewed by authorised staff and converted into an approved record only when the required fields and evidence are complete.

Step-by-step workflow

  1. Open Licensing & Gov → Scotland Letting Agent Register.
  2. Select the exact linked property, block, company or other entity requested by the form.
  3. Choose the supported document type and attach the complete source file.
  4. Enter any visible reference, provider, date or note fields that can be verified immediately.
  5. Submit the intake and open its parse or review screen.

Important fields and decisions

Linked propertyVerify the linked property against the uploaded evidence and linked source record.
Document typeVerify the document type against the uploaded evidence and linked source record.
Licence or registration typeVerify the licence or registration type against the uploaded evidence and linked source record.
Register or oversight bodyVerify the register or oversight body against the uploaded evidence and linked source record.

Record lifecycle and audit

Reopen the relevant workspace after saving. Confirm the intake ID or record reference, linked entity, status, dates, evidence list, generated PDF and any notification or audit entry. Where the module offers separate source evidence and system PDF buttons, review both rather than assuming they contain the same information.

What happens after completion

The resulting status, evidence, PDF, notification or audit event remains available through the relevant Compliance Monitor register. A successful browser message confirms that the request was handled; the register and audit history confirm what was actually retained.

Controls, checks and common mistakes

  • Confirm the linked property, tenant, company or record ID before uploading, approving, sending, exporting or deleting.
  • Do not treat OCR, parsing, confidence or a success alert as a substitute for human evidence review.
  • Verify the saved record and audit history after every state-changing action.
  • Keep original uploaded evidence distinct from system-generated PDFs and notification evidence.
  • Use least privilege and avoid administrator-only actions unless the task genuinely requires them.
  • This module supports operational compliance records; it does not replace professional legal, regulatory or safety advice.
Compliance and data safetyUse the module as an operational evidence and workflow tool. Verify legal, safety, tax, licensing, data-protection and regulatory decisions with the organisation’s authorised professional process.
Browse connected topics:document intakelicensing registration
Use Scotland Letting Agent Register tracking →Parse Scotland Letting Agent Register evidence →Review and edit Scotland Letting Agent Register details →Approve a Scotland Letting Agent Register compliance record →