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Understand the compliance workspace

Keep source documents, review decisions, approved records and audit history connected.

Reviewed 19 October 20262 minute readCompliance & evidence

Where to start
Core Compliance → Dashboard

Before you begin

Use an authorised role and confirm which property or tenancy the work relates to.

Follow these steps

  1. Review the dashboard's due-soon, overdue, renewal and notification information.
  2. Open the relevant safety, tenancy, licensing or governance workspace.
  3. Follow its intake, review and approval stages, checking extracted information against the source evidence.
  4. Reopen the approved record and review the linked PDF and audit entry.

Check the result

The saved record should identify the correct entity, status and dates, with its evidence still accessible.

If something does not look right

A successful upload is not an approval. Proplix helps organise evidence and workflow; the responsible professional still determines the required action.

Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.

Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.

Plan the right route

See what a more connected property day looks like

Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.

UK Property software
by Britixo
Proplix · One Britixo account One account for Proplix and Britixo services Use your Britixo account to manage your companies, services, billing and support. Product access depends on your approved services. Try Proplix free for 14 days · No billing details required · No obligation · Secure email and WhatsApp activation.
Secure and controlled Built for property teams Requirements-led setup
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