Where to start
Admin Area → Properties Management / Compliance → source record
Before you begin
Generated letters, emails, public forms and PDFs use the active workspace’s configured identity and supported native services.
Follow these steps
- Check the workspace company name, logo, contact information and mail identity through normal settings.
- Generate or open the intended document from the correct record.
- Compare its property/recipient reference with the source evidence.
- Check the original uploaded document separately from the generated PDF.
- Verify protected file access with the intended authorised role before relying on a shared journey.
Check the result
The document uses the current workspace identity and the correct business record, while protected evidence remains restricted.
If something does not look right
Missing branding can produce a neutral module label. OCR depends on configured extraction support; PDF/ZIP/mail functions depend on their native services. Escalate the specific failing function with its record reference.
Questions and answers
Will the module borrow another tenant’s logo?
The module reads the active workspace’s branding; it does not select another tenant’s logo as a fallback.
Does OCR approve a certificate?
No. Extraction must be reviewed through the native evidence approval process.
Can I open evidence from an old upload path?
Historical storage can remain necessary. Use the supported source record/file route and have an administrator investigate missing access without deleting historical files.
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.
Useful next steps
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.