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Follow evidence from intake to audit export

Select the appropriate safety, tenancy, licensing or governance area and retain the distinction between source evidence, review, approval, notifications and audit output.

Reviewed 26 October 20262 minute readProperty & Compliance Management

Where to start
Admin Area → Compliance → relevant evidence workspace

Before you begin

Select the appropriate safety, tenancy, licensing or governance area and retain the distinction between source evidence, review, approval, notifications and audit output.

Follow these steps

  1. Upload or open the evidence in the correct area and verify the linked entity.
  2. Parse where supported, then review extracted values against the source document.
  3. Correct dates, classification and property/tenant matching before approval.
  4. Use the supported approval action and verify the retained compliance record.
  5. Review renewal/notification evidence where required.
  6. Open the relevant audit register, PDF, CSV or evidence-pack workflow and verify the selected scope.

Check the result

The approved record, source document, generated PDF and audit evidence remain traceable to the same entity.

If something does not look right

A parser confidence score is not a legal conclusion. Exporting an authority/regulator pack does not itself submit it to an authority. Use the organisation’s applicable professional review and official submission process.

Questions and answers

Where are renewal submissions reviewed?

Use the Notification / Intimation Engine and its supported renewal-submission review flow.

Where are chain-of-custody checks?

Compliance → Audit Trail Chain → Audit Logs & Chain of Custody.

Where is retention managed?

Compliance → Agency Governance → GDPR Retention / Deletion Controls. Review the relevant policy, dry-run and legal hold before any deletion 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.
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