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Trace timeline events, documents and communications

Use the Universal property timeline, Documents & evidence and Communication history together when checking what happened to a property.

Reviewed 26 October 20262 minute readProperty Management Flow

Where to start
Admin Area → Property Management Flow → Digital Twin → select property

Before you begin

Use the Universal property timeline, Documents & evidence and Communication history together when checking what happened to a property.

Follow these steps

  1. Open the property Twin and read the timeline in chronological context.
  2. Identify the source and record reference for a relevant event.
  3. In Documents & evidence, check the source, status and date before selecting Open.
  4. Read communication subject, channel, status and date; use the native workflow for the full evidence and delivery detail.
  5. Compare the event with the current record rather than treating a historical event as the current status.

Check the result

You can connect an event to the correct source record or evidence file without crossing property or workspace boundaries.

If something does not look right

A document may be unavailable because it is not linked, is protected, has been retained/deleted under policy, or your role cannot open it. A timeline entry alone does not prove an email arrived in an inbox.

Questions and answers

Does the timeline include every email in the CRM?

No. It joins the supported property-related sources, including onboarding/compliance communication history and Flow events.

Are original evidence and generated reports the same?

No. Review the source document and the generated record or PDF separately.

Can I share the protected file URL publicly?

Protected evidence uses authenticated scope checks. Use the supported stakeholder workflow and intended recipient access.

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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