Before you start
- An existing compliance record. If you have not created one yet, add the certificate first.
- The file in PDF, Word, Excel, JPG or PNG format, no larger than 25 MB.
- A clear document name, for example the certificate type and year.
Upload a new file to the record
Open the compliance record
Select the record in the register. The detail panel includes a Compliance documents section, which notes that evidence attached there does not change the obligation’s dates or create an independent record.
Screenshots use fictional demonstration data from Northstar Property Partners. About demonstration data
EPC record with documents and history Click to enlarge Select Upload replacement evidence
A dialog titled Add a document opens. It confirms which record the file will be linked to.
Choose the file
Select Choose a file or drag it here, then pick the file. Accepted formats are PDF, Word, Excel, JPG and PNG up to 25 MB.
Add a document to a record Click to enlarge Check the Document name and Category
Give the file a recognisable name and keep the category as Compliance certificate unless another category fits better. The Linked record box shows the record and property the file will belong to.
Select Upload document
When the dialog closes, reopen the record and check that the file is listed under Compliance documents before relying on it.
Link a document that is already in Fructus
Select Link existing document
Use this when the file already sits in the Documents library, so you do not upload a duplicate.
Choose the document
Pick the correct file from the options shown, then check that it appears in the record’s Compliance documents list.
Correct a document’s details
Select the edit icon on the document row
This opens Edit document details, showing the file name, Category and a section titled Where should this live?
Edit document details Click to enlarge Adjust Property, Unit and Compliance record
These relationships decide where the file is visible. Set them to the property, unit and record the file actually supports.
Select Save changes
Or select Cancel to leave the document unchanged.
Frequently asked questions
Does uploading a new certificate update the expiry date?
No. Evidence does not change the record’s dates. Update the dates with Edit / renew.
Who can open the files I upload?
Compliance documents are not published on the public website. What you can see depends on the access available to your current account, and sensitive evidence such as Right to Rent material is kept separate from ordinary documents.
Can I find the file later outside the record?
Yes. Compliance files also appear in the Documents library, where you can search by name and see linked properties.
Does Fructus confirm that my property is legally compliant?
No. Fructus helps you organise compliance records, monitor deadlines and manage supporting evidence. Compliance information reflects the records and dates entered into your workspace and does not constitute an independent legal assessment or certification. Requirements vary depending on the property and circumstances, so seek professional advice where appropriate.