File types in Debitura
Debitura organises files into categories based on where they are attached:
File Category | Description | Where You See It |
Case files | Documents attached to a specific case, such as contracts, communication records, or payment proofs. | Case detail page (open from Cases received) |
Client-partner relationship files | Documents tied to your relationship with a specific client (creditor), such as agreements or onboarding documents. | Client detail page (open from Clients list) |
Lead files | Files linked to a lead you are quoting on. | Lead detail page |
Allowed file formats and size limits
All upload forms across the platform share the same rules:
Maximum file size: 25 MB per file
Allowed formats: PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG, TXT, ZIP, CSV, EML
One exception: lead quote offers are restricted to PDF only.
If a file does not meet these requirements, you will see an error message explaining the issue. For help, see Document upload fails.
What you can do with files
Action | Rule |
View / Download | You can view and download any file attached to a case, client relationship, or lead that belongs to you. Downloads use a secure, time-limited link that expires after one hour. |
Upload | You can upload files to cases you are working on and to client-partner relationship records. For the step-by-step process, see Upload documents and evidence. |
Delete | You can only delete files that you (or your organisation) uploaded. You cannot delete files uploaded by the client or by Debitura. Deletion is a soft delete: the file record is marked as removed and the stored file is deleted from storage. |
How delete permissions work
Every file in Debitura records who uploaded it using two fields: the uploader type (Creditor, Collection Partner, or Backend Admin) and the uploader organisation ID.
The delete rule is straightforward:
Your uploads: If the file was uploaded by a Collection Partner user in your organisation, you can delete it.
Client uploads: Files uploaded by the client (Creditor) cannot be deleted by you.
Admin uploads: Files uploaded by Debitura backend admins cannot be deleted by you.
Legacy files: Older files that do not have uploader context recorded remain deletable by both parties.
This prevents one party from removing another party's documents while still allowing you to manage your own uploads.
Client visibility
Your access to client information and files is scoped to the client-partner relationship. This means:
You see files and data only for clients who have an active relationship with you.
Each relationship is tied to a specific creditor. If the client has divisions, files may be further scoped to a specific creditor division.
Permission checks verify that your user account belongs to the collection partner linked to the relationship before granting access to files or chat.
To browse your client relationships and their files, go to Clients in the partner portal.
Where to find files in the platform
Case files: Open a case from Cases received. Files, chat, timeline, and case data are all accessible from the case detail view.
Client relationship files: Open a client from Clients. The detail page shows files shared within that relationship.
Related pages
Upload documents and evidence - step-by-step upload guide
File AI and Case AI - use AI to analyse uploaded documents
Documents and evidence checklist - what documentation is expected per case type
Data privacy and document visibility - how Debitura handles document privacy