Applicant User Guide
This user guide includes support articles for applicants.
Attachments
- How to add attachments and decide/change the file visibility
- How to upload a new version of an attachment
- How to delete attachments from applications
- How to check if the attachments have been approved
- How to remove a visibility restrictions from an attachment
Messaging
Notifications
- How does Cloudpermit notify users and stakeholders during the process?
- How to know if your application has been rejected
- How to know if your application has been restored to In Review step
- How to know if your permit is waiting for sign-off
- How to know the application is waiting for payment
Search
- How to search for applications by using search criteria
- How to create a search filter
- How to sort applications
- How to set and use the Quick Search filters
- How to use existing search filters
Party invitations
- How to invite parties to the application
- How to add a party to the application manually
- How to accept the party invitation without having an account in Cloudpermit
- How to resend a party invitation
- How to accept the email invitation to collaborate on the application
Application Creation & Submission (Building Permitting)
- How to create a draft building permit application
- How to delete a draft application
- How to complete the required application data in the draft building permit application
- How to sign off and submit a draft building permit application
- Tutorial video: How to submit a building permit application
Application and Project Management
- How to link properties to the application workspace
- How to request a withdrawal of an application
- How to remove additional properties from the application
- How to cancel the withdrawal request
- How to check if the application has issued permits
Inspections
- How to request an inspections for the application in the Work & Construction phase
- How to change the date and time slot of the unconfirmed inspection request
- How to cancel the requested inspection
- How to find and download the inspection report
- How to know if the completed inspection includes deficiencies or remarks
Pre-Consultation in Planning applications
- What is the pre-consultation in the planning approval process?
- How to create a pre-consultation request
- How to delete your draft pre-consultation request
- How to invite parties to your pre-consultation request
- How to receive pre-consultation results
Planning applications
- What are the planning application process statuses?
- How to start creating your planning approval application
- How to complete application data in your draft planning application
- How to sign off and submit your planning application
- How to download your invoice and receipt
Tutorial videos
Permits
Supplemental Applications & Permits
- How to transfer your permit to a new owner
- What is a Phased Plan Approval?
- How to respond to the change request in the supplemental permit application
- How to apply for plans resubmission
- How to withdraw a plans resubmission application