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Applicant User Guide
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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
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Messaging
How to enter the Messaging workspace
How to enter application from the Messaging workspace
How to send and reply to a public message
How to send and reply to a direct message
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
View all (14)
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
View all (6)
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
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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
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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
View all (11)
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
View all (9)
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
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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
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Tutorial videos
Explore the Cloudpermit tutorial videos
Permits
How to download an issued permit
How to sign off your permit
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
View all (9)