This tutorial shows how to create an application for a customer that has been submitted by paper or email.
The application creation process is similar to the Applicant's application process. The only difference comes in the "Summary" view, where you must select the option to create an application on behalf of a customer. The Applicant must sign off the application.
|Start creating a new application in your "My today" by clicking "Create new application."|
Copy the data from the Applicant's paper application into the Cloudpermit application.
See instructions for creating a new application.
|In the "Summary" view, check off the box: "Application already submitted, e.g., by paper or email."|
Select the submission date from the "Calendar" and click "Finish & Create."
|Go to the "Parties to the application" in the application workspace.|
You must invite the Applicant to the application to sign it off.
Click "Add or invite party."
|Fill out Applicant's email address or see instructions for adding a party manually and inviting and adding parties to the application.|
Select the role "Applicant" from the drop-down menu list.
Check off permissions.
Click "Send an invite."
|Go to the "Application data" section in the application workspace.|
|Fill out the pre-configured application(s) in the section.|
If you must add a new application, click "Add new form" and fill it out.
Cloudpermit automatically saves changes.
|Success - The application is now completed and waiting for the Applicant to sign it off.|