How to enable a sign-off form with required roles

This tutorial outlines how to enable a sign-off form with required roles for applications.

Go to the "User Menu" and select "Configuration" from the list.
In the "Application configuration" view, scroll down to the "Required forms, attachments, and review configs" section.
Click "Building permit" to expand the section.
Scroll down to the "Sign Off Form" section.
Select the form from the drop-down menu list.

Select roles and declarations for the sign-off form:
  • Application sign-off for an agent
  • Application sign-off for an applicant
  • Application sign-off for a property owner.

Cloudpermit automatically saves your changes.

Success - You have now included a sign-off form for the permit application.

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