How to add attachments and decide/change the file visibility

The Attachments feature is available in all application types in Cloudpermit. Municipalities configure required attachments to each application type to ensure they have the correct attachment requirements. In that way, Applicants will only submit valid applications with relevant attachments. Additionally, while uploading attachments to the application, Applicants may decide on the file visibility of their attachments to show them to all users in the workspace or restrict them only to applicants and authorities within the municipality.

In this section, you will learn how to add attachments and decide/change the file visibility.

  1. In the Application workspace, scroll down to Attachments.
  2. You have two options to upload the required attachments either by selecting files from your computer or dragging and dropping files to the drag and drop zone.

Option 1

  1. To upload files from your computer, scroll down to Attachments.
  2. Click the link Click here and select files from your computer.
  3.  Select Type from the drop-down menu. Note: You can select multiple types for a single file.
  4. Add Drawing number (optional) and Description (optional).
  5. Select File visibility. Everyone - All users in the workspace view attachments. Restricted - Only visible to an Applicant and municipality. 
  6. Click Done.
  7. The attachment is uploaded.

Option 2

  1. To drag and drop a file, select it from your computer.
  2. Drag and drop the file to the drag and drop zone.
  3. Select Type from the drop-down menu.
  4. Add Drawing number (optional) and Description (optional).
  5. Select File visibility.
  6. Click Done.
  7. The attachment is saved.
  8. All attachments will be converted to archivable PDF format after uploading them.
  9. If you wish to change visibility from Everybody to Restricted after you have uploaded an attachment, select the desired attachment and click the three dots (...) on the right.
  10. Click Restrict visibility.
  11. The visibility is changed.
  12. If you wish to change visibility from Restricted to Everybody, select the file, click the three dots and select Remove restriction.
  13. The restriction is removed.

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