How to copy an existing workspace for a new application

Cloudpermit allows users to copy an existing workspace for a new application.

A building application or planning approval may need additional workspaces that users can create from the existing project anytime. It happens in the applications or approvals workspace by selecting "Copy as a new workspace" from the More Actions drop-down menu at the top of the view.

This tutorial explains how to copy a new workspace for a building permit application.

  1. Scroll to Search in your Dashboard.
  2. Click the Building Permit tab. 
  3. Choose search criteria, for example, from the Status, Category, and Municipality drop-down menus. 
  4. If you want to view the selected property on the map, click Map in Results. If you wish to view it as a list view, click List. We use a map as an example.
  5. Click on the property pin on the map. The workspace card opens on the right. 
  6. Click Open Workspace.
  7. You will enter the application workspace.
  8. Expand the More Actions drop-down menu and select Copy as a New Workspace.
  9. Click the Select Existing Project tab in Project selection.
  10. Select the project and click Next.
  11. Type the property address or roll number/PIN/PID in the search text field. You can also drag on the map to find the property.
  12. Click Next.
  13. Select an application type in Application type, Project type & Category view.
  14. Select a project type, category, work type, and target.
  15. Click Next.
  16. Select the parties if you wish to include them in the copied workspace. You can also invite parties to your workspace later in the Parties to the Application section.
  17. Click Next.
  18. Select attachments to be included in your application and click Next.
  19. Check your inputted data and click Create Workspace.
  20. A new application workspace is successfully created.
  21. Fill out the application data and submit your application. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.