Workspace|Copying an existing workspace for a new application

Users can copy an existing workspace for a new application type using Cloudpermit. A building application or planning approval may require additional workspaces, which users can create at any time from an existing project in Cloudpermit. Enter the application workspace and then choose "Copy as a new workspace" from the More Actions drop-down menu at the top of the workspace header

  1. Expand the "More Actions" drop-down menu and select "Copy as a new workspace."
  2. Click the "Select Existing Project" tab under "Project selection."
  3. Select the project and click "Next."
  4. 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. Click "Next."
  5. Select an application type under "Application type, Project type & Category" workspace. 
  6. Select a project type, category, work type, and target. Click "Next."
  7. Select the parties you want to include in the copied workspace. You can later invite parties to your workspace in the "Parties to the Application" section. Click "Next."
  8. Select attachments to be included in your application and click "Next."
  9. Check the data you've entered and then click "Create Workspace." 
  10. A new application workspace has been created successfully. Fill out the application information and submit it.

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