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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Attach Documents & Images to Records

  • Updated:

The document repository is a database within Community Development (formerly CivicGov). It contains data from all the record modules and the various tabs contained within individual records.

 

Common Uses at Various Levels

  • Parcels/Property: The document repository stores items such as deed copies, land records, or other records associated with property information
  • Permit/Project/Planning and Zoning: At this level, the system maintains documents such as PDF versions of the plans related to the project, images of the site, hard copies scanned of any forms that are required as part of the project review process
  • Inspections: The system maintains copies of images taken as evidence when associated with complaints, violations, fire/safety, or other inspection issues
  • Licensing or Other Modules: Provides a repository to upload any documents required for the processing of records

 

Supported File Types

Only JPG, PDF, , GIF, DOC, DOCX, PPT, PPTX, XLS, XLSX, and TXT files are allowed. 

 

 

Instructions

  1. Sign in to your site
  2. Select Search or List under the applicable module and open the record
    Select record.
  3. Navigate to the Documents tab
    Documents tab
    Note: Document tabs exist at the inspection record level as well as the main level of records such as permits and projects. The user needs to have an internal set of procedures established for the management of the repository.
  4. Select the Click here to attach files link to upload files from your device
    Attach files.
  5. Or, to take a picture, click Invoke Camera and then Take / Save Snapshot
    Camera button.
    Note: Direct scanning of documents is not currently supported.
  6. Review the attached files and click Save
    Save inspection button.
  7. If needed, add a Description/Notes regarding the uploaded files
    Description field.
  8. To delete a file, select the Del link under the File Name column
    Delete file.
  9. Click Ok on the pop-up that says Are you sure you want to delete this document?
    Ok button to confirm deletion.
  10. Click Save after making any additions or changes
    Save inspection button.

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