Attach Documents & Images to Records

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The document repository is a database within Community Development. It stores data from all record modules. It also includes information from the various tabs inside each record.

Common Uses at Various Levels

  • Parcels and Property: The document repository holds files like deeds, land records, and other property-related documents.

  • Permit, Project, Planning, and Zoning: At this level, the system stores documents like PDF project plans, site photos, and scanned forms. These files are part of the project review and help track key details about the project.

  • Inspections: The system stores images taken as evidence. This includes complaints, violations, fire or safety issues, and other inspections.

  • Licensing or Other Modules: Provides a repository to upload any documents required for the processing of records

Supported File Types

Only JPG, PDF, PNG, 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:Navigation showing a list of permits with permit number and location details in the permitting system.

  3. Click the Edit button:

    The permit details page shows options to edit and print the menu for a specific parcel.

  4. Navigate to the Documents tab:User interface for attaching documents, with the documents tab being highlighted.

    Note:
    Document tabs are available on both the inspection record and the main record, such as permits and projects. Users should follow an internal process to manage the document repository. This helps keep documents organized and ensures they are handled consistently.

  5. Select the Click here to attach files link to upload files from your device:The user interface displays permit details and file upload instructions for document management.

  6. Or, to take a picture, click Invoke Camera and then Take or Save Snapshot:An interface for attaching files with options to invoke the camera or take snapshots.

    Note:
    Direct scanning of documents is not currently supported.

  7. Click Save Inspection:Buttons for saving, canceling, and printing inspection options are displayed. The save inspection button is highlighted.

  8. If needed, add a Description or Notes regarding the uploaded files:List of existing documents with file names and upload dates displayed in a table. A field is highlighted to allow adding notes.

  9. To delete a file, select the Del link under the File Name column:Document list showing a highlighted file name for a PDF invoice with the option to delete it.

  10. Click Ok on the pop-up window that says Are you sure you want to delete this document?:A confirmation prompt asking to delete a document with options to confirm or cancel.

  11. Click Save after making any additions or changes:Buttons for saving, canceling, and printing inspection options are displayed. The save inspection button is highlighted.