Documents & Certificates | Elevate (V5)

Documents and certificates support each step of the permit process. This feature allows users to upload, view, and manage required documents within the system. Staff can also add and manage certificates tied to the application. Use these tools to keep records organized and ensure all requirements are met.

Important Note:

This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 permit application guide instead.

Add a Document

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Documents tab:

   

6. Scroll down to the Upload File section and select Click to Upload. Attach your file:

   

   • You can also add a document using its URL:

     

7. Select the Document Type. Add a description, if needed

   

8. Click the Upload button:

   

Manage Documents

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Documents tab:

   

6. To print the document, click the Printer icon under the Action heading:

   

7. Retrieve the document from your device’s downloads, and print

8. To delete the document, select the Trashcan icon under the Action heading:

   

9. In the pop-up window, click Delete Document to confirm:

   

10. To email the document, click the Envelope icon under the Action header:

    

11. Complete the information needed to send the document:

    

    • To: Displays the recipient’s email address

    • Attachment: Displays the document being sent

    • Subject: Enter or edit the subject of the email

    • Message: Enter a message to include with the document

12. Click the Send button:

    

Add a Certificate

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Documents tab:

   

6. Click the Add Certificate link:

   

7. Complete the New Certificate form:

   

   • Certificate Number: Displays or enter the certificate number

   • Template: Select the template to use for the certificate

   • Certificate Type: Select the type of certificate being issued

   • Implementation Date: Select the date the certificate becomes effective

   • Expiration Date: Select the date the certificate expires

   • Print Certificate Number: Enter the certificate number to appear on the printed document, if different

   • Replacing Certificate Number: Enter the certificate number being replaced, if applicable

   • Addressed To: Select the person or entity the certificate is issued to

   • Signatory: Select the individual who will sign the certificate

   • Signatory Title: Select the title of the signatory

   • Comments: Enter any comments to include with the certificate

   • Notes: Enter internal notes related to the certificate

8. Click the Save button:

   

Manage Certificates

1. Sign in to your site

2. Navigate to the Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Documents tab:

   

6. To print the certificate, click the Printer icon under the Action header:

   

7. Retrieve the certificate from your device’s downloads, and print

8. To delete the certificate, select the Trashcan icon under the Action header:

   

9. In the pop-up window, click Delete Field to confirm:

   

10. To email the certificate, click the Envelope icon under the Action header:

    

11. Enter information to Send the Certificate:

    

    • To: Displays the recipient’s email addres

    • Attachment: Displays the certificate file being sent.

    • Subject: Enter or edit the subject of the email

    • Message: Enter a message to include with the certificate

12. Click the Send button: