About Documents

Documents are grouped at the Record Type level. This allows you to pull in fields that are specific to the Record Type form to be printed on any given document. Documents are assigned to individual workflows so that you know which document is designed to match which kind of permit. Other documents, such as Stop Work Orders, Inspection Reports, or Certificate of Occupancy can be added to a workflow ad hoc, as long as the document is available in the Record Type.

We recommend that you meet with each department to come up with lists of all documents necessary to be available for each Record Type, along with examples of each. 

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