Purpose To provide instructions on how to Create a New Permit in the First Due Platform. Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. Enter and select the correct address. 5. Select the correct date for ...
Purpose To demonstrate how to manage Permits when recording an Inspection Record. Video Instructions NOTE: Save the Inspection before adding a Permit(s) to save and retain any data entered in the sections above Permits. 1. Click on Permits. 2. ...
Purpose The purpose of this Knowledge Base Article is to demonstrate how to share and view Permits for another First Due Client. The feature is active only in client accounts with data sharing active. Related Article User Data Sharing Video ...
Purpose The purpose of this Knowledge Base Article is to demonstrate how to add Custom Data Fields to a Permit. Related Article Create and Edit Permit Type Video Instructions 1. When creating or editing a Permit Type, click on Custom Data Fields. 2. ...
Purpose The purpose of this Knowledge Base Article is to demonstrate how to how to add a Custom Field Block using the Form Builder. These Instructions apply to the Form Builder in the Invoicing Module. Video Instructions 1. Create a new form or ...