Release Notes - Permits Module

Release Notes - Permits Module

In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. 






New Features

Client Data Sharing - Permits

  1. What: Allow enabling user-specific sharing of permit data with partners (users from different departments) using a structured interface, so that individual users can collaborate effectively on permit-related workflows while maintaining controlled access.

  2. Why: Allows clients to collaborate on permits with local partners.

  3. How: In the Admin Module, navigate to User Data Sharing, add a user (by name) and provide the view only permission for Permits.

  4. For More info see this related article: Permit Data Sharing

Clone a Permit Type

  1. What: Created the ability to clone an existing permit type within a site.

  2. Why: Permit types often share similar configurations, such as custom data fields, workflows, forms, and automation settings. Manually recreating each variation can be time-consuming and error prone. Allowing users to clone an existing permit type will significantly reduce setup time, improve accuracy, and ensure internal consistency—especially when multiple types differ by only a few settings.

  3. How: On the Permit Type page, select Clone Permit in the Actions Column.  Rename the Permit Type and then Save.

  4. Use Case: Saves time and ensures consistency—especially when custom data fields, workflows, email setups, automation settings, forms, and Community Connect options need to be reused across permit types.


    For More info see this related article: Clone and Edit Permit Types



    • Related Articles

    • Release Notes - Assets

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features 1. A completed checklist may now be deleted from the Checklist History An option was to delete completed checks from ...
    • Release Notes - Permits Module

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Feature Enhancements What: Permits renewed or pending renewal during the inspection process will be linked to the inspection. Why: ...
    • Release Notes - Permits Module

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features Permits - Character Limits for Permit Custom Questions What: We’ve added a new option to make it easier to design ...
    • Mobile App: Release Notes (May 2025)

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Current iOS Version 5.8.4 Current Android Version 6.9.4 New Features (iOS) Fire Investigations Menu Integration What: Fire ...
    • Release Notes - Permits

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. New Features Add the "Rejection Note" to the Rejection Email Sent to the Permit Contact What: Added a checkbox to add the notes for ...