Copying and pasting permit data allows you to more easily create multiple permits with similar data. One typical use for this feature is when one project requires multiple permits, such as when a new home requires a Building Permit, Zoning Permit, and Driveway Permit.

NOTE: Using the copy/paste feature does not "lock-in" any pasted data. Permit data can always be edited to make needed updates.

Begin from the permit with the data that you want to copy. Within the permit, click Gear > Copy Permit. This will copy the data associated with that permit.

Begin the process to create a new permit by using
​Gear > Open Associated Property. This opens the Edit Property window.

Within the Property window, go to Permits Tab > Plus Button to create a new permit.

Choose the type of permit to create from the drop-down menu and click Create.

Within the new permit, click Gear > Paste Permit.

Within the Paste Options dialog box, determine if you want to paste all the contact records. Also determine if you want to paste the permit status and associated permit dates. Click Paste.

Review the data copied to the new permit, add any other required data, and then click Save on the new permit.

Create a New Permit

Add the Applicant, Contractor, and other Contacts to a Permit