CSDatum Permits allows users to upload and attach documents to a permit. This is a convenient place to store things like the original permit application, permit plans and drawings, supplemental information, permit fee calculations, or any other permit-related information.
Upload External Documents
To upload and attach external documents, begin from the permit window, in the Documents tab. Click the Plus button.
This opens the Current Uploads window. To add files to upload, either drag and drop files into the window or click Upload Files and choose the files to upload.
The files will immediately begin uploading and show 100% when they are complete. When all uploads are complete, click Done.
There is an upload limit of 50 MB per document. If your document exceeds this limit, you'll get the warning below. Large files can still be uploaded, but you'll need to send them to CSDatum staff for a direct upload into the database.
Upload Documents Generated in Permits Software
Most documents generated within CSDatum Permits, such as permit printouts, job cards, and custom printouts, can be uploaded directly from the print menu.
When the document preview generates, the Floppy Disk button will save a PDF of the document directly to the Documents Tab. See Print a Permit or Job Card and Print a Custom Print Template for additional information.
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