Portfolio Category: Feature Profile

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Messaging

Messaging

Citizenserve's messaging tool allows municipal staff to talk to each other, to constituents on the Online Citizen Portal, or to citizenserve support staff. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve. Today, let's look at the messaging feature messaging is available on all file types, whether it be a permit a license a code case or a general file messaging allows staff to communicate with each other about a project in citizenserve with constituents on the portal and with the citizenserve support staff. Staff send messages from the project file to send a message go to the file options menu, expand the send menu, and when…
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Edit Document Source

Edit Document Source

Use the Edit Document Source tool to update the document source type of approved plans. You can make them easier for staff to find, and you can remove draft plan sets from view on the citizen portal. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve. In today's video. We'll explore the edit document sources tool which lets you edit the source of multiple documents at once today. I'm working on a development permit, but this feature works on permits licenses code complaints and general files, too. Let's see how it works. We just issued the final permit for this development project and we want to group…
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Quick Access Camera

Quick Access Camera

Using the Quick Access Camera, you can quickly take a photo in the field and either create a new file or add it to an existing file. Once you take the photo the system will know your location and will give you the option to add the photo to an existing file, if there is one open, or create a new file. [accordions] [accordion title="Transcript"] Hi! This is Misha from citizenserve. This month's new feature is the quick access camera. Let's see how it works. The quick access camera is one of the quick access tools located in the top right corner of your browser. This menu…
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Resubmittals

Resubmittals

Manage resubmittals quickly and easily with the new portal Resubmittal feature. This new features allows your applicants to see review comments from the portal – either at an activity level, or consolidated at the end of the review process. Applicants can also resubmit plans directly from the review activity in the portal. These features will streamline your review process while making tracking even easier. [accordions] [accordion title="Transcript"] Hi, this is Misha from citizenserve. This video is on the new portal Resubmittal feature. The new resubmit plans feature on your citizen portal streamlines the resubmittal process and gives you better tracking of resubmittal timelines. Let's see how it…
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