Portfolio Category: Feature Profile

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Common Comments

Common Comments

Citizenserve's Common Comments provide easy access for reviewers and inspectors to add frequently used comments to a plan review or inspection. Check out this video to see how common comments work, and how you can apply standing condition statuses to your comments. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve. Today, let's look at the common comments book and comment statuses, and how you can use them to enhance your review and inspection activities. Sometimes comments are referred to as a comment library, the Book of Common Comments, common corrections, or just common comments. They all refer to a central repository, a frequently cited comments users…
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Add Permit# To Document Markup Stamp

Add Permit# To Document Markup Stamp

The Citizenserve online document markup tool includes the ability to add the permit number to a digital stamp. Watch how to create a new stamp that includes the Permit#, and how to Add the Permit# to an existing stamp. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve today. Let's check out how to add a permit number to a stamp in the online document markup tool. In this video, I'll show you how to create a new stamp with the new permit number field and I'll show you how to add the field to an existing stamp. You can access the document markup tool in a…
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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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