How To Create and Submit Applications on Behalf of Customers

Overview

While Cloudpermit eliminates the need for paper applications, there may be instances where applicants may wish to submit paper based applications in person to you. Cloudpermit offers a feature that allows building departments to digitalize paper based applications and submit them on behalf of customers. This article explains how customer service representatives and other building department employees can digitalize and submit paper-based applications on Cloudpermit on behalf of customers. 

How To Create and Submit Applications on Behalf of Customers 

  1. Log into Cloudpermit at ca.cloudpermit.com 
  2. Click the APPLY FOR A PERMIT button located at the top right of the window, as can be seen by the image below
  3. SELECT AN EXITING PROJECT or CREATE A NEW PROJECT. 
    1. On Cloudpermit, every building permit application is located within a project. More specifically, one project on Cloudpermit can contain several different types of permit applications. For example, a re-build of a single family dwelling could require a demolition permit, residential building permit, sewage system permit, etc... All of those types of permit applications would be found within the same project. 
    2. If you are CREATING A NEW PROJECT, you will need to name the project. There is no right or wrong name, however, most projects are named according to the municipal addresses of the lots to which they relate. 
    3. Click the NEXT button at the bottom right to proceed
  4. Locate the subject property
    1. Once you've selected/created the project for the application, you will need to locate the subject property. This is done using Cloudpermit's GIS mapping integration with your municipal mapping. To begin, please select the appropriate municipality from the drop-down menu located near the top-right of the window. Please refer to the image below. 
    2. To find the subject parcel, you have the following three options:
      1. Type in the municipal address of the subject parcel in the search bar
      2. Type in the roll number of the subject parcel in the search bar
      3. Find the subject parcel on the map and click it
    3. To find the subject parcel of the application using its municipal address, simply type the address in the search bar located above the map and select the appropriate parcel from the list that is returned. 
    4. To find the subject parcel of the application using its roll number, simply type the roll number in the search bar located above the map and select the appropriate parcel from the list that is returned. 
    5. To find the subject parcel on the map, you can zoom in and out using the + and - buttons located in the top left of the map as well as click and drag using your mouse to navigate around the map. When you've located the subject parcel, simply click it once to select it. 
    6. Regardless of what method you use to find the subject parcel, when you find it, it should look similar to the image below.
    7. Once you've found the subject parcel, please click the NEXT button located at the bottom right of the window.
  5. Select the Application Category. 
    1. For example, if you are processing a residential building permit, select Residential, or if you're processing an industrial building permit, select Industrial. When you're finished, click the NEXT button located at the bottom right. 
  6. Check the Create application on behalf of customer box located at the bottom right. This is a very important step. Once you've checked off the Create application on behalf of customer box, click the Create application button located at the bottom right. Please refer to the image below. 
  7. Complete the application
    1. You've now created the application on behalf of the customer, however, you still need to fill it out and submit it. Like a normal application on Cloudpermit, you will need to complete all compulsory requirements before being able to submit it. Having said that, since the application should already be provided to you by the applicant, you simply need to copy the information from the paper-based application onto the digital application. 
    2. To begin, start by satisfying the APPLICATION DATA of the application.  You'll need to select the applicable Work type and Work target
      1. To start, click the Select button located under Work type and pick the applicable option. 
      2. Then, click the Select button under Work target and pick the applicable option
      3. Once you've selected the appropriate Work type and Work target, Cloudpermit will generate the required forms. Please note, this is done according to the configuration settings specific to your municipality. To fill out the forms, click the name of a form and fill out the fields according to the data you have on the paper forms given to you. Cloudpermit saves your work automatically so there is no need to save. When you're finished filling out a form, return to the application by click the RETURN TO APPLICATION button located at the top left of each form. 
    3. Once you've finished with the APPLICATION DATA, you can move on to PARTIES OF THE APPLICATION or ATTACHMENTS. Since Cloudpermit is not sequentially limiting, the choice is yours. Having said that, it might be more strategic to address PARTIES OF THE APPLICATION FIRST.
      1. To begin, click the ADD OR INVITE PARTY button located on the right side of the PARTIES OF THE APPLICATION tile. 
      2. Once you do, the Invite window will appear, as can be seen by the image below.
      3. Click the I do not want to invite, I will put all fields manually button which is written in blue text.
        1. Input all required and applicable fields. Required fields are marked with a red *. A screenshot is included below for reference. 
        2. Select the role(s) for the party. To do so, click the Select button under Select role(s). One party can have one or more roles. Add as many roles as needed.
        3. When you're finished, click the Add button located at the top right.'
    4. Add all required attachments
      1. To do so, you will need to scan all of the attachments that were given to you on paper and upload them onto the application. Once you have the attachments scanned and accessible on your computer, you can add them to the application by following these instructions:
      2. To upload attachments, you have two options:
        1. Drag and drop files
        2. Select files from your computer
      3. To use the drag and drop method, please follow these steps:
        1. Locate the attachments on your computer
        2. Drag and drop them anywhere within the grey box which is bordered by a black dashed line
      4. To use the select files from your computer method, please follow these steps:
        1. Click the click here button which is written in blue 
        2. A file selector window should now appear. Please navigate to the located of where your attachments are located on your computer
        3. Click Open located near the bottom right of the window
      5. Either way, once you've uploaded attachments, they should look like this:
      6. Select the type of the attachment(s) (site plan, elevations, etc...) NOTE: One attachment can be numerous different types, for example, a drawing set. In this scenario, simply tag all of the applicable types. 
      7. Input a drawing number and description (optional)
      8. Click the Done button near the bottom of the window. 
    5. Sign off application
      1. To do so, click the SIGN OFF APPLICATION button located near the right side of the application. For reference, the SIGN OFF APPLICATION button has been circled in red on the image below.
      2. Continue by answering ant applicable TARION WARRANTY CORPORATION and BUILDING CODE questions. Since the application has already been given to you, simply answer the questions according to the answers on the application that was given to you.
      3. Scroll down to the bottom of the page to the SIGN-OFF MANUALLY section. 
      4. Select a primary applicant from the drop-down
      5. Upload the signed form by clicking the UPLOAD SIGNED FORM. Please note, to do so, you'll have to scan the signed application that was given to you by the applicant. Once scanned, you'll be able to select the file from your computer when you click UPLOAD SIGNED FORM.
      6. Once you've uploaded the signed application, return back to application by scrolling to the top of the page and click the RETURN TO APPLICATION button located near the top left. 
    6. Submit the application
      1. To do so, click. the SUBMIT APPLICATION button located in the middle of the right side of the application. 

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