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    Copy a Permit or Planning Application
    • 05 Oct 2024
    • 1 Minute to read
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    Copy a Permit or Planning Application

    • Updated on 05 Oct 2024
    • 1 Minute to read
    • Contributors
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    Article summary

    If you want to save time creating new permit applications or planning applications, you can quickly create a new one based on a similar permit or planning application that already exists in the system. This way, you won't have to re-enter information like the description of work, address, property owner, etc.


    How to Copy a Permit or Planning Application

    • In the permit or planning application click Details
    • In the Address tab, click the Create Copy button
      Permit, Details, Address Tab, Click Create Copy.png


    • Select the Permit/Planning Type that you want the copy to be created as
      Copy Permit, Create Copy Modal, Select Permit Type.png


    Review the Application then Accept

    1. Review the permit/planning application that was created by copying the existing permit (or planning application).
      • All application fields will be pre-filled with information from the original permit, but you can update any fields with new information before accepting the application (for example, you may want to check/update fields like "description of work" or "estimated valuation").
      • Required fields on the new permit will show up at the bottom of the copied application.


    1. Click Accept Application
      Copied Permit Application, New Fields, Accept Application Button.png
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