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About Business License Documents
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Uploaded and System-Generated Documents
- A: Uploaded: Documents uploaded by internal and external users
- B: System-Generated: Documents automatically generated by the system (like the business license document)
Document Screen Tour
- Edit Document Details: Edit document name, add notes, or share externally.
- Email Documents: Easily email one or multiple documents. When a document is emailed from CommunityCore, the action is logged in the Business License History.
- External Column: If a document has a checked "external" checkbox, a user with access to the planning application will be able to view this document in CommunityConnect.
Edit Document Details
After a document has been uploaded, you can still edit details about the document.
When editing a document:
- Document Name: Update the document name
- Notes: Notes are also visible to the external user in CommunityConnect.
- Share External: Authorized Online Users in this Business will be able to view the document in CommunityConnect.
Sort, Filter & Customize Grid
As with other Grids in CommunityCore, you can sort and filter data and customize this grid. In the grid you can:
- Sort or filter any column
- Add/remove columns
- Resize columns
- Reorder columns