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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Permit Number and Job Site Address in the designated fields. Ensure that all information is accurate to avoid any processing delays.
  3. Select the appropriate subcontractor type from the list provided, such as Electrical Contractor or Plumbing Contractor. If your trade is not listed, choose 'Contractor Other' and specify your trade.
  4. Fill in your Company Name and License Number accurately. This information is crucial for compliance with local regulations.
  5. Enter the Qualifier Name and ensure that they sign in the Qualifier Signature field. Don’t forget to include the date of signing.

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Upload portals are a secure way to let external parties upload data to your datasets. Through an upload portal they get an easy user interface to add data, but they have no access to the content of the dataset, nor can they delete any files.
0:05 0:40 One click on upload. And thats it if you want to learn how to use our built-in document scannerMoreOne click on upload. And thats it if you want to learn how to use our built-in document scanner just watch the video in the description. And check out our help article.
To send a document to your client, you will first need to ensure that it has been added to their Documents tab. When you are on the Documents tab, select the file(s) you wish you upload and use the Portal button in the toolbar to Upload Selected Files. Your file(s) will now be uploaded.
0:28 2:40 You will then drag the files onto the batch upload where they will then be listed. Please note ifMoreYou will then drag the files onto the batch upload where they will then be listed. Please note if you are doing this through a phone or a tablet. You can click on the upload.
In the bottom right corner of your Documents page, click the red Fast Action Button. On the Upload Files page, click the Select files button to choose one or more files from your computer. You can upload up to 10 documents at once.

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