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How to edit a Permit Template

This guide is to walk the reader through how to edit a permit template.

    1. From anywhere in the Contractor module, use the left-hand navigation panel and click ‘Permit Set up’. 

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    2. Then click ‘Templates’. 

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    3. This will take you to the list of all your current templates. To edit a template, click the pencil icon on the row of the template you wish to edit.  



    4. This will take you to a page where you can start editing the name, warning and groups of that template.  

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    5. To save any change, click the green save icon in the top right.