Employee F.A.Q

A collection of frequently asked questions by ViewPoint Cloud users

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105 articles in this collection
Written by Seth From OpenGov, Michael From ViewPoint, and Josh From ViewPoint

Reporting On Department Form Fields

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Written by Seth From OpenGov
Updated over a week ago

Due Dates on Workflow Steps

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Written by Josh From ViewPoint
Updated over a week ago

Sum Calculations for Multi-Entry Numerical Form Fields

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Written by Josh From ViewPoint
Updated over a week ago

Why can't I search for an applicant email ID that I know exists in ViewPoint Cloud?

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Written by Josh From ViewPoint
Updated over a week ago

How to Re-activate a Stopped Record

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Written by Josh From ViewPoint
Updated over a week ago

Viewing Previous Workflows From Renewal Records

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Written by Josh From ViewPoint
Updated over a week ago

How to Clone a Record Type

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Written by Josh From ViewPoint
Updated over a week ago

Applying Date Filters to Reports

Use date filters to highlight data from a certain date range
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Written by Seth From OpenGov
Updated over a week ago

Reporting on Permit Issuance Dates

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Written by Josh From ViewPoint
Updated over a week ago

Using Your Community's Activity Log

View your community employees' past activity here
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Written by Josh From ViewPoint
Updated over a week ago

How to Cancel A Scheduled Inspection

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Written by Josh From ViewPoint
Updated over a week ago

Adding Minimum and Maximum Fee Amounts

Keep your fee schedule within specific cost parameters
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Written by Josh From ViewPoint
Updated over a week ago

How to Sync Your Inspection Schedule with Your Calendar

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Written by Josh From ViewPoint
Updated over a week ago

Does your Inspection Schedule Display Overdue Inspections?

You can find overdue inspections via your "Inspect" Tab
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Written by Josh From ViewPoint
Updated over a week ago

How to Report on Overdue Inspections

How to report on missed inspections
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Written by Josh From ViewPoint
Updated over a week ago

How to reset your password

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Written by Josh From ViewPoint
Updated over a week ago

Fee Calculations in ViewPoint Cloud

Learn more about how fees are calculated
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Written by Josh From ViewPoint
Updated over a week ago

How to report on historical records

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Written by Josh From ViewPoint
Updated over a week ago

Which employees can process payments?

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Written by Josh From ViewPoint
Updated over a week ago

What is the "Adjustment" Transaction Type in the Ledger Report?

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Written by Josh From ViewPoint
Updated over a week ago

What Does Each Approval Step Status Mean?

What each approval status means in the context of a record's workflow
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Written by Josh From ViewPoint
Updated over a week ago

How to Export a Renewal Campaign to a .CSV File

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Written by Josh From ViewPoint
Updated over a week ago

What is a Stopped Record?

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Written by Josh From ViewPoint
Updated over a week ago

Can I add a record expiration date that is in the past?

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Written by Seth From OpenGov
Updated over a week ago

Can you create a report showing Waived Fees?

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Written by Josh From ViewPoint
Updated over a week ago

How do I find deleted records?

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Written by Seth From OpenGov
Updated over a week ago

How do I find what inspections were conducted on a specific date?

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Written by Seth From OpenGov
Updated over a week ago

How do I delete a project template?

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Written by Seth From OpenGov
Updated over a week ago

Can you change a record number after the record has already been submitted?

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Written by Seth From OpenGov
Updated over a week ago

Can multiple emails be linked to a record?

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Written by Seth From OpenGov
Updated over a week ago

Why did a payment fail?

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Written by Seth From OpenGov
Updated over a week ago

How to Save a Record Draft in the Employee App

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Written by Josh From ViewPoint
Updated over a week ago

Can applicants start multiple record applications within a project?

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Written by Seth From OpenGov
Updated over a week ago

What time of day are renewal emails sent?

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Written by Seth From OpenGov
Updated over a week ago

Can applicants print their permit or license at home?

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Written by Seth From OpenGov
Updated over a week ago

What HTML tags are supported?

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Written by Seth From OpenGov
Updated over a week ago

Do applicants receive an email when they have a balance due?

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Written by Seth From OpenGov
Updated over a week ago

Can applicants change information when they renew their license?

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Written by Seth From OpenGov
Updated over a week ago

How to Copy a Document Template

Easily copy document templates for multiple uses
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Written by Seth From OpenGov
Updated over a week ago

Can you conduct an inspection on a location and not a record?

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Written by Seth From OpenGov
Updated over a week ago

What is the Columns tab in the Reports field used for?

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Written by Josh From ViewPoint
Updated over a week ago

How to report on data from specific Form Fields

VPC3
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Written by Josh From ViewPoint
Updated over a week ago

What is the Filters tab in the Reports field used for?

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Written by Josh From ViewPoint
Updated over a week ago

What is the General tab in the Reports field used for?

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Written by Josh From ViewPoint
Updated over a week ago

Can applicants link documents to their profile?

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Written by Seth From OpenGov
Updated over a week ago

Can employees make e-check payments?

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Written by Seth From OpenGov
Updated over a week ago

Can employees create an account for an applicant?

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Written by Seth From OpenGov
Updated over a week ago

Can you delete inspection item comments after an inspection has been completed?

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Written by Seth From OpenGov
Updated over a week ago

What does the trashcan icon mean next to a form field on a record page?

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Written by Seth From OpenGov
Updated over a week ago

Can I have more information print on my documents?

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Written by Seth From OpenGov
Updated over a week ago

Can you waive a refund?

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Written by Seth From OpenGov
Updated over a week ago

Can users or groups be notified when specific documents have been issued?

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Written by Seth From OpenGov
Updated over a week ago

Why is the auto-fill form section not working?

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Written by Seth From OpenGov
Updated over a week ago

Can you clone a form section?

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Written by Seth From OpenGov
Updated over a week ago

Why are applicants seeing a white screen after logging into the online portal?

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Written by Seth From OpenGov
Updated over a week ago

What Does Each Inspection Step Status Mean?

What each inspection status means in the context of a record's workflow
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Written by Josh From ViewPoint
Updated over a week ago

Why isn't there an expiration date on the document that I just added?

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Written by Seth From OpenGov
Updated over a week ago

How to Add an Expiration Date to a Document

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Written by Josh From ViewPoint
Updated over a week ago

How to Change a Record's Expiration Date

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Written by Josh From ViewPoint
Updated over a week ago

Application Snapshot

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Written by Seth From OpenGov
Updated over a week ago

What are claim codes?

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Written by Seth From OpenGov
Updated over a week ago

How to Add a Unit to a Location

Adding a unit to an existing location
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Written by Michael From ViewPoint
Updated over a week ago

What are "Checklist" Items for Inspections

VPC3, Inspections
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Written by Michael From ViewPoint
Updated over a week ago

How to Reissue a Document

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Written by Seth From OpenGov
Updated over a week ago

Balancing Your ViewPoint Ledger Report with Stripe

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Written by Seth From OpenGov
Updated over a week ago

How to Create a New Location (Address)

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Written by Seth From OpenGov
Updated over a week ago

Attachment Notifications

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Written by Seth From OpenGov
Updated over a week ago

How to Create an Inspection Report

Inspections
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Written by Seth From OpenGov
Updated over a week ago

How to use Applicant and Location Flags

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Written by Seth From OpenGov
Updated over a week ago

How to Record a New Inspection

Inspections
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Written by Seth From OpenGov
Updated over a week ago

Creating Conditional Form Fields on Documents

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Written by Seth From OpenGov
Updated over a week ago

Difference Between Filters and Columns

VPC3 Reporting
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Written by Seth From OpenGov
Updated over a week ago

How to Manually Renew a Record

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Written by Josh From ViewPoint
Updated over a week ago

Live Preview Not Working

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Written by Seth From OpenGov
Updated over a week ago

How to Locate a Draft of a Record in the Employee App

Here's How to Search for a Draft Record in VPC
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Written by Josh From ViewPoint
Updated over a week ago

How to Delete or Archive a Location

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Written by Seth From OpenGov
Updated over a week ago

Can form fields and sections be formatted differently?

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Written by Seth From OpenGov
Updated over a week ago

What happens if a credit card charge is disputed?

What to do if an applicant disputes their payment
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Written by Seth From OpenGov
Updated over a week ago

I selected the wrong form field type. Is there a way to change it?

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Written by Seth From OpenGov
Updated over a week ago

How to Delete a Department

VPC3 Organization Settings
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Written by Seth From OpenGov
Updated over a week ago

How to Create a Record

Here's how to create a new record in the employee app:
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Written by Seth From OpenGov
Updated over a week ago

Why are data merge tags showing up on my document?

How to troubleshoot when your issued documents don't populate properly
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Written by Seth From OpenGov
Updated over a week ago

How to Print a Record

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to log in

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Written by Seth From OpenGov
Updated over a week ago

How to View a Record's Activity Log

VPC3
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Written by Seth From OpenGov
Updated over a week ago

Why is a Record Type or Workflow missing from the storefront?

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Written by Seth From OpenGov
Updated over a week ago

How to Upload a New Record Attachment

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Delete a Record Attachment

VPC3
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Written by Seth From OpenGov
Updated over a week ago

About Stripe

Stripe is the payment processing company that ViewPoint has partnered with to provide automatic payment processing.
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Written by Seth From OpenGov
Updated over a week ago

How to View Attachment Details

VPC3
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Written by Seth From OpenGov
Updated over a week ago

What if the applicant doesn't have an email address?

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Written by Seth From OpenGov
Updated over a week ago

How to Upload a New Attachment Version

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Download a Record Attachment

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Change an Autofill Section on a Record

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Update a Record

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Assign a Record Step

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Add a New Record Step

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Add a Record to a Project

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to View the Applicant's Profile

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How To Issue A Partial Refund

Here's how to issue a partial refund in ViewPoint Cloud
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Written by Josh From ViewPoint
Updated over a week ago

How to Change the Owner of a Location on a Record

VPC3
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Written by Seth From OpenGov
Updated over a week ago

What Is the File Upload Size Limit?

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Written by Seth From OpenGov
Updated over a week ago

How to Change a Record Location

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How to Change an Applicant

VPC3
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Written by Seth From OpenGov
Updated over a week ago

How To Remove a Record's Expiration Date

VPC3
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Written by Seth From OpenGov
Updated over a week ago