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Employee F.A.Q
Employee F.A.Q
A collection of frequently asked questions by ViewPoint Cloud users
105 articles in this collection
Written by
Seth From OpenGov,
Michael From ViewPoint,
and
Josh From ViewPoint
Reporting On Department Form Fields
Written by
Seth From OpenGov
Updated over a week ago
Due Dates on Workflow Steps
Written by
Josh From ViewPoint
Updated over a week ago
Sum Calculations for Multi-Entry Numerical Form Fields
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?
Written by
Josh From ViewPoint
Updated over a week ago
How to Re-activate a Stopped Record
Written by
Josh From ViewPoint
Updated over a week ago
Viewing Previous Workflows From Renewal Records
Written by
Josh From ViewPoint
Updated over a week ago
How to Clone a Record Type
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
Written by
Seth From OpenGov
Updated over a week ago
Reporting on Permit Issuance Dates
Written by
Josh From ViewPoint
Updated over a week ago
Using Your Community's Activity Log
View your community employees' past activity here
Written by
Josh From ViewPoint
Updated over a week ago
How to Cancel A Scheduled Inspection
Written by
Josh From ViewPoint
Updated over a week ago
Adding Minimum and Maximum Fee Amounts
Keep your fee schedule within specific cost parameters
Written by
Josh From ViewPoint
Updated over a week ago
How to Sync Your Inspection Schedule with Your Calendar
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
Written by
Josh From ViewPoint
Updated over a week ago
How to Report on Overdue Inspections
How to report on missed inspections
Written by
Josh From ViewPoint
Updated over a week ago
How to reset your password
Written by
Josh From ViewPoint
Updated over a week ago
Fee Calculations in ViewPoint Cloud
Learn more about how fees are calculated
Written by
Josh From ViewPoint
Updated over a week ago
How to report on historical records
Written by
Josh From ViewPoint
Updated over a week ago
Which employees can process payments?
Written by
Josh From ViewPoint
Updated over a week ago
What is the "Adjustment" Transaction Type in the Ledger Report?
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
Written by
Josh From ViewPoint
Updated over a week ago
How to Export a Renewal Campaign to a .CSV File
Written by
Josh From ViewPoint
Updated over a week ago
What is a Stopped Record?
Written by
Josh From ViewPoint
Updated over a week ago
Can I add a record expiration date that is in the past?
Written by
Seth From OpenGov
Updated over a week ago
Can you create a report showing Waived Fees?
Written by
Josh From ViewPoint
Updated over a week ago
How do I find deleted records?
Written by
Seth From OpenGov
Updated over a week ago
How do I find what inspections were conducted on a specific date?
Written by
Seth From OpenGov
Updated over a week ago
How do I delete a project template?
Written by
Seth From OpenGov
Updated over a week ago
Can you change a record number after the record has already been submitted?
Written by
Seth From OpenGov
Updated over a week ago
Can multiple emails be linked to a record?
Written by
Seth From OpenGov
Updated over a week ago
Why did a payment fail?
Written by
Seth From OpenGov
Updated over a week ago
How to Save a Record Draft in the Employee App
Written by
Josh From ViewPoint
Updated over a week ago
Can applicants start multiple record applications within a project?
Written by
Seth From OpenGov
Updated over a week ago
What time of day are renewal emails sent?
Written by
Seth From OpenGov
Updated over a week ago
Can applicants print their permit or license at home?
Written by
Seth From OpenGov
Updated over a week ago
What HTML tags are supported?
Written by
Seth From OpenGov
Updated over a week ago
Do applicants receive an email when they have a balance due?
Written by
Seth From OpenGov
Updated over a week ago
Can applicants change information when they renew their license?
Written by
Seth From OpenGov
Updated over a week ago
How to Copy a Document Template
Easily copy document templates for multiple uses
Written by
Seth From OpenGov
Updated over a week ago
Can you conduct an inspection on a location and not a record?
Written by
Seth From OpenGov
Updated over a week ago
What is the Columns tab in the Reports field used for?
Written by
Josh From ViewPoint
Updated over a week ago
How to report on data from specific Form Fields
VPC3
Written by
Josh From ViewPoint
Updated over a week ago
What is the Filters tab in the Reports field used for?
Written by
Josh From ViewPoint
Updated over a week ago
What is the General tab in the Reports field used for?
Written by
Josh From ViewPoint
Updated over a week ago
Can applicants link documents to their profile?
Written by
Seth From OpenGov
Updated over a week ago
Can employees make e-check payments?
Written by
Seth From OpenGov
Updated over a week ago
Can employees create an account for an applicant?
Written by
Seth From OpenGov
Updated over a week ago
Can you delete inspection item comments after an inspection has been completed?
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?
Written by
Seth From OpenGov
Updated over a week ago
Can I have more information print on my documents?
Written by
Seth From OpenGov
Updated over a week ago
Can you waive a refund?
Written by
Seth From OpenGov
Updated over a week ago
Can users or groups be notified when specific documents have been issued?
Written by
Seth From OpenGov
Updated over a week ago
Why is the auto-fill form section not working?
Written by
Seth From OpenGov
Updated over a week ago
Can you clone a form section?
Written by
Seth From OpenGov
Updated over a week ago
Why are applicants seeing a white screen after logging into the online portal?
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
Written by
Josh From ViewPoint
Updated over a week ago
Why isn't there an expiration date on the document that I just added?
Written by
Seth From OpenGov
Updated over a week ago
How to Add an Expiration Date to a Document
Written by
Josh From ViewPoint
Updated over a week ago
How to Change a Record's Expiration Date
Written by
Josh From ViewPoint
Updated over a week ago
Application Snapshot
Written by
Seth From OpenGov
Updated over a week ago
What are claim codes?
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
Written by
Michael From ViewPoint
Updated over a week ago
What are "Checklist" Items for Inspections
VPC3, Inspections
Written by
Michael From ViewPoint
Updated over a week ago
How to Reissue a Document
Written by
Seth From OpenGov
Updated over a week ago
Balancing Your ViewPoint Ledger Report with Stripe
Written by
Seth From OpenGov
Updated over a week ago
How to Create a New Location (Address)
Written by
Seth From OpenGov
Updated over a week ago
Attachment Notifications
Written by
Seth From OpenGov
Updated over a week ago
How to Create an Inspection Report
Inspections
Written by
Seth From OpenGov
Updated over a week ago
How to use Applicant and Location Flags
Written by
Seth From OpenGov
Updated over a week ago
How to Record a New Inspection
Inspections
Written by
Seth From OpenGov
Updated over a week ago
Creating Conditional Form Fields on Documents
Written by
Seth From OpenGov
Updated over a week ago
Difference Between Filters and Columns
VPC3 Reporting
Written by
Seth From OpenGov
Updated over a week ago
How to Manually Renew a Record
Written by
Josh From ViewPoint
Updated over a week ago
Live Preview Not Working
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
Written by
Josh From ViewPoint
Updated over a week ago
How to Delete or Archive a Location
Written by
Seth From OpenGov
Updated over a week ago
Can form fields and sections be formatted differently?
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
Written by
Seth From OpenGov
Updated over a week ago
I selected the wrong form field type. Is there a way to change it?
Written by
Seth From OpenGov
Updated over a week ago
How to Delete a Department
VPC3 Organization Settings
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:
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
Written by
Seth From OpenGov
Updated over a week ago
How to Print a Record
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to log in
Written by
Seth From OpenGov
Updated over a week ago
How to View a Record's Activity Log
VPC3
Written by
Seth From OpenGov
Updated over a week ago
Why is a Record Type or Workflow missing from the storefront?
Written by
Seth From OpenGov
Updated over a week ago
How to Upload a New Record Attachment
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Delete a Record Attachment
VPC3
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.
Written by
Seth From OpenGov
Updated over a week ago
How to View Attachment Details
VPC3
Written by
Seth From OpenGov
Updated over a week ago
What if the applicant doesn't have an email address?
Written by
Seth From OpenGov
Updated over a week ago
How to Upload a New Attachment Version
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Download a Record Attachment
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Change an Autofill Section on a Record
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Update a Record
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Assign a Record Step
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Add a New Record Step
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Add a Record to a Project
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to View the Applicant's Profile
VPC3
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
Written by
Josh From ViewPoint
Updated over a week ago
How to Change the Owner of a Location on a Record
VPC3
Written by
Seth From OpenGov
Updated over a week ago
What Is the File Upload Size Limit?
Written by
Seth From OpenGov
Updated over a week ago
How to Change a Record Location
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How to Change an Applicant
VPC3
Written by
Seth From OpenGov
Updated over a week ago
How To Remove a Record's Expiration Date
VPC3
Written by
Seth From OpenGov
Updated over a week ago