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Employee F.A.Q
Employee F.A.Q

A collection of frequently asked questions by ViewPoint Cloud users

Seth From OpenGov avatarJosh From ViewPoint avatarMichael From ViewPoint avatar
3 authors105 articles
Reporting On Department Form Fields
Due Dates on Workflow Steps
Sum Calculations for Multi-Entry Numerical Form Fields
Why can't I search for an applicant email ID that I know exists in ViewPoint Cloud?
How to Re-activate a Stopped Record
Viewing Previous Workflows From Renewal Records
How to Clone a Record Type
Applying Date Filters to Reports
Reporting on Permit Issuance Dates
Using Your Community's Activity Log
How to Cancel A Scheduled Inspection
Adding Minimum and Maximum Fee Amounts
How to Sync Your Inspection Schedule with Your Calendar
Does your Inspection Schedule Display Overdue Inspections?
How to Report on Overdue Inspections
How to reset your password
Fee Calculations in ViewPoint Cloud
How to report on historical records
Which employees can process payments?
What is the "Adjustment" Transaction Type in the Ledger Report?
What Does Each Approval Step Status Mean?
How to Export a Renewal Campaign to a .CSV File
What is a Stopped Record?
Can I add a record expiration date that is in the past?
Can you create a report showing Waived Fees?
How do I find deleted records?
How do I find what inspections were conducted on a specific date?
How do I delete a project template?
Can you change a record number after the record has already been submitted?
Can multiple emails be linked to a record?
Why did a payment fail?
How to Save a Record Draft in the Employee App
Can applicants start multiple record applications within a project?
What time of day are renewal emails sent?
Can applicants print their permit or license at home?
What HTML tags are supported?
Do applicants receive an email when they have a balance due?
Can applicants change information when they renew their license?
How to Copy a Document Template
Can you conduct an inspection on a location and not a record?
What is the Columns tab in the Reports field used for?
How to report on data from specific Form Fields
What is the Filters tab in the Reports field used for?
What is the General tab in the Reports field used for?
Can applicants link documents to their profile?
Can employees make e-check payments?
Can employees create an account for an applicant?
Can you delete inspection item comments after an inspection has been completed?
What does the trashcan icon mean next to a form field on a record page?
Can I have more information print on my documents?
Can you waive a refund?
Can users or groups be notified when specific documents have been issued?
Why is the auto-fill form section not working?
Can you clone a form section?
Why are applicants seeing a white screen after logging into the online portal?
What Does Each Inspection Step Status Mean?
Why isn't there an expiration date on the document that I just added?
How to Add an Expiration Date to a Document
How to Change a Record's Expiration Date
Application Snapshot
What are claim codes?
How to Add a Unit to a Location
What are "Checklist" Items for Inspections
How to Reissue a Document
Balancing Your ViewPoint Ledger Report with Stripe
How to Create a New Location (Address)
Attachment Notifications
How to Create an Inspection Report
How to use Applicant and Location Flags
How to Record a New Inspection
Creating Conditional Form Fields on Documents
Difference Between Filters and Columns
How to Manually Renew a Record
Live Preview Not Working
How to Locate a Draft of a Record in the Employee App
How to Delete or Archive a Location
Can form fields and sections be formatted differently?
What happens if a credit card charge is disputed?
I selected the wrong form field type. Is there a way to change it?
How to Delete a Department
How to Create a Record
Why are data merge tags showing up on my document?
How to Print a Record
How to log in
How to View a Record's Activity Log
Why is a Record Type or Workflow missing from the storefront?
How to Upload a New Record Attachment
How to Delete a Record Attachment
About Stripe
How to View Attachment Details
What if the applicant doesn't have an email address?
How to Upload a New Attachment Version
How to Download a Record Attachment
How to Change an Autofill Section on a Record
How to Update a Record
How to Assign a Record Step
How to Add a New Record Step
How to Add a Record to a Project
How to View the Applicant's Profile
How To Issue A Partial Refund
How to Change the Owner of a Location on a Record
What Is the File Upload Size Limit?
How to Change a Record Location
How to Change an Applicant
How To Remove a Record's Expiration Date