Managing Applicants & Applications
How does an applicant access their portal?
They use a Magic Link sent via email. No passwords or accounts are required.
Guide for you: Helping Applicants with Their Portal
Guide to send them: Applicant Portal
An applicant made a mistake. Can they fix it? Once submitted, an application is locked for the applicant. You’ll need to make those edits on your end.
How do I enter a paper application? Whether it's a new filing or a renewal, you can manually log these in the system.
How do I find a specific record? Use the search tool options to track down individual files quickly.
How-to: Searching for Records
💰 Fees & Financials
The wrong fees are appearing. What do I do? You've got two options here. This help article covers how to do both:
You can manually override or edit the fee within the specific application
If the autogenerated fees are incorrect for that application type, we likely need to tweak fees that have been configured.
How do I add fees to an application that is already paid? If you have Admin status, you can append additional charges to a closed invoice.
How-to: Adding Fees to Paid Licenses
⚙️ Behind the Scenes (Settings & Staff)
The wrong people/departments are being notified. How do I fix this? Notifications and review assignments are driven by "Conditions" in your form settings.
Review the logic: Permit Notification Recipients
Still not right? Reach out to us to brainstorm a fix!
How do I add or remove a team member? Managing your "knights of the round table" is easy through the User settings.
How-to: Adding Users and Departments
What can different User Roles actually see? There are three roles: Admin, Reviewer, and Viewer.
📬 Communication & Reporting
How do I talk to applicants or other staff in the app? Civic Review has two main channels for keeping everyone in the loop.
How-to: Communication in Civic Review
What automated emails are sent to applicants? The system sends several notifications to keep applicants on track.
The Schedule: Notifications & Renewal Timeline
How do I build a basic report? Pulling data in Civic Review is straightforward and reports are built out based on Filters and Columns
How-to: Building a Basic Report