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Basics

2 authors36 articles
Helping Applicants with Their PortalLearn how to help applicants access and navigate their portal.
Exploring the Applicant PortalThis article is for applicants and can be shared with them if any guidance is needed about how to navigate their portal.
Best Practices for Public Data SharingUnderstanding Personal Identifiable Information (PII) and the risk of publishing email addresses and contact details in public records lists.
Default Users: Reviewer AccessA user assigned as a Reviewer will have a slightly different dashboard setup in order to fit their distinct needs and processes. View the Reviewer dashboard and features here.
Example Notification Emails From Civic ReviewHave you ever wondered what the email notifications look like to applicants throughout the approval process?
Configuration SettingsLearn what's included on the Configuration Settings page and how to update the fields.
Default Users: Admin AccessA user assigned as an Admin will have a comprehensive dashboard setup, giving them full control over the platform's configuration and day-to-day operations. View the Admin dashboard and features here.
Default Users: Viewer AccessA user assigned as a Viewer has limited access, designed for users who need to view and access basic details or pull reports. View the Viewer dashboard and features here.
Understanding Civic Review PricingLearn how Civic Review's annual subscription pricing is calculated based on submissions, what counts toward your pricing tier, and how inspection pricing works.

Application Details

Articles that cover everything to do with applications. Editing, terms, messaging, etc.

Communication through Civic ReviewLearn about applicant message, approval conditions, and internal comments
Fixing Out-of-Order Application Statuses in Civic ReviewA simple guide to reset and re-approve applications when statuses are confused after data migration or edits.
How to Edit Permit NumbersCurrently permit numbers are randomly autogenerated within Civic Review, but you can edit them to standardize them with your specific numbering convention. Learn how below:
Enter A Paper ApplicationHere's how to manually input the details from a paper application into a digital application in Civic Review
Using the "Save Your Progress" Button When Filling Out an ApplicationLearn how the "save your progress" button works and how to use it
Understanding the "Latest" TermLearn when Civic Review assigns new terms to applications and how to pull reports based on latest terms.
How To Edit Applicant InformationApplicant's don't have access to edit or adjust their application after they submit, but you do!
Searching for RecordsHow to find records using the search bar, filters, and wildcards
Application and Term Dates in Civic ReviewLearn what each application and term date means so you can utilize them in reports and on certificates
Emails in Civic ReviewYour guide to viewing what emails have been sent to an applicant and how to manually send them an email.
Resending Portal Access Links to ApplicantsHow to Help Applicants Access their Civic Review Applicant Portal
Understanding Default and Secondary OrganizationsIf your review box isn't showing up, it may be that you're in the wrong organization. Learn about how to fix that here.