System Admin
Add Staff Signature
1. Navigate to System Admin >> Staff in Surveyor Portal 2. Click on the edit button for the staff you want to add the signature. 3. Click on “Select. png File and Upload” button and insert the signature image (Please make sure that the signature ...
Search Function in External Account in System Admin
Now able to Search by Company and Name
How to Create or Edit Existing Letter Templates
Click here to view How to Create or Edit Existing Letter Templates
How to set up Auto Reminder in PermAssist
Special Notes - Auto reminder function will work correctly if you fulfill following needs, To Custom Email - You need to specify the email that will receive the reminder notification. Application Type - You MUST specify the Application type correctly ...
How to Manage section 30A Template in System Admin
Step 1 Step 2 Step 3 Grouping the Templates Step 4 Step 5 Let's see how to add section 30A template content in to an Application Step 6 Go to an Application > Click on Edit Application Details Step 7 Step 8
Adding an Inspector
Adding a new Inspector in the system. 1)The Building surveyor login has the authority to add the Inspector in the system using “System Admin” tab in the application as shown below-: 2)From the System admin tab, the user needs to select the ...