Civic Platform: Working With Documents
Power your Accela journey with intelligent use of Civic Platform Documents.
Description
Power your Accela journey with intelligent use of Civic Platform tools. This learning path provides you with comprehensive knowledge and essential competencies for enhancing your Civic Platform experience in the following areas:
- Managing Documents & Images for Records or People: This module demonstrates how to attach files or images to records and people.
- Managing Attached Files: This module introduces set conditions and demonstrates how to apply and remove conditions for a set of records.
Course Objectives
After completing these modules, you will be able to:
- Access record and people attachments in the Civic Platform.
- Attach files to records or people.
- Manage Citizen Access permissions at the individual file level.
- View, preview, download and delete files attached to records or people.
Class Technical Requirements
- Access to the Accela Success Community (registration link provided in registration confirmation email).
- Stable Internet Connection.
- The following urls whitelisted:
- https://accelau.my.trailhead.com
- https://vimeo.com
- Audio/video capabilities enabled
Target Audience
Civic Platform End-users such as:
- Permit Tech/Counter Staff
- Plan Review Staff
- Finance & Accounting Staff
- Inspectors
- Super-users
Prerequisites
None