Permit File Management - Document Locator

Speed up electronic permit reviews

Streamline electronic paperless permit reviews with Document Locator and Bluebeam Studio Prime. The digital Permit Review File Management solution captures permit applications and drawings submitted at the Website. Files are immediately categorized and filed in the system, saving time and reducing errors. Bluebeam sessions are opened, and reviewers notified. At the close of sessions, files are automatically brought back into the file management system where a complete markup history is captured and reporting keeps everyone informed.

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Advantages of Permit Review Automation

Faster reviews

Save time by automating as much as 69% of the manual tasks in paperless permit reviews.

Insightful reporting

Maintain visibility with reports that show the status of reviews.

Electronic communications

Consistent and standardized notifications keep processes moving forward.

Fewer errors

Automation and reduced complexity eliminate inconsistencies and errors.

Organized consistency

Consistency of filing and workflows keep everything organized.

Records control

Every change is captured as a record in new versions and archived per retention schedule.

Automate folder structures

Save hours on each new project with automated folder structures, naming conventions, security, templates, and workflows.

Folder Consistency

Share files without delay

Avoid the hassles of email and FTP in the exchange of RFI’s, RFP’s, Quotes, Change Orders, Sign-Off’s and more.

Transmittals

Report & track project files

Generate reports with data, charts, and graphs and drill down into report data for further analysis.

Reporting

Collaboration in Bluebeam

Optional Bluebeam integration bridges effective file management with easy review and collaboration.

Bluebeam Connector

69% manual task reduction

Building and engineering departments frustrated with manually tracking permit files through the review process can take advantage of automation in Document Locator’s file management with Bluebeam to eliminate as much as 69% of the manual tasks involved in permit reviews. Workflows replace manual tasks to automate many procedures, saving time and improving efficiency.

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Bridge collaboration and file management

Document Locator with Bluebeam integration bridges the gap between effective file management and easy review and collaboration. Document Locator bookends Bluebeam Review Sessions, making sure files are properly organized and categorized both before and after review sessions in Bluebeam. Document Locator’s Integration with Bluebeam eliminates all the manual steps involved with opening sessions, inviting reviewers, closing sessions, and saving files when reviews are complete.

Like adding additional functionality on top of the familiar file server.”

Greg GouldBurns & McDonnell Engineering

Permit Review Process Automation

Notification on arrival

As new permit applications and drawings arrive at the website, a review workflow is automatically triggered.

Auditing

Capture a history of all changes and actions with a complete audit trail logged in the system.

Files uploaded & downloaded

Applications and drawings are transferred to Bluebeam for review and then transferred back on session close.

Bluebeam review

New Bluebeam sessions are created, and files are automatically uploaded.

Security settings

Security settings are automatically created for Bluebeam sessions.

Markup history

A markup history is captured and files are versioned in the system.

PROFESSIONAL DEPLOYMENT

Benefit from years of experience in document management solutions and technology with our expert team of consultants leading your deployment.

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EXPERT BLUEBEAM TRAINING

Get custom tools and training from a Bluebeam Certified Instructor at UChapter2 who specializes in Municipality workflows. Read a UChapter2 Article on Bluebeam

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CERTIFIED INTEGRATION

Take advantage of Document Locator’s Bluebeam Certified integration with Bluebeam Studio™ Prime Connector.

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Familiar Windows integration

Integration with Microsoft Windows means permit file management happens right inside the familiar Microsoft Windows environment. Standard file and folder operations make it as easy as Windows for permit techs to use.

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Ready for a Permit Review File Management Demo?

Take the first step towards streamlining permit review file management with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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