Permit Process Management – Spring 2022

Improved Columns and Filters

Since there are numerous columns and filters that you can use to shape your data table, we’ve implemented some improvements to help you quickly find what you need.

Searching and Alphabetizing of Columns

Grouping and Alphabetizing of Filters

Improvement to Document Builder

We’ve dded the following docxtemplater enhancements:

• Add {user_initials} token
• Add {user_job_title} token
• Add {@pageBreak} tag to insert page breaks in an array
• Add {@pageBreakExceptLast} tag to insert page breaks in an array except for the last item

The page break updates will allow for multiple pages to be generated., for instance, when you would like to have a separate page for each applicant within a document to be signed.

Line Item Export

You can export transactions broken down by line items, allowing you to export data for import into an accounting system.

Updated Planner Settings Structure

As Catalis Permit Processing software gets more features, we’ve updated the system settings to allow for sustainable growth of its feature set. The next release will further this approach to the site settings.