ClearForms encourages all of our partner governments to move away from relying on printed paper or PDF forms as evidence that a permit or license process has been completed. With ClearForms, any staff member or enforcement officer with access to the internet can always check whether a permit process has been completed and a valid permit has been issued. There's no reason to worry about approval stamps or signatures when anyone can check on a permit at any time.
Nevertheless we know that applicants may wish to print a copy of their completed application or permit for their records or to submit to a bank or other external institution, and some departments still prefer printed permits to be available on-site for inspection (for example, for a Special Event Permit, Building Permit, or Oversize Load Transport Permit).
You have two options for how applicants or admins can export information collected in an individual application - you can use the default PDF format described below, or you can set up a more customized PDF export. (If you're looking to export data from a group or all of your applications, read about bulk export options here).
To configure your PDF document, from the Workflow page select the Outputs tab.
The printout will automatically include the following elements at the top of the first page:
Government (Team) name
Logo (provided you have customized your Team name and added a logo in the Team section)
Date launched (by Applicant)
Status (e.g. Active, Completed, Halted)
There are 2 main types of customization.
You can add text to augment the questions and answers and information that's already been captured as part of the process by adding text to the large boxes you see on the screenshot above.
Header: many governments use this for their physical address, web address, email, and phone
Intro text: A good place to add more description about the process or remind the applicant of requirements they must adhere to.
Outro Text: Several governments use this to clarify which elements must be visible in the document for it to be a completed permit (e.g. This permit is valid if a signature appears under "Health Department Inspection" and the above indicates a permit fee was paid). Also good place to put legal disclaimers.
Footer: Another good place to put legal disclaimers or information about expiration, etc. or additional contact info or website address.
Show/ Hide Step Data:
Scroll to the end of the Output Settings to select which sections of the workflow should appear on each printout. You can determine whether or not to include information from Collect Information, Payment, and Review steps, and choose to include Formula results as well.
And remember you can also access/ download/ print a PDF of an individual process any time by clicking on Menu at the upper right of the screen and then selecting Document.
Currently there is only one Document supported per workflow (eventually there will be multiple Document formats available as an option). Once you click on Document the Status will be visible and it will be available to download and/or print.