Append Additional Documents- FAQ

What is the Append Additional Documents feature?

Append Additional Documents is a new feature in Clariti Launch that allows platform users to include supporting materials—such as approved plans, uploaded documents, inspection photos, or review attachments—when issuing a final document during a Document Issuance Step.

Instead of issuing only the primary permit or notice, staff can now issue one complete document package that contains all relevant attachments in a single merged PDF.
 

How does the append additional documents feature work?

When a platform user initiates a Document Issuance Step, they will now be taken into a new Append Files interface before final issuance.

From this interface, staff can:

• View all existing documents already linked to the Submission or Case (Document Uploads, Issued Documents, Review Documents, Inspection attachments)
• Select which files should be included (must be in one of the following formats: .png, .jpg, .jpeg, .svg, .docx, .xlsx, .pdf, .html)
• Drag-and-drop to reorder documents as needed
• Upload new files directly (if needed)
• Preview appended files before issuing

Once the user clicks Issue Document, the system will:

• Validate required fields in the main issued form
• Merge the issued document and all selected attachments into a single PDF
• Attach the merged file under the correct Issued Document step

This ensures the applicant receives one complete issued document package rather than having to collect any necessary documents separately.
 

Why did we create this feature?

Permit and code enforcement staff frequently need to include supporting documentation—like approved plan sets or violation photos—when issuing final documents.
Previously this process would have been more manual, or required providing additional instructions or supporting documentation to applicants to ensure that they collected all of the appropriate documents from their submission. 
This feature improves efficiency and accuracy, by ensuring issued documents include the full supporting context where needed.
 

How do I get access to this feature?

This feature is standard and will be available immediately within the product as soon as it’s released. After clicking ‘issue document’ you’ll be taken to the append additional documents screen.

Will access to the Append Additional Documents feature cost anything extra?

 No, access to the Append Additional Documents feature included with your current subscription. This tool is designed to support both new and existing customers without incurring any additional costs.