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Managing documents in Accela

How to attach documents to a record in the back office

Instructions on how to attach documents to a record in the back office.

Link Public User to record to view electronic plans

By default, the Public User who submitted the online application can always view electronic plans on the record. To allow other Public Users to view the electronic plans, a Reference Contact can be added to both the Public User account and Record to link them together.

Modifying ACA document permissions

Instructions on modifying permissions for individual documents so that they can be viewed, added, deleted, or downloaded from a permit in ACA.