Go to the Village Website, DOCUMENT CENTER, select the appropriate form, complete, and save as a PDF to your desktop. Selections may be made from Building Permit Forms or Planning Forms (Agent Authorization, Change of Contractor, Sub Contractor Sign On, etc.).
Next, log into your portal account and upload the document. This can be done by clicking the Status and Fees link of the respective module (you will be prompted to search by the application number) OR I recommend using the “My Items” Link and expand the appropriate application type section (Permitting, Planning, or Contractor) find your application, then click the “Upload Submittals” button.
This brings you to the Guidelines Page and area to attach the document. If you are uploading an Agent Form, that line item is typically first on the list. If you are attaching a Change of Contractor or Sub Contractor Sign On, those items are not listed so we provided an “Upload Additional Documents” section at the very bottom. Use the “Browse” button to attach your document.
NOTE: if you have more than one document to be uploaded under the “additional” section, please attach them individually. To clarify, click the “Browse” button for each individual document.
Next, click the “Upload Documents” button to forward all documents to the Village.
Once the upload is complete, you will be brought back to the “My Items” page. Again, expand the appropriate section and find the application to which you want to add the Contact. This time, click on the “Reference Number” and that will open the application’s Status Page.
Once you are on the application’s Status Page, click the “Edit XXX Application Details” link.
Select the Contact Type from the drop down box.
If the Contact exists in our address book, their name will appear as you type in the “Search for a Person” auto suggest box.
NOTE: if your Contact is not in our address book, you won’t be able to perform this step. The Clerks will add the Contact for you. They will use the information from the document(s) you uploaded.
Sign Out of Portal.