Associating a Public User to a record to view/download 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.

Go to Contacts from the Launchpad.

This will open up the Reference Contacts page. First, search for the appropriate contact to see if it exists. If it doesn't, go ahead and create it.  After its created, take note of the Reference Contact ID. This is a unique number associated to each reference contact and can be used in the next steps.

Go to the Record List and search for the appropriate record. Go to Contacts and hover over Manage Contacts. Select Look Up Contact.

Search for the appropriate reference contact. Make sure to select the one with the matching Reference Contact ID as seen in the step above.

You should receive confirmation that the contact was added successfully.

Next, associate the same reference contact to the public user account. This step can only be done after the user has created their public user account. Go to the Launchpad and open the Public User page.

Search for the public user account based on the email address associated to the account. Email or User ID are generally the best ways to search for a public user account.

Select the public user account by clicking on the email address.

Click on Contact and choose Look Up.​

Search for the same reference contact that was associated to the record. Make sure to select the one with the matching Reference Contact ID. Click Connect.

You should receive confirmation that the contact was added successfully.​

At this time the public user can log into the Public Portal and see all electronic plans.