How it works

From reusable project data to completed permit PDFs.

PermitDesk separates daily client work from operational admin setup. Clients prepare projects and generate documents. Admins maintain the form catalog and map PDF fields once so the workspace can reuse them.

Create profiles

Store identity details, ETEK number, profession, signature, and stamp. Sign in to open Profiles.

Create projects

Keep site, address, plot, sheet, parcel, and reference data reusable. Sign in to open Projects.

Select a mapped form

PermitDesk fills known fields from the selected project and primary profile. Sign in to browse Forms.

Generate the PDF

Review the live preview, add missing values, and save the generated document from the selected project form.

Client workflow

Prepare documents from project and profile data.

Open Profiles
Create one or more reusable document profiles. Mark the main one as primary so it becomes the default source for identity fields. Sign in first.
Open Projects
Create the job record with the address, district, plot, sheet, parcel, and internal reference values used across forms. Sign in first.
Choose Forms
Open a project, pick an available form, and let PermitDesk prefill fields it already knows. You can start from Projects or browse Available Forms.
Review and generate
Use the PDF preview to check placement, complete any manual fields, then generate and download the final document. Start by opening the relevant project in Projects.

Admin workflow

Maintain the form system without mixing it into client work.

Manage categories
Keep the form catalog organized by operational category. Admin sign-in required.
Create forms
Add each source PDF, title, description, active status, and the fields it should collect. Admin sign-in required.
Map fields
Place rectangles on the PDF where generated text should appear. Multi-line values use multiple slots. Choose a form from the admin area, then open mapping.
Preview output
Generate an admin preview before users rely on the form in the client workspace. Start from the admin area.

Linked flow

Use these paths when the action needs context.

Profile setup

Go to Profiles, create or update the person profile, upload signature and stamp images, then set the correct profile as primary.

Project setup

Go to Projects, create or open the job, then use its project detail screen to choose forms and download generated documents.

Form selection

Use Available Forms when you know the form first, or Projects when you know the job first. Both flows meet at the same fill screen.

Admin form setup

Admins use Form Catalog for existing forms, New Form for setup, and Categories for grouping.

Demo access

Sign in to open direct seeded demo links.

Client demo

After signing in, this page can link directly to the seeded project, seeded form, and fill screen for the account you use. Sign in.

Admin demo

With the admin account, the page also exposes direct links to the form catalog and seeded mapping screen. Sign in as admin.

What gets reused

The system is built around repeatable information.

Identity fields: Full name, ETEK number, ID number, and profession can be filled automatically wherever a mapped form expects them. Edit profile data.
Primary profile: The primary profile is used first when generating documents, which keeps the normal workflow fast while still allowing alternate profiles. Manage primary profile.
Signature and stamp: Uploaded signature and stamp images are prepared for document use, including background cleanup and crop handling. Update assets.

Address details: Street, building number, unit, postal code, locality, and district stay attached to the project. Edit project data.
Parcel details: Plot, sheet, parcel, and reference code values can be reused across every form generated for the same job. Manage projects.
Generated documents: Completed PDFs are saved against the project so previous outputs are easy to find and download. Open a project.

Document generation

Mapped forms turn stored data into positioned PDF text.

Before generating

Pick the correct project
The project provides the site and parcel values. Switching projects changes the values used in the generated document. Choose a project.
Confirm the profile
The primary profile supplies identity, signature, and stamp fields. Update the profile before generating if those details are stale. Check profiles.
Review missing fields
Some forms still need one-off values. Those fields remain editable before the final PDF is produced. Start from Available Forms.

After generating

Download immediately
The generated PDF is available as soon as the form is submitted.
Return from the project
Generated files remain linked to the project detail page for later retrieval. Open Projects.
Regenerate when needed
If project or profile data changes, generate a fresh PDF so the document reflects the latest saved values. Start again from Projects.

Menus

Where each part lives

Projects: Create, search, edit, and open project records. This is the main starting point for generated documents.
Profiles: Manage identity data, signatures, stamps, and the primary profile used for auto-fill.
Forms: Browse active forms and choose the project that should be used to fill them.
Project documents: Download previously generated PDFs from the project detail page after opening a project.

Dashboard: Entry point for admin operations and quick access to form management.
Form catalog: Create, edit, activate, and organize the forms clients can use.
Categories: Maintain the categories used to group forms in the catalog.
Mapping: Place, move, resize, add, and delete field slots on source PDFs after choosing a form from the catalog.