Document Integration in Permit Steps

Documents can be integrated into permit steps in the coming release of R2026 (January 2026). For instance, document "Doc-20" is referenced in step 20 description in the screenshot below. Follow the processes below to integrate docs into step descriptions:

1. Go to a permit template (Work Order | Codes | Permit Templates).
2. Add documents to the document list in "Doc/Permit" tab (next screenshot).
3. In step description use "#" + "Sequence Number" of a document as its reference link (last screenshot).
4. Click link "Doc-20" will launch the doc in Calem.

 Additional Resources

• How to Embed Videos & Photos in PM Steps
• How to Implement PM Checklist
• How to Reuse Steps in PM Plans
• PM Module Training
• Work Order Module Training

• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo