Elevation Certificate Management

Forerunner extracts and stores your Elevation Certificates so that you can access them on-demand, manage your review workflows, and make them available to residents when ready.

Accessing your Elevation Certificates

You can access your Elevation Certificates on Forerunner in a few different ways. Each will help you find the information you need quickly and easily, no matter where you are in your workflow.

On property objects

You can find properties with associated Elevation Certificates on your map. The locations of these properties are displayed as orange dots. Clicking one of the dots will open the property information panel.

If data was extracted from your Elevation Certificate, it will be displayed in the panel under the Building info section. You can find the PDF file by navigating to the Files tab within the property information panel. 

You can also search for properties by address, block and lot, or parcel to see if a relevant Elevation Certificate has been uploaded.

Elevation Certificate files and other related data can be viewed in detail on property pages in two places:

• Files tab: Links directly to the Elevation Certificate file, where you can find data that was extracted off of the file, as well as any issues Forerunner was able to detect automatically.
• Permits tab: Surfaces high-level information about the Elevation Certificate, including where it is in your internal review process, and links back to the Elevation Certificate file.

From the Files table

All of your Elevation Certificate files are also available in your Files table. To filter the table, click Filter in the upper left-hand corner. To create a new view add or remove columns and click Save view.

From the Permits table

You can also find and manage records for your Elevation Certificates from the Permits table. These records allow you to store and manage additional data and workflow information about your Elevation Certificates.

Using the Permits table, you can quickly filter and create views for managing your entire Elevation Certificate review workflow.

Adding an Elevation Certificate

There are four ways you can upload Elevation Certificates into Forerunnner.

On property pages

You can upload up to ten Elevation Certificates from the Files tab by clicking the + Add new button.

From the Files table

To add new Elevation Certificates, navigate to the Files table from your main navigation. From there, click the Upload Elevation Certificates button. A modal will appear with instructions on how to proceed.

From the Permits table

You can also add an Elevation Certificate directly from the Permits table. Click the + Add new button and attach the Elevation certificate to the Permit record. Forerunner will save, process the document, and check for issues from there.

Bulk uploads

If you wish to upload Elevation Certificates in bulk (more than 10 documents), please contact your Customer Success Manager directly or reach out to support@withforerunner.com.

Deleting an Elevation Certificate

You might encounter a situation where an Elevation Certificate is uploaded incorrectly or you would like to replace a file. To do so, navigate to the Elevation Certificate file and in the Actions dropdown menu, select Delete file. You can also delete these files from the Files table.

You'll be prompted to confirm your request and, once the action is complete, a confirmation will appear.

Reviewing Elevation Certificates

In addition to providing you with an automated system for detecting issues on Elevation Certificates, you can also use Forerunner to structure your review processes.

Using permit records for your review workflows

Your Elevation Certificate permit records come with a set of default Review status options.

These options can be customized with the help of your Forerunner Customer Success Manager to match your specific review workflows.

You can also create new saved table views to enhance and manage your review process.

Exporting Elevation Certificates

To export your Elevation Certificates, navigate to the Files or Permits table and select the view that contains the data you'd like to export. Then click the Export button in the top right corner of the table.

From there, you can select which file type you'd like, as well as additional filtering options.

Still have questions about Elevation Certificate management? Shoot us an email at support@withforerunner.com for additional assistance!