Upload and categorize permit documents
Categorize each document so the precheck checklist can match it. Files are stored privately, scoped to your organization.
Last updated 2026-05-01
Pick a project first
Documents are scoped to a project so the precheck inventory check can match what you uploaded against what the project type expects.
Choose the right category
Common categories include site plan, floor plan, elevations, structural calcs, application form, and owner authorization. Categorization is what lets PermitOS detect missing items.
Storage
Files are stored in a private organization-scoped bucket. Only members of your workspace can access them. PermitOS does not publish your packet.
Sensitive documents
Avoid uploading documents containing Social Security numbers, payment data, or other unrelated PII. The Sensitive Document notice on the Documents page explains the policy.
Document extraction
Automated text/plan extraction is not configured by default. PermitOS uses your file metadata and category for checklist matching only — it does not read the contents of plan sheets unless an extraction backend is enabled.