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This article provides intake instructions for manually uploading plan review documents in PDF format and supporting attachments in any format, to a Project.

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  1. An open project record exists. See Add a Project record.Image Removed
  2. Plan review documents in PDF format and supporting documents, in any file format, are accessible by the user.
  3. Navigate to the Projects page and select the Documents tab.

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  • After Scout completes, inspection results are displayed on the REVIEW PROCESSED DOCUMENTS tab, shown below.
    1. For files flagged with a warning icon or X status, select
      1. Select the eye icon to see the Scout results.
      Click on the ellipsis icon to Delete


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  • Delete plan review files not marked with an approval Status. X status
    • PDF's that do not pass inspection will not proceed to plan review.

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  • For plan review files that do passinspection, select pass inspection, flagged with a checkmark:
    • Select the FINISH button to complete the upload process. 

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