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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- An open project record exists. See Add a Project record.
- Plan review documents in PDF format and supporting documents, in any file format, are accessible by the user.
- 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.
- For files flagged with a warning icon or X status, select
- Select the eye icon to see the Scout results.
- For files flagged with a warning icon or X status, select
- 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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