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  1. An open project record exists. See Add a Project record, Step 1.
  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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  • Delete plan review files marked with an X status
    • PDF's that do not pass inspection will not proceed to plan review.
  • For plan review files that pass inspection, flagged with a checkmark:
    • Select the FINISH button to complete the upload process. 


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Step 3 - Intake


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