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, Step 1.
2. Plan review documents in PDF format and supporting documents, in any file format, are accessible by to 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. 
  • The documents will be uploaded to the server.
• The INTAKE tab will become visible.

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Step 3 - Intake

VIDEOThe Intake page (below), will display a thumbnail image of all plan review files that have yet to be assigned. 

After assignments are created, the document thumbnail is removed from the Intake page and made visibile on the Documents page.

Document Versioning 

The filename of the incoming document is checked against previously uploaded files to look for other files with exactly the same filename.

If a matching document does not exist for the project, the new file is assumed to be a 1st submittal. 

When a matching document is found, the new file is assumed to be the next submittal.

Workflow Distributions

In addition to the filename being important for managing document versions, it is also evaluated to determine whether preconfigured workflow distributions are triggered to preload assignments on this Intake page. See 

Creating Assignments for the 1st Submittal

1. Click on the first document thumbnail image.
2. Select the appropriate Group from the dropdown.
   1. Optionally, select a Review Type.
   2. Optionally, chose a specific user as an Assignee.
3. Repeat these steps for the remaining documents that you wish to processs for assignments.

Image Added

Triggering Distribution Workflows

In the image above, the document ARCH_Floor Demolition Plan.pdf triggered the autocreation assignments for the Fire and Building groups. 

Assignment Due Dates

Workflow

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