Step-by-step guide
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This article provides information about preparing a ZIP package of reviewed plans, attachments, correction reports, etc. for export. These tasks are typically performed by a project coordinator.
A Deliverable package is a ZIP file that consists of:
- Marked up documents
- Optionally, attachments
Deliverable packages may be:
- Downloaded to a local/network location
- 'Checked in' to an integrated application (Customer Portal or back office Enterprise suite) using our Connect API
- Sent via Email.
Prerequisites:
- A project record exists.
- Plan review assignments have been created and completed.
- Optionally, a correction report/deficiency report has been created and saved to the project as an Attachment.
- Optionally, attachments uploaded to the project by the reviewers exist.
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Rights to prepare deliverable packages is determined by the configured permissions. |
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