This article provides information about e-PlanREVIEW® (EPR) partial document submittal, which some refer to as "partial intake." This page covers the pros and cons of using partial intake, including how document page sheet numbers factor into the process.
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How EPR Identifies Sheet Numbers
During the document render process, optical character recognition (OCR) runs to try to identify sheet numbers automatically. While OCR technology has limits, three main factors affect whether EPR can identify a sheet number properly:
- Location and Page Rotation
- Font Style
- Sheet Number Pattern
Location and Page Rotation
To reduce the potential for errors, EPR focuses on the lower right corner of the incoming page to try to identify the sheet number (as highlighted in red below):
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If EPR is unable to identify a sheet number, or if EPR misidentifies a sheet number during the automated process, users will need to manually add or edit the sheet number.
Font Style Guidelines
Certain fonts are more likely to result in successful sheet number identification than others. To provide the best chance for success:
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Proper linking of page versions using Sheet Numbers allows EPR to automatically migrate markups (both comments, sketches, etc.) to the latest version of a document page, even when resubmitted plans consists of only new and changed pages instead of the full set.
Document Page Linking
Partial Submittal OFF (Default) | Partial Submittal ON | ||
With Partial Submittal OFF, sheet numbers are NOT required to link pages. Instead, EPR will link pages by the page position within the document. Limitation: Subsequent submittal versions CANNOT have fewer pages than the previous submittal version. | With Partial Submittal ON, sheet numbers ARE REQUIRED and EPR will link pages by the sheet numbers provided. This means subsequent submittal versions CAN have fewer pages than previous version. | ||
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| Comments are moved from version to version by the sheet numbers provided. In the example on the left, Submittal 1 has S2 as page 2 but then S2 is the first page 1in Submittal 2. This is okay because we are able to identify each page by their sheet number, so comments and other markups can be moved to the matching page. |
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Modifying Sheet Number Manually for a First (1st) Submittal
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| Users are strongly encouraged to add any missing sheet numbers and correct misidentified sheet numbers as soon as possible to reduce the potential for mapping errors down the line. In particular, users are advised to add missing sheet numbers for a submittal before the next submittal is received. |
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Modifying the Sheet Number for Resubmittals
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Modifying sheet numbers for a resubmittal is similar to the process outlined above, with one important caveat: updates must occur sequentially, starting with the first submittal forward through the second submittal, third, etc.
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