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Incoming plan review documents will undergo an inspection via our PDF Scout Scout™ Inspector tool.
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Prerequisites:
An open project record exists. See Add a Project record, Step 1.
Plan review documents in PDF format and supporting documents, in any file format, are accessible to the user.
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Navigate to the Projects page and select the Documents tab.
Click the upload icon
on the bottom right of the Documents tab.Click SELECT FILES to browse for documents or drag and drop files.
All PDF files will list under the “Plan” section by default and any other file types will list under “Attachments. If a PDF is not meant to be marked up during the review, it should be moved to the Attachments list before processing the files. NOTE: Non-PDF files can only be processed as attachments - they cannot be moved to the “Plan” section.
Plans: Refers to any files that need to be marked up during review. These must be submitted in PDF format.
Keep these files listed under the Plans section.
Attachments: Refers to any files that will not be marked up during review. These files will be accessible to all plan reviewers as reference material from the Attachments tool in the EPR Review page.
Drag these files over to the Attachments section.
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Confirm that the plans and supporting documents are listed in the correct panels, then click the PROCESS button to launch the PDF Scout inspectorInspector, which will check “Plan” files for the following:
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