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Standard comments uploaded to the Library can be inserted into plan review projects.
When records from the Library are inserted into a project, the record's Group, Source, Review Type and category/sub-category values are inserted as well.
Comment records can be batch uploaded into the Library via the Sample Spreadsheet template CSV or XLS format.
Comment records can be manually added/edited to the Library.
Comments flagged ‘in-active’ are not visible to users for plan review.
Where applicable, comment records should be associated to a Group and Review type, Comment source and Checklist name.
Comment records are associated to either For Permitting or For Design Review purpose.
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Batch update features allow selected records to be:
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Marked as active or in-active.
Copied as ‘New’ comment records.
Deleted.
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Click here to download the CSV template for comments
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Uploading to the Comments Library
From the Comment Library page, download the CSV template using the download icon Download button (
). 
Enter the standard comment into the CONTENT column.
Complete the other columns as described below, validating that the Purpose, Review Type, Sources, Categories, Groups have matching Label or Abbreviation values.
Set 'Active' to False only if the comment should be unavailable to users.
If desired, use the 'Checklist Name' field to enter reference text (something like "Joyce's Checklist" or "Administrative Comments") that the comment owner will use as an additional filter option when searching for standard comments. Unlike other fields, checklist names do not need to be preconfigured in e-PlanREVIEW® (EPR) as a List Item; instead, these filter options are populated from the user-supplied data within this upload form.
Save the file in CSV or XLS format.
Select the batch upload icon Batch Upload button (
) on the Comments Library page. 
Required Column Values
These column values must be provided in order to uploaded standard comments into EPR successfully:
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Comment content may have lost some formatting after loading. Click on the pencil icon to open the Edit Standard Comment form.
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At the end of each paragraph, hit the ENTER key to create a new line, then apply the desired formatting to the selected text, as desired.
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