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  1. Open an existing project record.

  2. Click on the DOCUMENTS tab.

  3. Click (blue star) (upload) on the lower right.

  4. In the upload screen, either click on SELECT FILES or drag and drop files into the file window.

    1. If you need to upload more files, click on (blue star) (add) on the lower right. Additional files will be added to the current list.

  5. Files are sorted into either “PLAN” or “ATTACHMENTS” windows based on file type:

    1. PDFs are listed under “PLAN” by default, but can be dragged over to the “ATTACHMENTS” window if needed.

    2. All non-PDFs are listed under “ATTACHMENTS” by default. These cannot be moved.

DOCUMENTS Tab

File Upload Screen

File Sorting Screen

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Processing Files

  1. Once files are sorted, click on PROCESS to begin the inspection of the files listed under “PLANS.”

  2. A window will pop up to show the progress of each file being inspected by Scout. (Larger files may take longer to inspect.)

  3. Once all files are inspected, the progress window closes and the screen reloads. The results of the inspection are displayed as a file status.

Info

Scout inspects uploaded PDF plans to ensure they are accessible, readable, and that they meet EPR’s conditions for submittal across several categories.

  • PDFs that pass the Scout inspection will display a (blue star) (green checkmark) icon under the “Status” and can be accepted for plan review.

  • PDFs that fail the Scout inspection will display a ❌ (red x) under the “Status” and cannot be accepted for plan review.

Process Button

Progress Window

File Status (Scout Results)

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Evaluating Scout Results

Clicking on the (blue star) (eye) icon next to the file status will pop open a window that lists every condition inspected by Scout and states whether the file passed or failed that condition.

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Warning

Until all files that failed Scout inspection are removed from the list, you cannot finish uploading files to EPR.

Scout Warnings

Scout Failures

Deleting Files

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Finishing Uploads

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Once all plan files have successfully passed Scout inspection, click FINISH to complete the upload process.

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Below is a list of inspected conditions and Scout’s expected default behavior. If an agency modifies this default behavior, you may need to consult with an agency administrator for further instruction.

Issue

Is Active

Is Configurable

Configurations

Default Behavior

Default Result

Solution

ACCESSIBLE

Y

N

N/A

Checks if the file is invalid (such as a PDF Portfolio), corrupt, or password protected.

REJECTION

Determine whether the PDF can be opened by Adobe Reader and confirm it is not a PDF Portfolio.

If the PDF cannot be opened, create a new PDF from the source program. Remove password protection, if applicable.

FILENAME

Y

Y

N

Filename Special Characters

Checks if filename contains: !*', \, ;, :, @, &, =, +, $, , (comma), /, ?, %, #, [, ], "<>, |  characters. Characters cannot be edited.

REJECTION

Remove these characters from the filename and re-upload the file.

SIZE

Y

Y

Minimum/Maximum PDF size (in bytes)

Documents must not exceed 400 MB (419430400 bytes). This configuration can be increased above 400 MB, but the recommended maximum size is 2 GB.

REJECTION

Return to the source document and create PDF files that are below the file size limitation or break up large PDF into smaller PDF files. Optimizing a PDF can also help reduce file size.

Follow the instructions in the DOCUMENT SUBMITTAL RECOMMENDATIONS.

PAGE COUNT

Y

Y

Maximum page count

Checks the PDF page count based on the configured maximum page count. The default is set to 500 pages but can be increased up to a recommended maximum of 1200 pages.

REJECTION

Split large files into smaller subsets and submit files separately or the Agency can choose to increase the maximum page count.

TEXT CONTENT

N

Y

N/A

Checks whether PDF text and fonts are present and legible.

N/A

Properly embed or substitute missing font. Using true type fonts is recommended.

VERSION

Y

N

N/A

Checks PDF version.

If PDF version older than 1.4 is detected, the file will be rejected. (Version 1.4 was released prior to 2001.) This can be changed but any version prior to 1.3 is not recommended.

Warning

None required but it is recommended to update the PDF to a newer version.

PAGE ACCESS

Y

Y

N/A

The inspector tries to read each page in the document.

If a page is not readable, the file will be rejected.

REJECTION

Adobe Reader may report these pages as damaged or in need of repair.

Recreate the PDF from the source document using Adobe Pro or Nitro Pro.

ANNOTATION

Y

Y

Can be configured to ignore annotations and accept PDF file.

Checks for annotations that appear in the pdf reader ‘Comment’ panel, such as SHX Text generated by AutoCAD.

REJECTION

Remove annotations from the PDF if possible. This can be done by reprinting the file to a new PDF using a PDF editor. Otherwise, return to the source program and generate a new PDF without annotations from the start.

METADATA

Y

Y

N/A

Check hidden content and unexpected metadata like embedded Flash, other PDFs, etc.

Warning

Remove hidden content by following the instructions listed in the EPR Wiki document “How To Remove Metadata from PDF”.

SIGNATURE

Y

Y

N/A

Checks for the presence of a digital signature in the PDF.

Warning

Validates that the signature exists but cannot confirm source authenticity.

ATTACHMENT

Y

Y

N/A

Checks if any attachments exist in the PDF.

REJECTION

Recreate the PDF without any attachments or reprint PDF as new to remove attachments.

RESOLUTION

Y

Y

Minimum/Maximum pixel count

Checks pages for low resolution (in pixels) based on page dimensions.

Warning

Create a new PDF from the source with a higher resolution.

ROTATION

Y

Y

N/A

Checks if a document has mixed page orientations based on the orientation of the first page. Scout does not look at page content so it cannot determine if pages are upside-down, for example.

Warning

None required.

Manually checking that pages are not upside-down or sideways is recommended. Page rotation can now be corrected within EPR.

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