Administrators can upload, configure, and manage stamps for all users within e-PlanREVIEW® (EPR), all while controlling staff access to stamps. Reviewers (and others) can then add stamps to documents right from the EPR Review page.
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The Stamps Page
Go to Settings > Configuration > Stampsin the Navigation menu to open the Stampspage. From here, Admin users are able to create and manage two different kinds of stamps: Standard (image-based) stamps and Custom (template-based) stamps.
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Standard Stamps
Standard (image-based) stamps allow Admins to upload an image for others to use when stamping documents. These stamps are named for easy identification and can be configured to display date, project number, and/or user name information on the documents automatically along with the image itself.
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Keeping the following in mind for best standard stamp quality:
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| The name of the uploaded file will be set as the stamp Name automatically, so change the filename as needed before uploading a stamp. |
| Although EPR accepts either .PNG or .JPEG image formats, .PNG is strongly encouraged because it can have a transparent background. |
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Transparent backgrounds makes it easier to view document information behind a stamp once placed. | |
| Stamps can be resized while being placed on a document, so starting with a larger stamp is better. |
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A large stamp that needs to be shrunk down retains sharpness, while a small stamp that needs to be stretched larger may look blurry. |
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| Stamps with graphics and/or few words are ideal to convey clear and easy-to-read information to customers. |
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For stamps that require significant text, consider creating a custom stamp |
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Below are some examples of various kinds of standard (image-based) stamps.
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To remove an individual user’s ability to keep using a stamp, go to the user’s profile and from the STAMPS subtab, click |
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Using Stamps
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Once a stamp has been added to a user’s profile, it becomes available in the “Select Stamps” window that pops up whenever the user clicks on the Stamp Tool ( 
) on the review page. Standard and custom stamps will provide different options to the user once they have been placed on a document, however.
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