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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• Applicants cannot submit just new and/or updated plan pages during resubmittal

• Stricter submittal requirements

  • Each resubmittal set must have an equal or greater number of pages than the previous submittal; if a plan has 10 pages during the first submittal, it must have at least 10 pages in the second submittal; if the second submittal has 12 pages, the third submittal must have at least 12 pages, and so on...

  • Applicants must maintain submittal pages in the same order

  • Applicant must add new pages at the end of the document

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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:

1. Location and Page Rotation

2. Font Style

3. 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):

LANDSCAPE	OR	PORTRAIT
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Applicants should submit pages with the correct rotation, since incorrect rotation will prevent EPR from reading sheet numbers successfully:

CORRECT ROTATION		VS	INCORRECT ROTATION
	Image RemovedImage Added		Image RemovedImage Added	Image RemovedImage Added	Image RemovedImage Added
SHEET NUMBER: S-01	SHEET NUMBER: S-06		SHEET NUMBER: ?	SHEET NUMBER: ?	SHEET NUMBER: ?

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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The sheet number is written in a large, clear, True-Type font with adequate space around each character and follows the pattern rules:

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BAD EXAMPLES

Sheet number has bad font style or breaks pattern guidelines:

3+ Letters in a Row	4+ Numbers in a Row	Inadequate Space Around	Compressed/Stacked Fonts	Uses "Of" Format
		Image RemovedImage Added	Image RemovedImage Added

Hollow or Outline Fonts	Non-standard and Not Continuous (Broken) Fonts	Overlapping or Handwriting Fonts
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Additional Sheet Number Patterns

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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) - Sheet numbers are NOT required		Partial Submittal ON - Sheet numbers ARE required
With Partial Submittal OFF, sheet numbers are NOT required to link pages. Instead, EPR will link pages using the order of the pages within the document. Warning Subsequent submittal versions CANNOT have fewer pages than the previous submittal version.		With Partial Submittal ON, sheet numbers ARE REQUIRED since EPR will link pages using the sheet numbers provided. Tip Subsequent submittal versions CAN have fewer pages than the previous submittal version.
Markups are moved from one version to another based on their respective page order in the document. In the example, comment “A” moves from 1st Submittal page 1 over to 2nd Submittal page 1, even if the page content is different, because of the page order. Any new pages must be placed at the end of the document by the applicant, otherwise they may result in markups transferring to the wrong pages upon resubmittal.		Markups are moved from version to version based on matching the sheet numbers provided. In the example below, 1st Submittal has “S2” as page 2, but then in 2nd Submittal sheet “S2” is page 1. EPR automatically links “S2” to page 2, however, because it recognizes that is the correct location using the sheet number. Comments and other markups move to the linked page. Pages without a new version (like “S1” and “S4”) are pulled forward automatically. New pages go to the end of the document automatically, but can be moved as needed using REORDER PAGES.

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