e-PlanSoft’s Scout™ Tool inspects PDFs uploaded directly to e-PlanREVIEW® (EPR) as well as PDFs sent over by integrated partners using EPR’s Connect APIs.
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Files are uploaded (either to EPR or to an integrated partner).
For integrations, additional steps may be required before files are routed over to EPR. Consult with your implementation workflow guidelines for the exact steps.
Files are processed and checked by Scout.
For integrations, Scout inspection may occur twice: once when the file is uploaded to the partner system, then again when the file is routed to EPR from the partner system.
If files pass Scout inspection, the upload/routing process is completed.
Files will render and then become available for plan review.
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Client environments created after Summer 2023 (or existing clients who have upgraded) will each have their own configurable version of Scout which Administrators can manage directly within EPR (and goPost, if EPR is integrated with goPost). While this version of Scout checks for the same potential issues as the original, agencies can adjust several of these settings to their liking, as stated below.
“Active” refers to conditions that are being checked by Scout.
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If your Agency has modified your configurable Scout behavior, you may need to consult with an agency Administrator for further instruction. |
Issue | Is Active? | Is Configurable? | Configurations | Behavior | Default Result | Solution |
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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 | N | Filename Special Characters | Checks if filename contains: !, *, ', \, ;, :, @, &, =, +, $, , (comma), /, ?, %, #, [, ], ", <, >, | characters. Characters cannot be edited. | REJECTION | Remove any restricted 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 program and create a new file that is below the file size limitation, if possible. Alternatively, break up a large PDF into multiple smaller PDF files. Optimizing a PDF may also reduce its file size. The Agency can also choose to increase the acceptable limit within stated range. |
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 files with too many pages into smaller subsets and submit files separately. The Agency can also choose to increase the maximum page count up to a max of 1200. |
TEXT CONTENT | N | Y | N/A | Checks whether PDF text and fonts are present and legible. | N/A | Properly embed or substitute missing fonts. 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 | Return to the source program and create a new file using a newer PDF 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 | File pages or page data may be damaged or in need of repair. Recreate the PDF from the source document using Adobe Pro, Nitro Pro, or another full-featured PDF editor. |
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, but cannot validate the source’s authenticity. | Warning | Add a digital signature to the PDF if one is required before submitting. |
ATTACHMENT | Y | Y | N/A | Checks if any attachments exist in the PDF. | REJECTION | Return to the source program and create a new file without any attachments or reprint the PDF as new to remove attachments using a PDF editor. |
RESOLUTION | Y | Y | Minimum/Maximum pixel count | Checks pages for low resolution (in pixels) based on page dimensions. | Warning | Return to the source program/scanner and create/scan a new PDF 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 | Manually check that pages within the PDF are not rotated incorrectly (upside-down or sideways) is recommended. Individual page rotation can also be corrected within EPR. |
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