Custom Fields are designed to enhance flexibility and adaptability in project management, specifically catering to unique data requirements not covered by default system configurations. This feature is particularly beneficial for projects with specialized needs, such as Permitting projects, where standard data fields may not adequately capture all necessary information. By allowing administrators to create and manage custom fields, the application empowers project managers and teams to tailor data management to their specific project requirements. This customization ensures a more organized, relevant, and efficient handling of project data, leading to better project tracking, reporting, and overall management.

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Custom Fields can only be configured by an administrator under Configuration/Custom Fields as follows:

Field Groups

Custom Field Groups serve as a section header to categorize custom fields.

Choose a Purpose, then add a new Custom Field Group by clicking the + button.

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Project Type Mapping

Custom Field Groups can be associated with various Project Types to ensure the right custom fields are available on the appropriate projects.

Choose a Purpose and Project Type, then add any of the active Custom Field Groups that you wish to be visible under the "Custom Fields" section of the Project DETAILS tab.Image Added

Fields

Custom Fields are used to gather specific project information where standard data fields may not adequately capture all necessary information.

Choose a Custom Field Group, then add a new Custom Field by clicking the + button.

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Field Groups Permissions

Edit the Custom Field Groups Permissions as needed to ensure the appropriate User Roles have access to view the Custom Fields within projects. By default, only Administrators can see the Custom Fields once they have been created.

Select a User Role from the drop-down and toggle the visibility by editing the Custom Field Groups.

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When using the Radius calculation tool, a radial line segment and the measured radius are now displayed during the measurement.

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The radius calculation

is also editable from the Markup Detail window by updating each value (exclude the feet and inch tick marks) for the calculated feet and inches one at a time. For example, a radius calculation of 50' 6.00" is updated by changing 50 to 55 or by changing 6.00 to 6.25.

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Added a text field in the ReviewSESSION invitation window to enter a custom message to be included in the email notification.

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Updated the Scout Configuration page to allow users to edit some inspection parameters, e.g., Page Count and File Size.

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A new Document Assignment notification option is available for users to subscribe to

from their User Profile. The Due Date Reminder notification can be selected to receive an email reminder that an assigned due date is approaching. The reminder can be set to occur between one and 7 days before the Assignment is due.

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*This notification only works when a Due Date has been set on an Assignment.

In addition to being able to download any existing standard comments from the Library, users now may reupload the downloaded comments to perform a bulk update to a set of comments.
The download format now matches the upload template and includes the "Comment ID" which serves as a unique identifier to each comment. For each row in the uploaded file with a unique identifier, the existing standard comment in EPR will be located and subsequently updated with the information from the file.

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When a user re-renders a document, the process will now trigger the OCR and Sheet Numbering process to rerun as well. Rerunning the OCR and Sheet Numbering process will only attempt to recapture sheet numbers that were left blank.

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Added the ability for the Comment window to be resized while open in the Review Page. Click and drag the bottom right corner of the window to resize.

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While searching for a standard comment from a comment's Insert Standard Comment modal, the users filters will be persisted to the next search.

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While selecting a standard comment from a comment's Insert Standard Comment modal, users can now move/drag the Insert Standard Comment

modal around the page, allowing for better visibility of the planset or comments list behind it.

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The Assignments page Column Filter configuration has been updated with a new UI/UX to make it easier to personalize a users preferred page view. The Columns to Display modal now allows for multiple columns to be moved at the same time between what is available and what is displayed.

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Additionally, the order in which the columns are displayed can

be edited.

Click and drag

any column to

re-order. When finished, click SAVE.

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The PDF Text Search feature is now included as Review Page setting that can be persisted after clicking Save Workspace.

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The Rendering configuration page was renamed to "PDF Text Search"

within the Settings.

The page description was also updated and help text was added.

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Updated the Dashboard Configuration Settings window.

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Comment Disposition has been added as a Comment Option in Comments Report Templates.

When selected, comments will display the status of the comment.

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Based on a user's existing Review Page edit permissions, all markups except for stamps can now be copied using the keyboard shortcut Control + C (Windows) or Command + C (Mac). Markups can be pasted to any document page using the keyboard shortcut Control + V (Windows) or Command + V (Mac).

Pasted markups are offset by 10 pixels vertically and 10 pixels horizontally by default.

Control + Z (Windows) or Command + Z (Mac) can be used to undo a pasted or deleted markup.

Users who subscribe to the "Comment - Allow Response" notification under their user profile are now able to receive additional email notifications.

The following scenarios will trigger new email notifications:

• The user created the original comment AND another user marks a comment assignment as complete/incomplete
• The user previously responded to the comment AND they did not create the original comment
• The user is currently assigned to a comment they did not create AND a new response was added by another user
• The user is newly assigned to the comment AND they did not create the comment
• The user's existing comment assignment was marked complete/incomplete by another user

The Address and/or Firm can be toggled on or off by administrators (in the custom stamp configuration) as well as by the user (right before placing the custom stamp).

Administrators can create up to 12 custom fields on a custom stamp.

Each custom field has a fixed text size with a 30-character limit and is created as one of four different Field Types: a text field, a dropdown, a checkbox, or a date.

The custom field formatting is preconfigured to display up to 6 fields per column with up to 2 columns (for 12 fields maximum).

Users can manage which custom fields are visible and can edit the Field Label and Field Value of each custom field prior to placing the custom stamp.

Comment Reports can now be generated as a Word document (.docx) in addition to PDF.

Select your preferred file format next to the filename of your comment report prior to creating it.

The Thumbnail Panel's popout window now has:

• Keyboard navigation: similar to the Thumbnail Panel's keyboard navigation, users can navigate between thumbnails in the pop-out window by using the arrow keys and can select a thumbnail to open within the Review Window by clicking Enter.
• Scrolling: a scroll bar allows users to scroll through all pages within a document. This replaces the navigation buttons that were available only when viewing a document with more than 15 pages.
• Responsive resizing: the document pages will always display as 5 pages across with no limit to the number of rows, regardless of window size. Previously, the pop-out would display 5 pages across with a maximum of 3 rows (or 15 pages total).

Quick access options are now available for Assignments and Attachments from the Header's Menu on the Review Page. Clicking on either option will navigate the user to the corresponding project tab. Hovering over either option will open a submenu with additional information.

The Assignments option displays three (3) additional navigation options:

• My Assignments displays assignments that are assigned to the current user.
• My Groups displays assignments that are assigned to any Group(s) the current user is associated with.
• Other Groups displays all other assignments that are assigned to Groups the current user is not associated with.

Clicking on any other assignment will reload the Review Page and load the selected assignment.

The Attachments option displays all the project's supporting documents. Depending on the user's browser settings, clicking on an attachment will either download or open in a new browser tab.

Updated the comment report template to provide users with more choices of information to include in the report name.

The full list of choices now includes Project Number, Project Name, Project id, Review Type, Comment Group Label, Date & Time, and Template Title (new options in bold).

Administrators can select up to five (5) filename options total and preview a "Sample File Name" before committing to the selections.

Existing comment report filename configurations will be persisted automatically.

Changes were made to the Dashboard graph "My Assignments by Due Date" to improve the queried results displayed.

It will now display assignments with an Assignment Status associated to parent items Active or Not Started and only from Projects in the Open Project Status.

The graph was also renamed to "My Open Assignments by Due Date".

Changes were made to improve the optical character recognition (OCR) performance.

As a result, the images that are displayed when users toggle Show Sheet Number or use the Reorder Pages feature is now wider and shorter.

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When response has been enabled on a Comment, users will now see a badge on the Project Comments Tab that displays the number of Comments with unread replies. Comments with unread responses will be marked with an unread message icon and will display the most recent reply to the Comment below it. The responder's name, the response date, and a preview of the response will be visible in the Comments Tab.

The unread response will be highlighted in the Comment's Response Tab and will be marked as 'Read' as soon as the user hovers over the Reply.

Users can also filter by Comments that have unread responses.

All Comments that exist prior to the release of this feature will be marked as "Read".

EPR users now have the ability to make a variety of measurements using different scales on the Review Page. When prompted to create a unit of measurement for the calibration scale, a 'Save As' drop-down is available to apply the scale document-wide or specific to the page. Up to six (6) Calibration Scales can be set, one (1) Document-wide Scale and five (5) Document Page Scales, and are available to choose from when using the Measurement Tools.

As soon as a Measurement Tool has been selected, a pop-up will prompt the user to select one of the existing calibrated Scales to use for the calculation.

A warning message will pop-up when attempting to recalibrate an existing Calibration Scale, resulting in overwriting the calibration and recalculating all existing measurements in the document that use the existing Scale, if confirmed.

All existing Projects with measurements will utilize "Scale #1".

From the Thumbnail Panel's LAYERS Tab, users can delete all sketches on the current document version or for each Group on the current document page or the entire document, based on the Group(s) the user belongs to. The Delete button will not appear if a user does not have permission to one or more Groups listed. Permissions to mass delete are based on existing delete permissions for each User Role while on the Review Page.

If necessary, Administrators can track the deletion in the Event Logs.

If sketches have been deleted from the Thumbnail Panel's LAYERS Tab, users can restore the sketches they deleted on an entire document or specific page, in its current version. Clicking the Restore Sketches button only undoes the most recent deletion of sketches. Users may need to refresh the Review Page or reload the LAYERS Tab for the icon to appear.

If a markup is placed after deletion and then the deletion is undone, both the restored sketches and the recently placed sketch exist. The Restore Sketches button will not undo individual deletions.

EPR users now have the ability to quickly navigate between Comments from the Project's Comments Tab. Opening a Comment will pop-up the Comment modal. Within the Comment, users can navigate to the previous/next Comment without exiting the Comment modal pop-up by using the navigation arrows in the top right.

Comments available for navigation are based on filtered results and the sort order of the Comments within the Project Comments Tab. If a user has unsaved changes, a warning pop-up will appear when attempting to navigate to the previous/next Comment.

While creating a new Comment or editing a Comment on the Review Page, users can now move/drag the Comment modal pop-up around the Review Page, allowing better visibility of the planset behind the Comment modal.

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Assignments Page

Assignments Page

From the Assignments Page, users can select multiple Assignments and perform a bulk reassignment across multiple Projects by clicking Edit Assignments. In the User drop-down, only Active users who belong to the Group of the Assignment(s) will be available to reassign.

Permission to reassign Assignments from the Assignments Page is granted according to the configured Permissions for editing Assignments within a Project. Users without proper Permissions will see a pop-up message in the upper right corner of the page indicating they are not authorized to perform the action.

In the same way that a user is automatically added as a Project Team Member when assigned to an Assignment, the reassigning of Assignments will also automatically add the new assignee as a member of the Project, if they are not already a member, but does NOT change the ownership/authorship of the Assignment's existing Comments or Markups.

Comments Report

Attachments uploaded to a Comment can now be associated with the Comment included in the Comments Report via a hyperlink. Attachment Hyperlink is an optional Comment Option within the Comments Report Template that can be turned on/off if desired.

The hyperlink will provide cloud access to the saved file for Applicants, eliminating the need to return each Attachment in the Deliverables Package and referring to the file in the body of the Comment. Clicking the hyperlink will automatically download the attachment locally.

Users can just send a Comments Report and marked-up planset to reduce the size of the Deliverable returned.

The Overlay Control Panel Tool allows users to compare document pages from the current Project to document pages from another Project in EPR. Users can now search for another existing Project from the Overlay Control Panel by providing the exact Project Number.

If the Project does not exist or the user does not have permissions to the Project, a warning message will appear.

If the Project is found and no warning message appears, users can choose a document, document submittal, and document page to compare to. 

Hovering over a measurement with the Move, Pan, Select Tool selected on the Toolbar will display the Calibration Scale the measurement is using, the distance, or the area of the respective measurement in the Markup Detail window.

Review Page - Measurement Tools

Currently, if a Calibration Scale has previously been set, markups, with the exception of Stamps and Comments, utilize the Scale to display area and distance calculations as they are being drawn but do not permanently display the calculation the way measurements do.

Users can now change the Calibration Scale for each individual markup except for the Text Box, Stamps, and Comments. By default, markups will apply the following logic when being placed to determine which Calibration Scale to use: 1. If Scale #1 is the only Scale set OR if any other Scales are set along with Scale #1, EPR will set the default to Scale #1. 2. If the Document-wide Scale is the only Scale set, EPR will use the Document-wide Scale. 3. If no Scale has been set, calculations will not be shown while a markup is being drawn. With the Move, Pan, Select Tool selected, click a markup to edit it, and select the drop-down arrow next to the Calibration Scale in the Markup Detail window.

If any other Calibration Scales are set, they will appear as options to choose from and will dynamically update the calculation of the markup being edited, according to the Calibration Scale chosen. Markups will only display calculations while being drawn or in the Markup Detail window after being placed.

The option to have any new Comments automatically pinned open upon placement is now a toggle that each individual user can enable on the Review Page. To do so, open the Workspace Preferences from the Navigation Menu and toggle ON Pin-Open New Comments by Default.

Project Assignments Tab

Reviewers can now track time spent on an Assignment from the Project Assignments Tab rather than having to navigate to the Review Page.

Click the Time Tracker icon next to your Assignment, click the Plus (+) button in the bottom right, and input the time spent performing the review.

Comments Report Templates can now be configured to display a dynamic Date & Time stamp suffix after the filename. Within a Comments Report Template, the Suffix filename with date & time toggle can be turned on so that when a Comments Report is generated, the Report filename will automatically display the current date & time, according to the user's timezone.

Previously, if a Contact was promoted to a User with the Contributor Role, they were not provided membership to the One-Time Access Group (OTAG) which would grant access to Projects for Comment Responses. Now, when a Contact is promoted to a User and is given the Contributor Role, if a License is available, the One-Time Access Group (OTAG) membership is automatically added to the User's Profile.

Users can now apply an overlay across all pages in a document from the Review Page Overlay Control Panel. Toggle Auto-Apply Overlay on All Pages ON to add the overlay based on the document and submittal version selected.

Click Add Overlay to trigger the overlay to be created on each document page opened. While the Auto-Apply Overlay on All Pages toggle is ON, no new single-page overlays can be activated. When the Overlay Control Panel window is exited out on any page, the overlay is removed for all pages. If the Review Page is refreshed, the document-wide overlay will not persist.

Within the Review Page Thumbnail Panel, each thumbnail now displays submittal version tags to indicate which submittal the new version of the document page was uploaded with. Agencies utilizing Partial Submittal no longer have to rely only on the thumbnail's teal border to indicate new or changed pages for the current version. Now, submittal version tags can be displayed on each thumbnail to show how many versions of a document have been uploaded to the Project. If a new/changed page was uploaded during a submittal, the tag on that page will display teal text to indicate it is new/changed. Clicking on a tag will open the document in the version clicked for all pages.

Optionally, Submittal Version Tags can be turned off from the Navigation Menu in Workspace Preferences by each individual user. By default, Submittal Version Tags are displayed.

Category has been added as a Comment Option in Comments Report Templates.

When selected, Comments will display the associated Category.

When markups have been saved to a document page within the Review Page, a badge will automatically be added to the corresponding thumbnail in the Thumbnail Panel. Regardless of which Groups or Reviewers apply markups, the badge displays as an identifier all saved markups on a page. Hovering over the badge will display "Text/Sketches on Sheet: #" to provide the total number of markups on the page.

For the purposes of this badge, markups is defined as Sketch Tools, Text Box, and Highlighter. Comments, Measurements, and Stamps do not trigger the badge to be displayed.

Users now have the option to Undo or Redo edits made while in a Comment. Dedicated buttons have been added to the text editing tools.

The look of the scroll bar on the Review page thumbnail panel has been updated to it is easier for users to identify.

Admins can now write comment report instructions that include carriage returns (line spacing) in the "single column" report, as shown below.

Users with the Contributor role can now export comments in XLS format from the Project Comments page using the "Export Comment" feature.

Contributors can now use the "Response Enabled" and "Comment Responses" filters in the Project Comments page.

The comment filters on the Project Comments tab now include an option for selecting 'Project-Level' comments (these are comments added from the Project Comments page itself and not tied to any particular document) under the Documents filter. Using this new option, users can select a mix of both document-specific and project-level comments to include in a single comment report letter.

Thumbnails on the Review page now display page number in addition to the sheet number whenever a sheet number is identified so that users can more easily understand where the page is found within the document.

The Settings > Configuration > Stamps page now allows Admins to configure whether to allow stamps to carry over/transfer automatically from a previous submittal over to the resubmittal (this is the current, default behavior) or to change the behavior to prevent stamps from transferring over to the resubmittal. This is a global setting that will apply to all projects.

When a page is locked down (to prevent it from being replaced by a newer version of the same page), a new lock icon will be displayed beneath the thumbnail on the Review page to indicate the page is locked.

Users can now 'unlock' a page by clicking on new lock icon; the icon then changes to an unlocked icon, as shown below.

EPR now allows Admins to create custom stamps from scratch directly within the Settings > Configuration > Stamps page.

An Admin can name their template, then configure the (1) stamp title to display, (2) status value, (3) text content, (4) firm and address information, and (5) stamp color to use for the border and status label. Once saved, this new stamp can be assigned to one or more users who can access it from the Review page stamp tool.

Users with access to a custom stamp on the Review page will be able to select it and, before applying it to the page, can modify the date and content/text in real time before placing it on a page or pages.

Updated the Sheet Numbers page to refer to the "Partial Submittal" configuration using the correct terminology. This replaces the previously inaccurate "Slipsheet" term usage.

Resolved an issue where textbox tool text appeared significantly different in either size or shape on the deliverable PDF file when compared to how it looked on the EPR Review page. Text should now be more consistent in size and shape, even when inserting larger amounts of text.

On the project SHEET NUMBERS page, the Result column now shows the total page count, the hidden page count, and the visible page count. For example: 5 Pages (2 Hidden / 3 Visible)

When multiple submittals exist for a document, the project SHEET NUMBERS tab will now display the date for each submittal shown on screen.

The project COMMENTS page now allows users to filter for comments:

• With/Without Comment Responses
• With/Without Attachments

In the EPR Event Log we have added Project and User identity data into the assignment events that are recorded to improve the system’s auditing capabilities.