This article provides information about the Settings/Configuration/Stamps page. Upload your electronic stamps in PNG or JPG format, then assign the stamps to the users who will conduct plan review. Stamps saved in PNG with a transparent background are recommended. 

Users who conduct plan review will be assigned specific stamps to use in the Plan Review page. See Managing User Accounts - Steps to creating a new user account.

Prerequisites:

1. Create PNG stamp files or JPG/JPEG stamp files for upload.
2. Give each stamp a descriptive name. 

In this article:

Best Practices for Creating Electronic Stamps

When migrating from a paper review process to an electronic review process, we recommend the following approach:

1. Upload stamps for plan review Approvals, Conditional Approvals or Rejections only. In other words, stamps that communicate a pass or fail status.
2. Stamp file size minimum recommendations are 800 x 800 pixel and 300 dpi will provide good visual quality when resizing. Below are some examples of various stamp sizes:
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3. Do not upload stamps that consist of redlines, instructions, comments, notes, etc.
   1. Instead, users should create comments on their plan reviews to communicate instructions, comments, notes, etc. to their customer.
   2. We recommend creating Standard Comments for these commonly used comments, instructions or notes so they are available to all users.

Uploading Electronic Stamps

Electronic stamps in PNG or JPG format uploaded to the application will be assigned to users who conduct plan review.

Stamps can be shared among many users or assigned individually to specific users.

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1. From the Configuration/Stamps page, select the + button to open a Stamp Detail form.
2. Browse for a PNG.
   1. Stamp file size minimum recommendations are greater than 100KB and 300 dpi.
3. Provide the Firm/Agency name associated to the stamp, as appropriate. 
4. Stamps placed on documents during review will display data based on the settings toggles:
   1. Make sure to set the stamp to 'Active.'
   2. Set whether to display the datestamp.
   3. Set whether to display the Project number.
   4. Set whether to display the First and Last Name of the person who placed the stamp.
   5. Finally, determine whether to display the information either below the stamp or at the center of the stamp using the correct toggle.
5. Select the Save button. (required)

Once a stamp has been uploaded, it can be added to any user account. See Managing User Accounts - Steps to creating a new user account

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Stamp Permissions 

Access to stamps is controlled by the Security > Permissions section and is role based security.
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Stamp Security and Access
The ability for users to place stamps onto a plan set is regulated by a three-step process:

1. First, the ability to upload stamps into EPR is controlled by an Agency-defined Admin by default. Stamps are uploaded by the Administrator and configured to display project number, user, and/or date information as desired.
2. The Admin then assigns a stamp or stamps to users who the Agency determines should have access. In this way, stamp access can be restricted to a specific individual, such as with a signature stamp, or provided more broadly to multiple users, such as with a department-wide annotation stamp.
3. Third, the ability to place stamps onto a plan set is regulated by permissions and user role. By default, non-Admin users must be granted access to a project and have markup rights in order to place a stamp onto a plan set for a given project.

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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.

Creating a Standard Stamp

To create a standard stamp:

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1. Click (Add) on the lower right corner of the stamps table.

2. Click (Upload an image from my computer) to create a standard stamp.

3. In the new form, either click on to search for a file or drag-and-drop an image into the field on the right.

   1. The name of the uploaded file will be set as the stamp Name automatically.

4. The Firm field should autofill with the Agency information, though it can be changed if necessary.

5. The stamp toggle should be set to Active so it can be used by others.

   1. Click on the toggle to switch it to read “This stamp is Not Active,” which means no one will be able to use it.

6. The stamp toggle should be set to Display Datestamp to automatically show the date and time whenever the stamp is placed on a document.

   1. Click on the toggle to turn off datestamp information.

7. The stamp toggle should be set to Display Project Number to automatically show the project number whenever the stamp is placed on a document.

   1. Click on the toggle to turn off project number information.

8. The stamp toggle should be set to Display User First and Last name to automatically show the first and last name of the user who placed the stamp on a document.

   1. Click on the toggle to turn off user first and last name information.

9. The final two toggles are alternatives to each other and only one can be ‘On’ at a time:

   1. Choose between displaying information below the stamp image (recommended) or displaying it in the center of the stamp image (which usually requires stamps to be designed with this in mind).

10. Click SAVE to complete the stamp.

Recommendations for Standard Stamps

Keeping the following in mind for best standard stamp quality:

Below are some examples of various kinds of standard (image-based) stamps.

Compliant Stamp (Solid)	Approval Stamp (Transparent)	Label Stamp	Personal Stamp	Rejection Stamp
Image Added	Image Added	Image Added	Image Added	Image Added
1900 x 1600	820 x 800	1280 x 800	800 x 800	2900 x 1200

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Custom Stamps

Custom (template-based) stamps allow Admins to select between three pre-existing, text-heavy templates to then customize for use by agency staff. Each template can be used more than once, with Admins able to configure information for each stamp created from a template.

Custom Stamp Templates

There are three custom stamp templates:

1. Reviewer - default, which provides a large blank “Content” field for reviewers to input whatever text they want to include in the center of a standardized stamp format.

2. Reviewer - preset 1, which provides some pre-written text in the “Content” field that can be modified as needed.

3. Reviewer - Multi-field preset, which replaces the “Content” text field entirely and instead provides the ability to list between one and twelve custom fields in the center of the stamp.

Creating a “Reviewer - Default” or “Preset 1” Stamp

“Reviewer - Default” and “Preset 1” stamps are useful whenever a large text-block needs to be included in a stamp. Unlike standard (imaged-based) stamps, the text size for these stamps will not change even if the stamp is enlarged or shrunk, meaning it will always be readable by the customer.

To create a custom text-block stamp: Click (Add) on the lower right corner of the stamps table. Click (Create a custom stamp template) to create a standard stamp. Type in a Stamp Name. The stamp toggle should be set to Active so it can be used by others. In the Template field, select either “Reviewer - Default” or “Reviewer - Preset 1.” Type in a Stamp Title that will display at the top of the stamp. Type in a Status valuethat will display beneath the Stamp Title. Depending on which template is selected, either: Type into the Content field the text that you want to display in the center of the stamp, or Review the text already supplied in the Content field and modify as needed. The Firm field should autofill with the Agency information, though it can be changed if necessary. The Address field should autofill with the Agency information, though it can be changed if necessary. Click Color to select or change the color used for the stamp frame and status. The stamp toggle should be set to Display Date to show the date a stamp is placed. Click on the toggle to turn off date information. The stamp toggle should be set to Display Project Number to show the project number when a stamp is placed. Click on the toggle to turn off project number information. The stamp toggle should be set to Display Name to show the first and last name of the user who placed a stamp. Click on the toggle to turn off project number information. The stamp toggle should be set to Display Address to show the Address information when a stamp is placed. Click on the toggle to turn off user first and last name information. The stamp toggle should be set to Display Firm to show the Firm information when a stamp is placed. Click on the toggle to turn off user first and last name information. Click SAVE to complete the stamp.

Custom Stamp Template (for Text-Block Stamps)

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Creating a “Multi-Field Preset” Stamp

Multi-Field Preset stamps are useful whenever a reviewer has to refer to a list of specific items within a stamp. For example: if a reviewer needs to check off items from a general checklist that they reuse frequently, use this template.

To create a custom multi-field preset stamp: Click (Add) on the lower right corner of the stamps table. Click (Create a custom stamp template) to create a standard stamp. Type in a Stamp Name. The stamp toggle should be set to Active so it can be used by others. In the Template field, select “Reviewer - Multi-field Preset.” Type in a Stamp Title that will display at the top of the stamp. Type in a Status valuethat will display beneath the Stamp Title. The Firm field should autofill with the Agency information, though it can be changed if necessary. The Address field should autofill with the Agency information, though it can be changed if necessary. Click Color to select or change the color used for the stamp frame and status. For Field #1 - Field #12: Click whether a field should be Visible (fields 1-6 display on the left, fields 7-12 display on the right of the stamp). Type in a Field Name. Type in a Field Label. Choose a Field Type: Text allows users to write text. Dropdown allows users to set a “Field Value” and add a list of “Field Options” which can later be selected from the dropdown. Checkbox allows users to check a box manually (or have it checked by default). Date allows users to input a date value. Next, the stamp toggle should be set to Display Date to show the date a stamp is placed. Click on the toggle to turn off date information. The stamp toggle should be set to Display Project Number to show the project number when a stamp is placed. Click on the toggle to turn off project number information. The stamp toggle should be set to Display Name to show the first and last name of the user who placed a stamp. Click on the toggle to turn off project number information. The stamp toggle should be set to Display Address to show the Address information when a stamp is placed. Click on the toggle to turn off user first and last name information. The stamp toggle should be set to Display Firm to show the Firm information when a stamp is placed. Click on the toggle to turn off user first and last name information. Click SAVE to complete the stamp.

Custom Stamp Template (for Multi-Field Preset Stamps)

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Assigning Stamps to Users

Once stamps have been created, they are still not automatically accessible by review staff. Instead, Admins will need to assign stamps to users' profiles before those users have access to them. This gives Admins more control over who has access to which stamp(s) and provides additional security when dealing with sensitive or user-specific stamps (such as stamps that include signatures).

To assign one or more stamps to a user:

1. Navigate to Settings > Security > Users in the navigation panel.

2. Search for a user account by scrolling through or typing their email address directly into the email column header.

3. Click on (right-facing arrow) to open the user profile.

4. Click on the STAMPS tab.

5. Click (Add) on the bottom right.

6. Allow the “Select Stamps” pop-up time to load, then select one or more stamps that appear.

7. Click CONFIRM to add the stamp(s) to the selected user’s profile and close the pop-up.

8. Click SAVE in the STAMPS tab to confirm.

Stamps Tab	Select Stamps Pop-up
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Using Stamps

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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Using Standard (Image-based) Stamps

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To place a standard stamp on a document in the review page:

1. Navigate to the desired document page/sheet.

2. Click on the Stamp Tool ( ) in the toolbar.

3. In the “Select Stamps” window, click on the desired stamp.

4. Click CONFIRM to go to draw mode.

5. To place and size the stamp on the document, click once to define an initial endpoint and move your mouse cursor until the stamp is the desired size, then click again.

6. In the “Stamp Options” pop-up, select where to place the stamp:

   1. On the Current Page, which places it on this page only.

   2. On All Pages, which places the stamp in the same location across every page of the document. (The stamp on each page can then be moved independently if necessary.)

   3. On the Current Page plus Range, which places it on this page along with all page numbers within the supplied range.

7. Click CONTINUE to finish placing the stamp.

Any information configured to display along with the stamp should appear either beneath or in the center of the stamp.

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Stamps Security (TBD)

• What are the securities around stamps?
• Is the security for electronic stamp equivalent or better than manual physical stamp?

To answer these questions, electronic stamps must:

• Have security on who can use it and guarantee this functionality
  • Who can use the stamp and how can we best guarantee he/she is the only person using the stamp?
    • Required password whenever a stamp is used can fulfill this requirement.
    • Stamps specifically assigned per user can help
  • How can we best guarantee once a stamp is uploaded that it cannot be changed?
    • Hashing the stamp can fulfill this requirement
  • How can we best guarantee which stamp was placed on the document?
    • Hashing the document after stamp placement can fulfill this requirement

Using Custom (Template-based) Stamps

To place a custom stamp on a document in the review page: Navigate to the desired document page/sheet. Click on the Stamp Tool ( ) in the toolbar. In the “Select Stamps” window, click on the desired stamp. Click CONFIRM to open the editable template (unlike standard stamps, custom stamps can be edited in real time). For text-block stamps (“Reviewer - Default” or “Reviewer - Preset 1”): Users can modify the User Name, Date, Project Number, Content text block, Transparency (stamp background), as well as each Display toggle. For multi-field preset stamps: Users can modify the User Name, Date, Project Number, Transparency (stamp background), Field #1-12 information, as well as each Display toggle. For either type, click SAVE to confirm. Next, to place and size the stamp on the document, click once to define an initial endpoint and move your mouse cursor until the stamp is the desired size, then click again. In the “Stamp Options” pop-up, select where to place the stamp: On the Current Page, which places it on this page only. On All Pages, which places the stamp in the same location across every page of the document. (The stamp on each page can then be moved independently if necessary.) On the Current Page plus Range, which places it on this page along with all page numbers within the supplied range. Click CONTINUE to finish placing the stamp.	Text-Block Stamp Window	Multi-field Preset Stamp Window
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Info The custom stamp will then display on the document using whatever information was set to display.

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Editing a Stamp

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Administrators can edit an existing stamp from the Stamps page whenever necessary. To edit an existing stamp:

1. Navigate to Settings > Configuration > Stamps in the navigation panel.

2. Search for the stamp by scrolling through or typing its name directly into the Name column header.

3. Click on (right-facing arrow) to open the stamp.

4. Edit the stamp configurations as needed.

5. Click SAVE.

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Inactivating or Deleting a Stamp

Administrators can either inactivate or delete an existing stamp if they want to remove access to that stamp across all users. If stamp use simply needs to be paused (while the stamp language or configurations are updated, for example), then switching the stamp from “Active” to “Inactive” is recommended since a stamp can be returned to “Active” later. If the Agency determines the stamp will never be used again (or if it was created in error), then that is a good candidate for deleting the stamp instead.

Making a Stamp Inactive

To set an existing stamp to “Inactive”:

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1. Navigate to Settings > Configuration > Stamps in the navigation panel.

2. Search for the stamp by scrolling through or typing its name directly into the Name column header.

3. Click on (right-facing arrow) to open the stamp.

4. Search for the “Active” toggle and click it to switch from pointing right (“Active”) to pointing left (“Inactive”).

5. Click SAVE.

Deleting a Stamp

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To delete an existing stamp:

1. Navigate to Settings > Configuration > Stamps in the navigation panel.

2. Search for the stamp by scrolling through or typing its name directly into the Name column header.

3. Click on (Delete).

4. In the “Delete selected record(s)?” pop-up, click DELETE.