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Whether uploading documents directly to EPR or routing them from goPost or another integrated partner, EPR will check incoming files and, if routing is successful, allow you to create assignments (when no integrated partner handles assignment creation). The direct, manual upload process for plan review documents (PDF format required) and supporting attachments (in any format) is covered below.

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Uploading Files

Files can either be uploaded directly into EPR or routed over to EPR from an integrated partner system.

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  1. Click on PROCESS to begin Scout inspection.

  2. A window will pop up to show the progress of each file being inspected by Scout.

    1. Larger files may take longer to inspect, though no file should take longer than 5 minutes.

  3. Once all files are inspected, the progress window closes and the screen reloads. The results of the inspection are displayed as a file document upload status icon symbol (see below).

Info

Scout inspects uploaded PDF plans to ensure they are accessible, readable, and that they meet EPR’s conditions for submittal across several categories.

  • PDFs that pass the Scout inspection will show a green checkmark symbol ( (blue star) ) and can be accepted for plan review.

  • PDFs that may require attention will show a yellow warning sign symbol ( (warning) ) and can still be accepted, but evaluating Scout results is recommended.

  • PDFs that fail the Scout inspection will show a red x X symbol ( ❌ ), meaning they cannot be accepted for plan review. These must be removed so that the remaining files can be accepted.

Process Button

Progress Window

File Status (Scout Results)

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Removing Rejected Files

PDFs that do not pass inspection must be removed, fixed separately, and then reuploaded so that they can be processed successfully.

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