This article provides intake instructions for manually uploading plan review documents in PDF format and supporting attachments in any format to a Project.

Incoming plan review documents will undergo an inspection via our PDF Scout tool.

Pre-configured workflow distributions may be triggered.

The user may manually create plan review assignments.

Assignments will be created. 

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1. An open project record exists. See Add a Project record, Step 1.

2. Plan review documents in PDF format and supporting documents, in any file format, are accessible to the user.

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• Navigate to the Projects page and select the Documents tab.

  • Click the upload icon on the bottom of the Documents tab.

• Browse and select the PDF’s for plan review and supporting attachments (in other file formats).

  1. Drag PDF’s not intended for plan review to the ‘Attachments Here’ panel, as shown below. 

     1. Supporting attachments will not be used to create plan review assignments. They are considered reference material only.

  2. Confirm that the plans and supporting documents are on the correct panels.

  3. Select the PROCESS button to launch the PDF inspector for the incoming plan review files.

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• After the PDF inspection completes, results are displayed on the REVIEW PROCESSED DOCUMENTS tab, shown below.

  1. For files flagged with a warning icon or X status,

     1. Select the eye icon to see the inspection results.

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Delete plan review files marked with an X status 

• PDF's that do not pass inspection will not proceed to plan review.

Finishing upload for Plan Review files that pass inspection

For plan review files that pass inspection are flagged with a green check mark as shown above.

• Select the FINISH button to complete the upload process. 

• Plan review documents will be sent to the rendering server.

  • An optical character recognition (OCR) process is then performed to capture the sheet numbers.

Attachments/supporting documents will be visible on the ATTACHMENTS page.

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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.

To upload a file directly into EPR:

1. Open a project record.

2. Click on the DOCUMENTS tab.

3. Click on (Upload) at the lower right corner (this button appears semi-transparent until you hover over it with your cursor).

4. In the upload screen, either click on SELECT FILES or drag and drop files into the file window.

   1. If you need to upload more files, click on (Add) on the lower right. Additional files will be added to the current list.

5. Files are sorted into either “PLAN” or “ATTACHMENTS” windows based on file type:

   1. PDFs are listed under “PLAN” by default, but can be dragged over to the “ATTACHMENTS” window if the file is for reference only and does not require markup/plan review.

      1. An optional Document Type dropdown next to each filename allows users to select a value that either describes the file or helps better organize the project files. This can be left blank if desired.

      2. If a file should not be uploaded after all, click on (Delete) to remove it from the list before processing.

      3. To clear all files from this list, click on DISCARD ALL.

   2. All non-PDFs are listed under “ATTACHMENTS” by default.

      1. These cannot be moved as they are reference-only.

      2. An optional Attachment Type dropdown next to each filename allows users to select a value that either describes the file or helps better organize the project files. This can be left blank if desired.

      3. If a file should not be uploaded after all, click on (Delete) to remove it from the list before processing.

      4. To clear all files from this list, click on DISCARD ALL.

Once all files are ready to be uploaded, click PROCESS.

DOCUMENTS Tab	File Upload Screen	File Sorting Screen
Image Added	Image Added	Image Added

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Processing Files

Once files have been sorted, all files are processed and any listed under “PLANS” must be inspected by the Scout™ Tool.

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 document upload status symbol (see below).

Process Button	Progress Window	File Status (Scout Results)
Image Added	Image Added	Image Added

Image Added

Removing Rejected Files

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

1. To see why a file was rejected, click on View Scout Results ( ).

   1. Any issues indicated by Scout will need to be addressed.

2. Remove the rejected file(s) by clicking on Delete ( ).

3. Fix the problems with the rejected files.

4. Upload the corrected file(s), along with any other files that were not already processed, and process once more.

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Completing File Uploads

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Once all plan files have successfully passed Scout inspection, the process can be completed.

1. Click FINISH to complete the upload process.

   1. Plans will then render and have sheet number information captured, if available.

2. Plan files will go to the INTAKE page, where assignments can be created (first submittals) or updated (resubmittals).

3. Attachment files will be processed automatically and can be accessed from:

   1. The project ATTACHMENTS tab

   2. By clicking on the Attachments Tool ( ) in the Review page header

   3. By opening the Review page menu ( ) and then hovering over Attachments