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.

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.

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.

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.

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.

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

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.

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

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

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.

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

Users can now create their own personal comments lists from the new COMMENTS LIST tab under their User Profiles. By default, each user is given a "Favorites" list to manage as well as an option to create as many personalized lists as desired.

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Choose one or more of your Personal Favorites Lists to add to and select the comments you wish to add from the list of existing standard comments.

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While searching for a standard comment from a comment's Insert Standard Comment modal, users can add comments to their Personal Favorites Lists.
On the comment you wish to add, click the Bookmark icon to add the comment to your "Favorites" or click the Plus icon to add to one of your "Personal Lists."

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While searching for a standard comment from a comment's Insert Standard Comment modal, users can filter by their personal favorites lists.
Select one of your Lists from the Personal Lists drop-down to show the comments in that List.

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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.

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.

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.

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

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.

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.

Additionally, the order in which the columns are displayed can be edited. Click and drag any column to re-order. When finished, click SAVE.

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

The Rendering configuration page was renamed to "PDF Text Search" within the Settings.
The page description was also updated and help text was added.

Administrators of an EPR instance with Shared Licenses can now see the current Shared License user

(s) logged in from the Environment/License page in the Settings.

In addition, administrators can force logout users as needed.

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The user

being forced to logout will receive a message

stating they are

being logged out and will have 30 seconds to respond

to stop the logout. A message will then display to the administrator

indicating whether the force logout was successful or not.

Updated the Dashboard Configuration Settings window.

Comment Disposition has been added as a Comment Option in Comments Report Templates. When selected, comments will display the status of the comment.

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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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.