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.
Prerequisites:
An open project record exists. See Add a Project record, Step 1.
Plan review documents in PDF format and supporting documents, in any file format, are accessible to the user.
In this article:
Step 2 - Upload Documents
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).
Drag PDF’s not intended for plan review to the ‘Attachments Here’ panel, as shown below.
Supporting attachments will not be used to create plan review assignments. They are considered reference material only.
Confirm that the plans and supporting documents are on the correct panels.
Select the PROCESS button to launch the PDF inspector for the incoming plan review files.
After the PDF inspection completes, results are displayed on the REVIEW PROCESSED DOCUMENTS tab, shown below.
For files flagged with a warning icon or X status,
Select the eye icon to see the inspection results.
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.
OCR is not performed on attachments.