This article provides instructions for configuring a new deployment of eplansoft REVIEW. 

About the Seed Database

The application comes preloaded with default seed data to get you started. It includes:

1. A user account with administrative privileges.
2. Pre-configured role-based permissions that follow best practices.
3. Sample Groups, Lists, Reports and email templates that can be modified and added to.

Prerequisites:

1. Login as a user with Administrator privileges.(User role = Admin)

Step-by-step guide

The following steps should be completed by an Administrator, in this order:

1. Branding your Site
2. Complete the Address page
3. Configure SMTP/Email settings
4. Configuring List Types and List Items
5. Configure Groups for Document Review
6. Configure Role-based Permissions
7. Create User accounts
8. Upload Standard Comments
9. Configure Workflow Distributions

Related articles

• Page:
  EPR Release Notes
• Page:
  Managing Contacts
• Page:
  Document Rendering
• Page:
  Standard Comments Library
• Page:
  Project Statuses and Workflow