This article provides information about the Settings/Configuration/Stamps page. Upload your electronic stamps in PNG or JPG format, then assign the stamps to the users who will conduct plan review. Stamps saved in PNG with a transparent background are recommended. 

Users who conduct plan review will be assigned specific stamps to use in the Plan Review page. See Managing User Accounts - Steps to creating a new user account.

Prerequisites:

1. Create PNG stamp files or JPG/JPEG stamp files for upload.
2. Give each stamp a descriptive name. 

In this article:

Best Practices for Creating Electronic Stamps

When migrating from a paper review process to an electronic review process, we recommend the following approach:

1. Upload stamps for plan review Approvals, Conditional Approvals or Rejections only. In other words, stamps that communicate a pass or fail status.
2. Do not upload stamps that consist of instructions, comments, notes, etc.
   1. Instead, users should create comments on their plan reviews to communicate instructions, comments, notes, etc. to their customer.
   2. We recommend creating Standard Comments for these commonly used comments, instructions or notes so they are available to all users.

Uploading Electronic Stamps

Electronic stamps in PNG or JPG format uploaded to the application will be assigned to users who conduct plan review. Stamps can be shared among many users or assigned individually to specific users.

1. From the Configuration/Stamps page, select the + button to open a Stamp Detail form.
2. Browse for a PNG or JPG file.
   1. Stamp file sizes must be greater than 5KB.
3. Provide the Firm/Agency name associated to the stamp, as appropriate. 
4. Stamps placed on documents during review will automatically display the Date/Time stamp.
   1. To also display the Project number below the stamp, toggle  On the ‘Display with Project Number’ setting.
5. Select the Save button. (required)

Once a stamp has been uploaded, it can be added to any user account. See Managing User Accounts - Steps to creating a new user account