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.

For instructions on evaluating plan review documents for compliance, see Electronic Document Submittal Requirements. (TODO)

Prerequisites:

1. An open project record exists. See Add a Project record.
2. Plan review documents in PDF format and supporting documents, in any file format, are accessible by the user.
3. Navigate to the Projects page and select the Documents tab.

Step 2 - Upload 1st Submittal Documents

• 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 meant for plan review to the ‘Attachments Here’ panel.
  2. Confirm that the plans and supporting documents are on the correct panels.
  3. Select the Process button to launch Scout to inspect the incoming plan review files for compliance.

• After Scout completes, inspection results are displayed on the REVIEW PROCESSED DOCUMENTS tab, shown below.
  1. For files flagged with a warning icon or X status, select the eye icon to see the Scout results.
  2. Click on the ellipsis icon to Delete plan review files not marked with an approval Status.
     1. PDF's that do not pass inspection will not proceed to plan review.

• For files that do passinspection, select the FINISH button to complete the upload process. 

Related articles

• Page:
  Managing Contacts
• Page:
  Standard Comments Library
• Page:
  Configuring Membership Distributions
• Page:
  Project Teams and Membership
• Page:
  The Project Comments Tab