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. Stamp file size minimum recommendations are greater than 100KB and 300 dpi. There is no minimum or maximum stamp dimensions, though users should consider that compressing a larger stamp retains better readability than stretching a small stamp.
3. Do not upload stamps that consist of redlines, 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 size minimum recommendations are greater than 100KB and 300 dpi.
3. Provide the Firm/Agency name associated to the stamp, as appropriate. 
4. Stamps placed on documents during review will display data based on the settings toggles:
   1. Make sure to set the stamp to 'Active.'
   2. Set whether to display the datestamp.
   3. Set whether to display the Project number.
   4. Set whether to display the First and Last Name of the person who placed the stamp.
   5. Finally, determine whether to display the information either below the stamp or at the center of the stamp using the correct toggle.
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

Stamps Security 

Access to stamps is controlled by the Security > Permissions section and is role based security.

What are the securities around stamps?

Stamps Security (TBD)

• What are the securities around stamps?
• Is the security for electronic stamp equivalent or better than manual physical stamp?

To answer these questions, electronic stamps must:

• Have security on who can use it and guarantee this functionality
  • Who can use the stamp and how can we best guarantee he/she is the only person using the stamp?
    • Required password whenever a stamp is used can fulfill this requirement.
    • Stamps specifically assigned per user can help
  • How can we best guarantee once a stamp is uploaded that it cannot be changed?
    • Hashing the stamp can fulfill this requirement
  • How can we best guarantee which stamp was placed on the document?
    • Hashing the document after stamp placement can fulfill this requirement