Whether uploading documents directly to EPR or routing them from goPost or another integrated partner, EPR will check incoming files and, if routing is successful, allow you to create assignments (when no integrated partner handles assignment creation). The direct, manual upload process for plan review documents (PDF format required) and supporting attachments (in any format) is covered below.

Uploading Files

Files can either be uploaded directly into EPR or routed over to EPR from an integrated partner system.

To upload a file directly into EPR:

1. Open a project record.

2. Click on the DOCUMENTS tab.

3. Click on (Upload) at the lower right corner (this button appears semi-transparent until you hover over it with your cursor).

4. In the upload screen, either click on SELECT FILES or drag and drop files into the file window.

   1. If you need to upload more files, click on (Add) on the lower right. Additional files will be added to the current list.

5. Files are sorted into either “PLAN” or “ATTACHMENTS” windows based on file type:

   1. PDFs are listed under “PLAN” by default, but can be dragged over to the “ATTACHMENTS” window if the file is for reference only and does not require markup/plan review.

      1. An optional Document Type dropdown next to each filename allows users to select a value that either describes the file or helps better organize the project files. This can be left blank if desired.

      2. If a file should not be uploaded after all, click on (Delete) to remove it from the list before processing.

      3. To clear all files from this list, click on DISCARD ALL.

   2. All non-PDFs are listed under “ATTACHMENTS” by default.

      1. These cannot be moved as they are reference-only.

      2. An optional Attachment Type dropdown next to each filename allows users to select a value that either describes the file or helps better organize the project files. This can be left blank if desired.

      3. If a file should not be uploaded after all, click on (Delete) to remove it from the list before processing.

      4. To clear all files from this list, click on DISCARD ALL.

Once all files are ready to be uploaded, click PROCESS.

DOCUMENTS Tab	File Upload Screen	File Sorting Screen

DOCUMENTS Tab	File Upload Screen	File Sorting Screen
Open Documents Tab	Open File Upload Screen

Processing Files

Once files have been sorted, all files are processed and any listed under “PLANS” must be inspected by the Scout™ Tool.

1. Click on PROCESS to begin Scout inspection.

2. A window will pop up to show the progress of each file being inspected by Scout.

   1. Larger files may take longer to inspect, though no file should take longer than 5 minutes.

3. Once all files are inspected, the progress window closes and the screen reloads. The results of the inspection are displayed as a document upload status symbol (see below).

Removing Rejected Files

PDFs that do not pass inspection must be removed, fixed separately, and then reuploaded so that they can be processed successfully.

1. To see why a file was rejected, click on View Scout Results ( ).

   1. Any issues indicated by Scout will need to be addressed.

2. Remove the rejected file(s) by clicking on Delete ( ).

3. Fix the problems with the rejected files.

4. Upload the corrected file(s), along with any other files that were not already processed, and process once more.

Completing File Uploads

Once all plan files have successfully passed Scout inspection, the process can be completed.

1. Click FINISH to complete the upload process.

   1. Plans will then render and have sheet number information captured, if available.

2. Plan files will go to the INTAKE page, where assignments can be created (first submittals) or updated (resubmittals).

3. Attachment files will be processed automatically and can be accessed from:

   1. The project ATTACHMENTS tab

   2. By clicking on the Attachments Tool ( ) in the Review page header

   3. By opening the Review page menu ( ) and then hovering over Attachments