This article provides instructions for configuring a new deployment of e-PlanREVIEW® (EPR). 

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.

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. Managing Stamps
7. Configure Role-based Permissions
8. Create User accounts
9. Configuring Membership Distributions
10. Password Settings
11. Upload Standard Comments
12. Configure Workflow Distributions
13. Correction Report Templates

Related articles

• Page:
  Setting Up Workspace Preferences
• Page:
  Introduction to the Review Page
• Page:
  EPR Release Notes
• Page:
  Managing Contacts
• Page:
  Scout PDF API