Working with Filename Prefixes

File Naming Requirements for plan review documents

Configuring Distributions based on a file name prefix:

Incoming PDF's that follow file naming requirements provide the ability to create plan review assignments for the appropriate reviewers/groups by matching the leftmost 4 characters in the filename that precede the underscore ( _ ).

Using the three documents below as an example, the Mixed Use workflow record (below) would create two group assignments for the CIVL_Notes.pdf file and two group assignments for the MEP_Landscape.pdf file. 

Open

Open

No assignments would be auto-created for the document named Sprinkler Diagram.pdf, because a matching Review Type prefix has not been configured and the filename is missing the underscore character.