Release 2.22.0 Enhancements November 14, 2024

Continued in this release, users may notice several UI/UX changes resulting from updates to improve compliance with WCAG 2.1 aa standards.

This release implements a number of API changes to improve functionality and better serve our integration partners. These updates are designed to enhance performance and ensure smoother integration experiences.

Component	Feature	Description
Corrections Report	Image Overflow for .docx Reports	Comment images larger than 800 pixels wide will automatically get resized to fit within the exported Word document's page dimensions.
Review Page - Quick Comments	Quick Comment Notification Pop-ups	Help text has been added to inform users that some comments will not appear on the Quick Comment Toolbar if the project and comment purpose differ.
Personal Lists/Comments	User Interface Updates	User interface updates were made to the User Profile COMMENT LIST and Insert Standard Comment modal. In the User Profile, the "Personal Lists" filter was renamed from "Filters." In the Insert Standard Comments modal, the filters and comment details were reordered to match the order from the User Profile.
Custom Project Fields	New Custom Project Field User Interface Updates	User interface updates were made to the Add New Custom Project Field modal under Settings/Configuration/CustomFields/Fields: The two Visibile toggles were condensed into one. When Required is toggled on, Visible and Read Only are disabled. When Read Only is toggled on, Required is disabled. The "Field Type" section header was added.
Notifications	Due Date Updated	Users can subscribe to receive a notification when an Assignment's Due Date has been updated.
Review Page - Thumbnail Panel	Pan and Zoom on Thumbnails	A new option has been added within the Workspace Preferences menu (click on the menu, then click Preferences) to enable or disable a frame overlay on the active thumbnail. This frame on the thumbnail allows users to pan and zoom on the page from within the Thumbnail Panel, in addition to current pan and zoom for the document page being viewed within the Review Window. Resize the frame to adjust the zoom level by clicking and dragging the bottom-right corner. Click and drag the frame around the thumbnail to quickly pan across the page.
Security	Multi-Factor Authentication (MFA)	Administrators can enable Multi-Factor Authentication (MFA) under Settings/Security/Multi Factor Authentication to enhance security and provide compliance with data protection regulations. Once enabled, users can choose how to authenticate from a new Security modal available in the User Menu. "Email One-Time Password" is the default authentication method. Users will be prompted to enter their one-time password (OTP) at login or use an authenticator app.
Review Page	Quick Comment Toolbar	A quick comment toolbar can be created and moved about the Review Page's Review Window for quick access to your favorite standard comments. Configure your top 6 standard comments from your User Profile's COMMENT LIST and choose the order in which it will appear from the comment order drop-down. Once saved, open your Workspace Preferences in the Review Page and turn on the Quick Comment Toolbar by toggling on the Display Standard Comment Quick Toolbar and saving your preferences. Hovering over a comment will show the relevant first line of text. Select one to quickly place it during review. Your Quick Comment Toolbar can then be moved to any position within the Review Window and saved using SAVE WORKSPACE.
Custom Project Fields	Map Custom Fields from goPost to EPR	Custom Fields created in goPost now map to EPR and get pulled in with other project data.
Email Templates	Update Comment Response Notification Template	The "Comment Response - Comment Response" email notification template has been updated to improve communication when a user has replied to a comment. The email notification now includes the "Original Comment" and the "Comment Response" within the body of the email notification.
Column Filters	Updated Date Column	A new column to visibly track the date a project was last updated has been added as an available column to display in the "Projects Awaiting Intake" Dashboard table. Open the COLUMN FILTER configuration window to display the "Updated Date" column.
Comments	Dynamic Standard Comment Filtering	When inserting standard comments, dynamic filtering allows users to select an option from one filter list which will immediately update all other filter lists to display options that are compatible with the selected option. For example, when X Group is selected, only options related to X Group will be available for selection within the remaining filters. And if the Group is changed, the other filters will update accordingly to reflect the new set of compatible options. As always, filters are dependent on existing data within a standard comment.
Configurations	Remove List Type Display Name	The List Type Display Name field has been removed from the user interface along with its Save button. While the Display Name field was previously editable and could be saved, the application of the saved changes throughout EPR was a feature that got disabled in an earlier release.
System	Ability to Clear Application Cache in EPR	Users can conveniently clear their application cache directly from the interface, eliminating the necessity to switch between different tools or environments. Accessible from the "Help" menu, click Clear Cache to remove out of date cached objects and reset any relevant data or settings associated with the cache. A confirmation message from your browser will prompt you to reload your page to reflect the most recent updates.
Projects	Show Deleted Project Documents	Users can now view a list of documents that have been deleted within a project. From within a project, open the project menu and select See Deleted Documents. A full list of the project's deleted documents is viewable with relevant information as well as the option to download a copy of a deleted document.
Comments	Import Comments to a Project	Project comments can be created in bulk by importing from a spreadsheet. Click the Batch Import button and select a local .xlsx or .csv file with your comments. Note that the system will validate the spreadsheet to ensure comments are correctly formatted and there are no missing required fields. You can follow the same instructions for bulk importing standard comments to the comment library here. Upon successful import, a confirmation message will be displayed.
Markups	Color Picker Hex Value	When Group Color Restrictions are not applied, users can choose the color of their markups. To reduce inconsistencies in markups and allow users to work with predefined colors, a hex value field has been added to the color picker. This will help users select a precise color on the color spectrum when the default group color is not needed. A user's default markup color will remain as the color of the group being represented in the Review Page and saving the workspace settings does not override the default markup color on the toolbar.
Sheet Numbers Tab	Designating an OCR Area	Users can define a custom area on a sheet for OCR to analyze and re-run a sheet number check, for individual pages or an entire document, when sheet numbers are missing. For individual pages, users can click the Magnifying Glass button to define/redefine the page-specific OCR area. Move and/or resize the defined OCR area and click CHECK to re-run a sheet number check. The sheet number should populate in the "Detected Sheet Number" field. Click DONE to apply. For an entire document, users can click AUTOCOMPLETE. A new option to designate the OCR area across all pages of the document is available. Click DESIGNATE OCR AREA to define the document-wide OCR area. Move and/or resize the defined OCR area and click CHECK to re-run a sheet number check. The sheet number should populate in the "Detected Sheet Number" field. Click DONE to apply. All thumbnails should update with a sheet number or will display "oo" where a sheet number could not be found.
Comment Report	Display Sort Option Labels	EPR Administrators can now configure two-column comment reports to display labels for the secondary and tertiary sort options. Toggle on Display on Report under the report template's Sort Options section to display the secondary and tertiary sort options alphabetically as subheadings below the primary sort label.
Permissions	Access to Custom Labels Configuration	Permissions have been added to control access to the configuration page for custom labels. This permission is defaulted to only allow Admins access to view the Custom Labels configuration page and can be modified as needed.
Comments	Empty Filter Option	When inserting standard comments, "Empty" can be applied as a filter option to display results that do not have specified field data. This applies to the filters 'Source', 'Category', 'Subcategory', and 'Review Type.' For example, if a standard comment doesn't have "Category" data, selecting Empty in the "Category" drop-down will return results for any comment that doesn't have a category defined. Additionally, when filtering project comments, "Empty" can be applied as a filter option to display results that do not have specified field data. This applies to the filters 'Impact', 'Review Type', 'Category', and 'Subcategory.'
Comment Report	Include Impact Value in Exported Comment Reports	A comment's 'Impact' value is included in the excel export of the comments.
Contacts	Update Contact Info Displayed	The Contacts section of the Project DETAILS tab has been updated to include the "Phone Number" column.
Projects	Required Field Indication	The sub-section headers under the Project DETAILS tab will display an asterisk (*) to identify the presence of a missing required field(s) within the sub-section.
Scout	Scout Results UI/UX	UI/UX enhancements have been made to the Scout Results to indicate a warning for PDFs that are outdated and require a newer version.
Comments	Persist Comment Filters	While searching for a standard comment from the Project Comments' Insert Standard Comment modal, the user's filter will be persisted to the next search.
Review Page Configuration	Review Page Compliance Footer	Provided a configurable footer message for screen readers to understand that the Review Page may not have alternative text available for some content. This configuration can be found under Settings/Configuration/Review Page.
Shared License	Logout Request Countdown Clock	When another person attempts to log out a Shared License user they will now receive a notification that includes a clock that will count down to the action being executed. This allows the user being logged out sufficient time to save their work or contest the logout if necessary. [ image coming ]

2.22.0 Bug Fixes

Component	Issue	Description
User	New Requested Account Not Displaying	Fixed an issue where user accounts created/requested from the login page were not showing in the User list as inactive users.
Corrections Reports	Missing Page Number and Sheet Number in Corrections Report	Resolved an issue where page numbers and sheet numbers were not printing on generated corrections reports.
Review Page	Measurement Label Persists After Deleting Markup	Fixed an issue where measurement labels that are turned on for sketches don't get removed after deleting the markup.
API Calls	Incorrect Status Being Returned to Integrated Partners	Fixed an issue where the wrong project status was getting returned to integrated partners.
Document Linking	Documents not Linking Between Submittals	Resolved an issue where files resubmitted as new versions were not correctly linked to their previous version, resulting in users unknowingly pushing files through as first submittals.
Review Page Toolbar	Save Page Rotation Tool not Working	Fixed an issue where the Save Page Rotation tool fails to save a page's rotation immediately after the successful save of another.
Comments	Duplicated Comments with Same Comment Number	Resolved an issue where review page comments were automatically being duplicated and given the exact same comment number.
Comments	Auto-enable Comment Responses not Working	Fixed an issue where the "Auto-enable responses on new comments" configuration is not working.
Document Rendering	Missing Objects in PDF	Resolved an issue where objects in the PDF were hidden or removed when the document is rendered.
Comments	Incorrect URL Saved for Comment Images	Fixed an issue where users couldn't view correct comment images from the printed PDF due to the wrong URL for the image being saved.
Corrections Reports	Sheet Numbers Comment Option not Displaying on Corrections Reports	Fixed an issue where the sheet number location of a review page comment was not displaying on the corrections report.
Automated Distributions	Distribution Assignment's Days Configuration is Inaccessible	Resolved an issue where the Days field was not accessible within a new or existing distribution due to spacing.
Corrections Reports	Comment Impact Values Missing from Exported Comments Report	Fixed an issue where comments with an Impact value are missing that value in the "Impact" column of the Export Comment Report spreadsheet.
Sheet Numbers Tab	Inconsistent Sheet Number Thumbnails	Fixed an issue where the sheet number thumbnails displayed in the REORDER PAGES window were showing an older format which made it hard to see the sheet numbers.
Comments	Default Font Size Too Small	Resolved an issue where the default font size for comments was too small.
Custom Stamp	Distorted Aggregate Stamp	Fixed an issue where aggregate stamps appeared cut off when printed.
Comments	Missing Comments and Comment Text Duplication	Fixed an issue where some review page comments are not printing on the deliverable document and, in some cases, the comment text was being duplicated.
Comments Library	Broken User Interface when Adding a Standard Comment	Fixed an issue where the user interface would break when adding a new standard comment to the Comments Library.
User Profile	Assign Group Modal Title Padding	Fixed an issue where there was inadequate spacing around the title of the Assign Group modal when adding a Group to a User Profile.
Document Upload	Resubmittals not Showing All Pages	Fixed an issue where some resubmittals were not showing all pages when the page count is incorrectly stored.
Users	User Modal not Displaying Title	Resolved an issue where the modal title was blank when creating/editing a User.
Lists	List Type Modal not Displaying Title	Resolved an issue where the modal title was blank when creating/editing a List Type value.
Groups	Group Modal not Displaying Title	Resolved an issue where the modal title was blank when creating/editing a Group.
Accessibility Compliance	Button Status not Reflected	Fixed an issue where the expanded/collapsed status of buttons in the navigation panel were not accurately being conveyed to users with disabilities.
Users	Inactive Users List is not Displaying Accurately	Fixed an issue where the inactive users list was blank or not diplaying all user accounts.
Comments Library	Warning Message not Triggered When Overwriting Existing Standard Comment	Resolved an issue where a warning message was not displaying when attempting to overwrite an existing standard comment.
Custom Stamp	Multi-Field Stamp Drop-down Field not Displaying Options	Fixed an issue where configured field options are not available to select on drop-down fields within the multi-field custom stamp.
Reports	No Results Found when Generating Reports with Applied Parameters	Fixed an issue where reports could not be downloaded after applying a filter.
Contacts	Contact Records Fail to Save Active/Inactive Status	Fixed an issue where toggling a Contact record to inactive does not save.
Document Rendering	Sheet Rendering Issues	Fixed an issue where document pages were not rendering.
Comments	Incorrect Group Assignment	Fixed an issue where review page comments were showing they belonged to a different Group than the one that originally created the comment.
Corrections Reports	Report Preview Image Display Issues	Fixed an issue where the preview shown during the creation of a corrections report would display images that expanded beyond the page width.
Custom Fields	Large Text Fields Cannot Be Disabled	Resolved an issue where read only large text custom fields were able to be edited.
Permissions	Permission Cache not Updating After Removing/Adding a Project Team Member	Resolved an issue where removing or adding a team member to a project wasn't updating stored permissions in the database.
Comments	Modal does not Recognize New Entry After Quickly Saving	Fixed an issue where new comments or comment responses that were saved too quickly after entering new text resulted in the most recent changes being lost.
Project Details Tab	Can't See Full List of Available Project Managers	Fixed an issue where the Project Manger drop-down under the Project DETAILS tab wasn't displaying all available users with the Project Manger User Role.

Release 2.20.0 Enhancements June 16, 2024

Continued in this release, users may notice several UI/UX changes resulting from updates to improve compliance with WCAG 2.1 aa standards.

Component	Feature	Description
Project Details Tab	Custom Fields Section	Custom Fields are designed to enhance flexibility and adaptability in project management, specifically catering to unique data requirements not covered by default system configurations. This feature is particularly beneficial for projects with specialized needs, such as Permitting projects, where standard data fields may not adequately capture all necessary information. By allowing administrators to create and manage custom fields, the application empowers project managers and teams to tailor data management to their specific project requirements. This customization ensures a more organized, relevant, and efficient handling of project data, leading to better project tracking, reporting, and overall management.
Custom Fields	Custom Fields Configuration	Custom Fields can only be configured by an administrator under Configuration/Custom Fields as follows: Field Groups Custom Field Groups serve as a section header to categorize custom fields. Choose a Purpose, then add a new Custom Field Group by clicking the + button. Project Type Mapping Custom Field Groups can be associated with various Project Types to ensure the right custom fields are available on the appropriate projects. Choose a Purpose and Project Type, then add any of the active Custom Field Groups that you wish to be visible under the "Custom Fields" section of the Project DETAILS tab. Fields Custom Fields are used to gather specific project information where standard data fields may not adequately capture all necessary information. Choose a Custom Field Group, then add a new Custom Field by clicking the + button. Field Groups Permissions Edit the Custom Field Groups Permissions as needed to ensure the appropriate User Roles have access to view the Custom Fields within projects. By default, only Administrators can see the Custom Fields once they have been created. Select a User Role from the drop-down and toggle the visibility by editing the Custom Field Groups.
Review Page - Toolbar	Radius Tool Calculation Updates	When using the Radius calculation tool, a radial line segment and the measured radius are now displayed during the measurement. The radius calculation is also editable from the Markup Detail window by updating each value (exclude the feet and inch tick marks) for the calculated feet and inches one at a time. For example, a radius calculation of 50' 6.00" is updated by changing 50 to 55 or by changing 6.00 to 6.25.
ReviewSESSION	Added a Custom Message Field in the Invitation	Added a text field in the ReviewSESSION invitation window to enter a custom message to be included in the email notification.
Scout Configuration Page	Ability to Edit Inspection Parameters	Updated the Scout Configuration page to allow users to edit some inspection parameters, e.g., Page Count and File Size.
Notifications	Assignment Due Date Notification	A new Document Assignment notification option is available for users to subscribe to from their User Profile. The Due Date Reminder notification can be selected to receive an email reminder that an assigned due date is approaching. The reminder can be set to occur between one and 7 days before the Assignment is due. *This notification only works when a Due Date has been set on an Assignment.
User Profile	Create Personal Favorites Lists	Users can now create their own personal comments lists from the new COMMENTS LIST tab under their User Profiles. By default, each user is given a "Favorites" list to manage as well as an option to create as many personalized lists as desired. Choose one or more of your Personal Favorites Lists to add to and select the comments you wish to add from the list of existing standard comments.
Comments	Add to Personal Favorites Lists	While searching for a standard comment from a comment's Insert Standard Comment modal, users can add comments to their Personal Favorites Lists. On the comment you wish to add, click the Bookmark icon to add the comment to your "Favorites" or click the Plus icon to add to one of your "Personal Lists."
Comments	Personal Favorites List Filter	While searching for a standard comment from a comment's Insert Standard Comment modal, users can filter by their personal favorites lists. Select one of your Lists from the Personal Lists drop-down to show the comments in that List.
Comments Library	Option to Overwrite Existing Standard Comments	In addition to being able to download any existing standard comments from the Library, users now may reupload the downloaded comments to perform a bulk update to a set of comments. The download format now matches the upload template and includes the "Comment ID" which serves as a unique identifier to each comment. For each row in the uploaded file with a unique identifier, the existing standard comment in EPR will be located and subsequently updated with the information from the file.
Document Render	Rerun OCR During Re-Render Process	When a user re-renders a document, the process will now trigger the OCR and Sheet Numbering process to rerun as well. Rerunning the OCR and Sheet Numbering process will only attempt to recapture sheet numbers that were left blank.
Comments	Comment Modal Resize	Added the ability for the Comment window to be resized while open in the Review Page. Click and drag the bottom right corner of the window to resize.
Comments	Persist Comment Filters	While searching for a standard comment from a comment's Insert Standard Comment modal, the users filters will be persisted to the next search.
Comments	Move/Drag Insert Standard Comment Modal	While selecting a standard comment from a comment's Insert Standard Comment modal, users can now move/drag the Insert Standard Comment modal around the page, allowing for better visibility of the planset or comments list behind it.
Assignments Page Column Filter	Update the Columns to Display UI/UX	The Assignments page Column Filter configuration has been updated with a new UI/UX to make it easier to personalize a users preferred page view. The Columns to Display modal now allows for multiple columns to be moved at the same time between what is available and what is displayed. Additionally, the order in which the columns are displayed can be edited. Click and drag any column to re-order. When finished, click SAVE.
Review Page - Save Workspace	Persist PDF Text Search Feature	The PDF Text Search feature is now included as Review Page setting that can be persisted after clicking Save Workspace.
PDF Text Search Configuration Page	PDF Text Search Configuration Page Updates	The Rendering configuration page was renamed to "PDF Text Search" within the Settings. The page description was also updated and help text was added.
Shared License	Ability to Manage Logged-In Users	Administrators of an EPR instance with Shared Licenses can now see the current Shared License user(s) logged in from the Environment/License page in the Settings. In addition, administrators can force logout users as needed. The user being forced to logout will receive a message stating they are being logged out and will have 30 seconds to respond to stop the logout. A message will then display to the administrator indicating whether the force logout was successful or not.
Dashboard	Dashboard Configuration Settings	Updated the Dashboard Configuration Settings window.
Corrections Report	Comment Options Comment Disposition Configuration	Comment Disposition has been added as a Comment Option in Comments Report Templates. When selected, comments will display the status of the comment.

2.20.0 Bug Fixes

Component	Issue	Description
Corrections Report	Two-Column Reports Cut Off Images in Comments	Fixed an issue where comment images were cut off in two-column comment reports.
OCR & Sheet Numbering	Document Pages not Rendering	Resolved an issue with document pages not rendering.
Comments	Impact Value not Displaying After Saving	Fixed an issue where comment Impact values did not display after selecting an Impact value and saving the comment.
Comments	Group Association Caching Issues	Fixed a caching issue where revoking a user's Group association was not being reflected when inserting standard comments.
Comments	Save Button not Enabled After Inserting a Standard Comment on an Existing Comment	Resolved an issue where inserting a standard comment into an existing comment would not enable the Save button.
Review Page - Comments	Edit Access Denied for Administrators	Fixed an issue where Admins could not edit a comment from the Review Page if they are not associated with the Group that authored the comment.
ReviewSESSION	Invitation Management Window is Showing All Data Regardless of Pagination Settings	Resolved an issue where the pagination limit was not accurately limiting the number of records shown per page in the ReviewSESSION "Invitations" window.
User Profile	User Profile Remains Editable While Waiting for Save Process to Complete	Resolved an issue where a user could continue to edit their profile while waiting for the save to process after clicking SAVE.

Release 2.19.0 Enhancements January 14, 2024

Beginning with this release, users may notice several UI/UX changes resulting from updates to improve compliance with WCAG 2.1 aa standards (e.g., changes to how fields may display, how certain text is contrasted against backgrounds, as well as some general page layout changes).

WCAG outlines specific technical standards to make websites and other digital content accessible to people with disabilities.

Component	Feature	Description
Dashboard	Dashboard Configuration Settings	The Dashboard configuration settings have been renamed to "Arrange Dashboard" and moved to the top of the page. They have also been expanded to include toggles to show or hide the graphs and the ability to rearrange all dashboard components to your desired look. Click on a component toggle to adjust its visibility, and drag and drop to adjust how the components are organized. Configuration settings will persist after navigating away from the Dashboard and after each logout.
Account Lockout	Account Lockout Configuration Page	EPR Administrators now can configure account lockout settings from the Account Lockout page under the Configuration Settings. The Account Lockout Configuration is a crucial component for any modern security infrastructure, designed to empower organizations with granular control over their user account lockout policies. This intuitive and robust interface provides administrators with the tools they need to fine-tune security settings, enhance protection against unauthorized access, and mitigate potential threats.
Custom Labels	Project Details Field Configuration Page	EPR Administrators now can configure Project Details fields. From the Custom Labels page under the Configuration Settings, custom display labels may be created and applied to each available Project Detail field to align with local terminology/vocabulary. If no custom display label is set, the default field name will be used. These display labels will only be visible to licensed users. In addition, each Project Detail field's visibility and requirement may be configured.
Custom Labels	Project Address Field Configuration Page	EPR Administrators now can configure Project Address fields. From the Custom Labels page under the Configuration Settings, custom display labels may be created and applied to each available Project Address field to align with local terminology/vocabulary. If no custom display label is set, the default field name will be used. These display labels will only be visible to licensed users. In addition, each Project Address field's visibility and requirement may be configured.
Configurations	New General List Type	A new pre-configured General List Type, "District/County", can be managed under Settings/Configuration/Lists. "District/County" has also been added as a new address field under the Project DETAILS with drop-down options relative to the State selected on the environment's Address page.
Configurations	New General List Types	New configurable General List Types in Settings/Configuration/Lists: "Document Type" and "Attachment Type." Not to be confused with file formats, these lists are meant either to describe the nature of the files or to better help organize agency files. Descriptive Example: Calcs, Specs, Plans, Other. Organizational Example: Internally Created, Approved/Accepted, Not Acceptable, Other. The "Document Type" List includes preconfigured PLAN and OTHER values that should not be modified or deleted. The "Attachment Type" List includes a preconfigured Comment Attachment value that is used by EPR and should not be modified or deleted.
Assignments Page Column Filter	Document Type Column Filter	Added a new column filter option on the Assignments Page to display the Document Type of each document submitted for plan review.
Projects Page Column Filter	District/County Column Filter	Added a new column filter option on the Projects Page to display the district or county from the project's address.
Automated Distributions	Updated the User Interface in the Automated Distributions Configuration	The Automated Distributions configuration window has been improved to provide a cleaner user interface. Checkboxes have been replaced with drop-down fields to allow for easier multi-select capability.
Automated Distributions	Added the Ability to Configure Automated Distributions Based on the District/County	District/County has been added to the configuration of Automated Distributions. When provided in the project's address, the District/County will provide additional detail to further define Distribution Assignments. The District/County drop-down options are based on the State the Agency is in, as is provided under Settings/Environment/Address.
Automated Distributions	Added the Ability to Configure Automated Distributions Based on the Document Type	Document Type has been added to the configuration of Automated Distributions. When provided with the PDF plans, the Document Type will provide additional detail to further define Distribution Assignments.
Automated Distributions	Added the Ability to Configure a Due Date on Automated Distributions	Automated Distributions now support the configuration of Due Dates. Set how many weekdays into the future you wish for a new assignment to be due (i.e., 0 Days = Due Today, No value = No Due Date). Existing distributions will not have a due date configured by default but can be added as needed.
Stamp Management	Authorized Stamp Users	User access to stamps can now also be configured within each stamp record from the stamp library in Settings/Configuration/Stamps. Each stamp record has been updated to include an "Authorized Stamp Users" dropdown which will provide a list of all licensed users with Admin, Project Coordinator, Project Manager, Group Manager, or Reviewer user roles. Permissions to grant User Role access to view this field are as follows: Turn on View permission to "Access - Stamps Page" Turn on View permission to "Management - Stamp Management" and "Management - User Management" Permissions to grant User Role access to edit this field include those listed above and the following: Turn on Edit permission to "Management - Stamp Management" User Roles who have been given these permissions will be able to edit all stamps in the stamp library and their configurations.
Custom Stamp Template	Aggregated Status Stamp Template	A new custom stamp template has been created with a configuration to aggregate reviewer names and groups of the same assignment status. The reviewer's first and last name, the group of their assignment, and the date the status was changed will all be aggregated on the stamp. Select Aggregated Status - Preset 1 from the "Template" drop-down. Select an Assignment Status Parent Item from the "Aggregated Status" drop-down. Fill out the remaining field as needed and SAVE. Stamps will aggregate per document based on the Assignment Status Parent Item selected. For example, five (5) assignments for a document have been given an assignment status; three assignments are Approved, one assignment is Rejected, and one assignment is Active: IF the stamp is set to aggregate all Approved assignments, then ONLY the assignee of those three Approved assignments will appear on the stamp. IF the stamp is set to aggregate all Rejected assignments, then ONLY the assignee of the Rejected assignment will appear on the stamp.
Stamp Management	Ability to Duplicate Stamps	For custom stamps, the ability to duplicate existing stamps has been added to the Stamp Management page under the Configuration Settings. Users with permission may now create a copy of an existing stamp by clicking the Duplicate button. Upon confirmation, the new stamp name will be "[Original Stamp's Name]_copy" and all stamp configurations will have been copied except for Authorized Stamp Users and the Aggregated Status. Image stamps can also be duplicated, however, the images themselves will not be copied and will need to be re-uploaded, and name will not get updated.
Comment Report	Include Valuation Field in Comment Reports	Comment Report templates can now be configured to include the project valuation. Valuation is an available "Project Fields" option that, when turned on, displays the value provided in the Valuation field under the Project DETAILS. The valuation amount is automatically rounded to the nearest dollar on comment report previews and on the generated PDF or Word attachment.
Comment Report	Sort Comment Report by Impact	Impact has been added as a Sort Option in Comments Report Templates. When configured as the Primary Sort option, the sort order value is followed. Otherwise, sorting occurs alphabetically.
Comment Report	Display Sort Option Labels	EPR Administrators can now configure single-column comment reports to display labels for the secondary and tertiary sort options. Toggle on Display on Report under the report template's Sort Options section to display the secondary and tertiary sort options alphabetically as subheadings below the primary sort label. However, the tertiary sort option will only be displayed if it is not comment specific. (i.e., Group or Filename)
Standard Comments	Download Standard Comments	Added the ability to download existing standard comments from the Standard Comments Library. After selecting one or many standard comments, click the Download button to download the selected comments into a spreadsheet that matches the format of the upload template.
Comment Search	Improved Search Query	Comment search functionality has been enhanced to allow users to now query comment tag numbers. Search functionality is available from both the Project COMMENTS tab and the Review Page's Markup Panel.
Comments	Updated History Tracking in Comment Logs	Comment LOGS have been updated to restore the user responsible for each recorded update.
Document Upload	Virus Scanning for Incoming Files	Amazon's antivirus service for AWS has been implemented to automatically perform a scan on all new files uploaded.
Project Documents Tab	Ability to add a Document Type or Attachment Type to Files During Upload	When uploading new files from the Project's DOCUMENTS tab, users may optionally designate a Document Type for plans or an Attachment Type for attachments.
Project Documents Tab	Editable Document Type Field	The Document Type can be updated from the document's Details page under the DOCUMENTS tab once the intake process has been completed and at any time during the first submittal only. This is not editable during subsequent submittals as the Document Type listed during the first submittal will persist.
Project Documents Tab	Create a Document Display Name	Users with proper permissions can now edit a document's display name from the Project DOCUMENTS DETAILS tab. The Document Display Name will replace the current submittal's filename wherever it is displayed in EPR. Any subsequent submittal will inherit the Document Display Name with the option to update or remove it, as needed. When deliverables are packaged, the current submittal's original filename - not the internal Display Name - is used in the zipped file.
Project Attachments Tab	Adding an Attachment Type to Attachments	When uploading a new attachment under the Project's ATTACHMENTS tab, users may designate an Attachment Type. The default value is "Comment Attachment" but can be changed when other values are available. Additionally, existing attachments can now be edited to add an Attachment Type or update the current Attachment Type.
ReviewSESSION	Manage ReviewSESSION Invitations	ReviewSESSION invitations can now be tracked via a new Invitation button on the Project COMMENTS tab. The Invitation button is only visible when there are active sessions. Users with permission can manage an expiration date by clicking the Edit button or end a session early by clicking the Delete button. Guests already logged in at the time their session expires will remain logged in until they log out or are logged out by an Admin. In addition, new "Project - Review Session Invitation" Permissions have been created to manage user access. By default, only Administrators can view and edit invitations.
Review Page Comments	Pinned Comments Remain Expanded When Repositioning	When repositioning comments that have been pinned open, the comment's profile (size and shape) is now visible for users to ensure an accurate placement. The profile will display in the user's group color for saved comments. However, comments that have recently been pasted and not yet saved, due to being copied or moved, will display a system-default blue profile.
Review Page Comments	Adding an Attachment Type to Comment Attachments	When uploading a comment attachment, the Attachment Type is defaulted to "Comment Attachment" but can be updated before or after the attachment has been uploaded.
Review Page Stamps	Auto-snap Stamp Location	When placing a stamp across multiple pages, the stamp will automatically be repositioned to fit within a page's printable area if it would have otherwise extended outside of it.
Review Page - Thumbnail Panel	Ability to Search PDF Text	Users now have the ability to search for text within plan review files on the Review Page. With the help of existing OCR technology, additional server-side services have been implemented to enable capture and return of document text results for real-time searches. Users must Enable PDF Text Search from the Thumbnail Panel or thumbnail pop-out window's search field to toggle the results that can be queried. Only the pages which have the keyword on them will be listed. *To enable this feature, contact e-PlanSoft. Additional charges may apply.*
Print PDF	Print PDF Setting to Include Comment Responses	Comment responses can now be included in the printed PDF of the plans for users who generate reports manually. This can be done one of two ways: 1. Select the option from the Print Preview within the Review page and download a local copy. 2. Select the option from the Printer Render Settings on the DELIVERABLES tab and return the packaged deliverables. Note that comment responses will not display when viewing a preview in the Review Page.
Deliverables	Append Individual Filenames	When packaging a project's deliverables, users now have the option to append the filename of any marked-up plan being returned. Neither the filename of the zipped package nor the filename of included attachments will be affected. Some special characters (!, ', ;, @, &, =, , (comma), [, and ]) are permitted in the appended filename as this is an outgoing file and does not need to be checked by Scout.
System	Updated Data Encryption	Data is now encrypted into AES-256.

2.19.0 Bug Fixes

Component	Issue	Description
Pagination	Total Number in Pagination not Decreasing	Fixed an issue where pagination was not being accurately displayed when adding projects under a user profile.
Notifications	Comment Response Email Notification Pulling Incorrect Groups	Resolved an issue where the wrong Group information was being returned in comment response email notifications.
Review Page Comments	Repositioning Comment Tag Shows Incorrect Tag While Moving Cursor	Fixed an issue where the wrong comment tag profile was displaying while attempting to reposition a comment.
Markups Report	Selecting a Report Template Automatically Closes the Modal	Resolved an issue where the Markups Report modal would prematurely close after clicking the desired template.
Review Page Markups	Text Box Callout not Able to Change Color	Fixed an issue where users couldn't change the color of a Text Box Callout.
Review Page	Pressing Escape Closes the Panels and Distorts the Map	Resolved an issue where pressing the Escape key while in the Review Page would close both the Thumbnail Panel and Markups Panel, and would distort the document page.
Review Page Comments	H1 Text Getting Cut Off	Fixed an issue where pinned-open comments on the Review Page would cut off text that was using the Header (H1) font size from the comment's rich text editor.
Review Page Comments	Standard Comment Library not Loading in Comment Modal	Resolved an issue where clicking "Insert Standard Comments" from within a Review Page comment would not load any results.
Review Page	Review Page Stuck on Initiating	Fixed an issue where the Review Page would fail to load.
Review Page Stamps	Multi-Field Stamp Checkboxes not Working	Resolved an issue where multi-field stamp checkbox configurations were not being relayed to the stamps displayed content.
Print Preview	Text Boxes with Callouts do not Display in the Printed PDF	Fixed an issue where Text Box borders with Callouts would be hidden on printed PDFs.

Remote Login	Remote Login Attempts Prompt an Invalid Password Error	Resolved an issue where the remote login feature was not working for some users.
Deliverables	Check-In Button Is Missing	Fixed an issue where the Check-In button to return projects to the integrated partner was missing.
System	Performance Issues	Resolved an issue where some users were experiencing long delays with api calls.
System	Unexpected Log Out	Fixed an issue where some users were getting booted from the environment, unexpectedly, multiple times per day.

Release 2.18.0 Enhancements July 09, 2023

Component	Feature	Description
Review Page Markups	Copy/Paste Markups	Based on a user's existing Review Page edit permissions, all markups except for stamps can now be copied using the keyboard shortcut Control + C (Windows) or Command + C (Mac). Markups can be pasted to any document page using the keyboard shortcut Control + V (Windows) or Command + V (Mac). Pasted markups are offset by 10 pixels vertically and 10 pixels horizontally by default. Control + Z (Windows) or Command + Z (Mac) can be used to undo a pasted or deleted markup.
Review Page Markups	Double-Click to Reposition Comments & Stamps	Double-click on a placed comment or stamp to activate the reposition function. Choose a new position on the same document page and single-click to place the selected comment or stamp. (Previous options for moving comments and stamps are still available.)
Review Page Comments	Move Comments	Added the ability to move a selected comment from one page to another. Cut/Copy the comment by clicking Control + X (Windows) or Command + X (Mac). Paste the comment onto a different page by clicking Control + V (Windows) or Command + V (Mac). The pasted comment is offset from the position of the original comment by 10 pixels vertically and 10 pixels horizontally. If a user pastes the comment to the same page of the document, it will be treated as a copied comment instead of a moved comment.
Email Notifications	New Email Notifications for Comments	Users who subscribe to the "Comment - Allow Response" notification under their user profile are now able to receive additional email notifications. The following scenarios will trigger new email notifications: The user created the original comment AND another user marks a comment assignment as complete/incomplete The user previously responded to the comment AND they did not create the original comment The user is currently assigned to a comment they did not create AND a new response was added by another user The user is newly assigned to the comment AND they did not create the comment The user's existing comment assignment was marked complete/incomplete by another user
Stamp Management	Update Field Name	The "Template Name" field within Custom Stamp Templates has been renamed to "Stamp Name".
Custom Stamp Template	Address/Firm Toggles	The Address and/or Firm can be toggled on or off by administrators (in the custom stamp configuration) as well as by the user (right before placing the custom stamp).
Custom Stamp Template	Multi-Field Stamp Template	Administrators can create up to 12 custom fields on a custom stamp. Each custom field has a fixed text size with a 30-character limit and is created as one of four different Field Types: a text field, a dropdown, a checkbox, or a date. The custom field formatting is preconfigured to display up to 6 fields per column with up to 2 columns (for 12 fields maximum). Users can manage which custom fields are visible and can edit the Field Label and Field Value of each custom field prior to placing the custom stamp.
Comment Report	Export Comment Report as a Word Document	Comment Reports can now be generated as a Word document (.docx) in addition to PDF. Select your preferred file format next to the filename of your comment report prior to creating it.
Thumbnail Panel	Popout Window Navigation Updates	The Thumbnail Panel's popout window now has: Keyboard navigation: similar to the Thumbnail Panel's keyboard navigation, users can navigate between thumbnails in the pop-out window by using the arrow keys and can select a thumbnail to open within the Review Window by clicking Enter. Scrolling: a scroll bar allows users to scroll through all pages within a document. This replaces the navigation buttons that were available only when viewing a document with more than 15 pages. Responsive resizing: the document pages will always display as 5 pages across with no limit to the number of rows, regardless of window size. Previously, the pop-out would display 5 pages across with a maximum of 3 rows (or 15 pages total).
Review Page Header	Menu Navigation	Quick access options are now available for Assignments and Attachments from the Header's Menu on the Review Page. Clicking on either option will navigate the user to the corresponding project tab. Hovering over either option will open a submenu with additional information. The Assignments option displays three (3) additional navigation options: My Assignments displays assignments that are assigned to the current user. My Groups displays assignments that are assigned to any Group(s) the current user is associated with. Other Groups displays all other assignments that are assigned to Groups the current user is not associated with. Clicking on any other assignment will reload the Review Page and load the selected assignment. The Attachments option displays all the project's supporting documents. Depending on the user's browser settings, clicking on an attachment will either download or open in a new browser tab.
Comment Report	Expanded Report Naming Options	Updated the comment report template to provide users with more choices of information to include in the report name. The full list of choices now includes Project Number, Project Name, Project id, Review Type, Comment Group Label, Date & Time, and Template Title (new options in bold). Administrators can select up to five (5) filename options total and preview a "Sample File Name" before committing to the selections. Existing comment report filename configurations will be persisted automatically.
Dashboard	Improved Loading Times for Dashboard Graphs	For agencies with large amounts of data, updates were made to the Dashboard to improve loading times.
Dashboard	My Assignments by Due Date Graph Update	Changes were made to the Dashboard graph "My Assignments by Due Date" to improve the queried results displayed. It will now display assignments with an Assignment Status associated to parent items Active or Not Started and only from Projects in the Open Project Status. The graph was also renamed to "My Open Assignments by Due Date".
Sheet Number Tab	Improved OCR Performance	Changes were made to improve the optical character recognition (OCR) performance. As a result, the images that are displayed when users toggle Show Sheet Number or use the Reorder Pages feature is now wider and shorter. .

2.18.0 Bug Fixes

Component	Issue	Description
Comment Report	Unable to extract a comment report from a .zip file	Fixed an issue where some users were getting an error when attempting to open or extract a comment report from a .zip file.
Sheet Number Tab	Read-Only users can hide/unhide sheets	Resolved an issue where a Read-Only user was able to hide sheets for review and/or deliverables.
Review Page Markup Panel	Restore Comment Disposition Filter	Fixed an issue where the Comment Disposition filter was inadvertently hidden within the Markup Panel's Comment Pane filters.
Browser Cache	Recent Updates Not Showing Up As Expected	Resolved caching issues where changes to certain components did not get immediately reflected and could result in errors.

Release 2.17.0 Enhancements March 26, 2023

Component	Feature	Description
Project Comments Tab	Export Comment Responses	Users can now export a full list of project comment responses into an Excel file by first selecting one or more comments from the Project Comments tab and clicking EXPORT COMMENTS INCLUDING RESPONSES. All project comment responses will be exported regardless of which comments are selected.
Project Assignments Tab	Batch Delete Assignments	Users with proper delete rights can now delete multiple assignments at once from the Project Assignments tab. Select assignments to delete by clicking the checkbox and click DELETE ASSIGNMENTS. Users that have the proper delete rights will have to confirm their decision to DELETE the selected assignments from the "Delete selected records" pop-up. Users without delete rights will receive an error.
Assignments Page Column Filter	Approved Date Column Filter	Added a new column filter option on the Assignments Page to display the date for when an assignment status was most recently set to 'Approved' or an equivalent status.
System-level Reports	New Report with Filters (All Projects)	Added a new Project report called "All Projects" with advanced report parameters.
Project-level Reports	Markups Report	A Markups Report providing a summary of all markups placed on a planset can now be manually generated through the Project Deliverables page. Select the document from the Deliverables Tab and click MARKUPS REPORT. The list of existing single-column report templates appears and any one of these can be selected to serve as the template for the Markups Report. Choose a template, update the filename if desired, and create the report. The generated report will now be available as an attachment to include in the Deliverables package.
Dashboard	Dashboard Table Refresh Buttons	Refresh buttons have been added to the Projects Awaiting Intake and Projects in Cycle Complete tables within the Dashboard to reload the table contents without reloading the entire page.
Permissions	Read-Only Users Can Download .zip Files	Users with a Read Only License can now download zipped packages from the Project Deliverables page.
Toolbar Comparison Tool	Include Project Number in Paired Window	The Project Number is now displayed in the Paired Window feature on the Review Page.
Review Page Thumbnail Panel	Thumbnail Badge Indicates the Presence of Stamps	Stamped document pages will now display a badge on their corresponding Review Page thumbnail to indicate they have been stamped.
Project Assignments Tab	Bulk Assignment of Multiple Documents	Users with rights can now create review assignments for multiple documents at once when working on projects with multiple documents. Click Add Assignments (+) in the bottom right, open the "Documents" drop-down, and select the document(s) you wish to create assignments for. At a minimum, select a Group for the assignment and CONFIRM.
Distributions Page	Increased Table Size and Scrolling	The Distribution Page now has a vertical scroll and the configured automated distributions table has been enlarged to display more distributions at once.
Project Comments Tab	Comment Pop-up Remains Open After Saving	When viewing comments from the Project Comments tab, if the user makes a change and then tries to navigate to the next comment, they will be required to confirm and lose changes or stop and save those changes before navigating away.
Comments Report	Prevent Images from Being Cut Off	If a comment with an inserted image cannot completely fit together onto the current report page after the previous comment, the newer comment + image will both be moved to the next page. This should reduce the potential for cut-off images in the report.
Review Page Header	Restore Workspace Settings Button	A Restore Workspace Settings button has been added to the Review Page Header to allow users to revert their page view back to their most recently saved workspace settings without refreshing the browser and losing any unsaved markups. Workspace Settings that will get restored include the Markup Detail window position, the Toolbar position (won't restore Toolbar rotation), document zoom level, document placement, and LAYERS settings.
Comments	Sort Comment Responses Chronologically	Previously, any changes to the content of a comment did not display in the comment's Responses tab. However, if the disposition of the comment was changed, the comment changes would then also display as an update. This could be confusing. Now, comment changes - whether they are text changes or disposition changes - will display chronologically in the Responses tab.
Project Comments Tab	Comment Badge/Notification UI Changes	The unread response icon next to a comment will now display in the same blue color as the badge notification icon until the response has been marked as read. A new icon will display next to a comment that has been assigned to the logged-in user. The icon will display in the same brown color as the badge notification. Once the assignment is marked 'complete' or is no longer assigned, the icon will disappear.
Review Page Thumbnail Panel	Thumbnail Panel Keyboard Shortcut	Users can now utilize new keyboard shortcuts to navigate between thumbnails and open document pages from within the Review Page's Thumbnail Panel by clicking Page Up and Page Down. CTRL + 9 in Windows (⌘ + 9 on Mac) will close the page that is currently open within the Review Window.
Toolbar Highlighter Tool	Change the Highlight Opacity	The Highlighter tool's Markup Detail settings have been streamlined to remove an unused line style/weight feature and enhance the opacity option to allow for adjusting highlights between 20, 40, 60, and 80% opacity.
Review Page Workspace Preferences	Auto-enable Responses on New Comments	A new toggle has been added to the Review Page's Workspace Preferences that will allow a user to automatically enable comment responses for every new comment added.

2.17.0 Bug Fixes

Component	Issue	Description
Review Page Review Window	Closing an active page tab doesn't open the next available tab	Fixed an issue where closing the active page tab within the Review Window wouldn't automatically open the next available page tab when multiple tabs are open.
Review Page Thumbnail	Thumbnail image not reflecting accurate rotation after saving a page rotation	Resolved an issue where the thumbnail image of a saved page rotation was not reflecting the saved page rotation upon refresh.
Review Page Review Window	Review Window displaying different pages when switching between submittals	Fixed an issue where the Review Page would display different pages when switching between submittals.
Toolbar	Text box text not wrapping appropriately	Resolved an issue where the text within a text box would not appropriately wrap within the bounds of the text box.
Permissions	Project Deliverable Permissions page displays incorrect Permission Type	Fixed an issue where some environments displayed incorrect Permission types.
Permissions	Access Permissions not accurately updating	Resolved an issue with Page Access Permissions.

Release 2.16.0 Enhancements December 18, 2022

Component	Feature	Description
Review Page Workspace Preferences	Auto-Save Markup Frequency	EPR users now have the option to enable an auto-save feature in the Review Page to ensure that markups are saved in the event the user is automatically logged out due to inactivity (token expiration). Previously, users would be automatically logged out of EPR after 12 hours and would not have the opportunity to save any unsaved markups. From the Review Page's Workspace Preferences, an auto-save feature can be enabled by choosing how frequently users want their markups to be saved from the drop-down.
Markups Panel	Measurements Tab	The Review Page's Markup Panel has been updated to include a new Measurements Panel. Broken down by Calibration Scale, the Summary provides the total Distance and Area calculations for the current page, as well as document-wide totals. Distance and Area list their total calculations, respectively, for the document page being viewed.
Markups Panel	Sketches Tab	The Review Page's Markup Panel has been updated to include a new Markups Panel. Any markups applied to the document will now display a markup record with the markups category, location, and date/timestamp along with the Group and user that applied the markup. Clicking the Markup tag will automatically navigate users to the markup, center the Review Window around the markup and open the Markup Detail window.
Thumbnail Panel	Thumbnail Displays Page Orientation	When users rotate a document page to a portrait orientation and apply the Save Page Rotation tool, the thumbnail will now display in portrait orientation after the page is refreshed.
Create a Text Box Tool	Text Box Tool Callouts and Borders	The Create a Text Box tool has been improved to include the following enhancements: Option to add Callout Arrows to the Text Box. Callout Arrows can be anchored to the center of any side of the Text Box. Text Box border color, Callout Arrows, and line styles are editable. Note: If a deleted Text Box/Callout is restored, it will have its previous border and font settings and callout arrows (if any).
Markup Detail Window	Measurement Label	Once a Calibration Scale has been set, a measurement label can now be displayed for sketches. Toggle the Measurement Label on in the Markup Detail window.
Markup Detail Window	Radius Measurement	After Calibrating the document in the Review Page, the Markup Detail window will now display the radius calculation for a circle sketch once applied.
Markup Detail Window	Angle Measurement	After Calibrating the document in the Review Page, the Markup Detail window will now display the measured angle after the Calculate an Angle tool has been applied.
Line Tools	Remove Opacity Control	The Opacity drop-down has been removed as an option in the Markup Detail for a Line tool sketch (Draw a Line, Draws a line with an arrow, and Freehand Drawing Tool).
Comments	Enable Comment Response from Comment Preview	Users can now use the Response button in the Comment Preview to enable responses. Previously, the button was only used to quickly navigate to the "Responses" tab and responses could only be enabled from within the Comment Details.
Measurement Tools	Default Calibration Scale	After Calibrating the document, EPR will automatically use the set Calibration Scale as the default Scale for all Measurement Tools, as long as only one Scale has been calibrated. If more than one Scale has been calibrated, users will need to manually select which Scale their Measurement Tool should utilize before applying it.
Comments	Comment Assignment	Users can now assign a Comment to another Project Team Member to inform them that a reply is requested. Comments can only be assigned after responses have been enabled. A notification badge will be displayed when you have been given a Comment Assignment. Comment Assignments are displayed within the Comment Responses tab and can be marked 'Done' once a reply has been added.
Comments	Moveable Reply Window	When adding a reply to a Comment, the Reply window can be moved to allow users to see the Comment they are replying to.
Comments	Comment Images	Images can now be inserted into Comments. Image file types that are supported include .jpg, .jpeg, .png, and .tiff. Users can insert an image using the Insert Image button in the Comments editor but cannot be inserted by dragging and dropping or copying and pasting. File size must not exceed 10 MB and will be automatically resized to fit on its own line within the Comment. Pinned Comments will display the inserted images on the Review Page but will not be visible within the pinned Comment once printed. Comments Reports will display Comment images by default but can be configured to substitute the image with a placeholder via a hyperlink to the full-resolution version. Comments that have an image will display an icon in the Comment Panel preview in lieu of a thumbnail of the image itself.
Project Comments Tab	Comment Pop-up Window Remains Open After Saving	When editing a Comment in the Project Comments tab, the Comment window will remain open after applying any saved changes. Previous functionality would close the Comment window after saving.
Comments	Unpublished Comments	The Comment Preview tool tip for the Private/Public button has been renamed to Unpublish Comment/Publish Comment. If a Comment has been unpublished by the author, Administrators can now see the unpublished Comment in the Comments Panel and in the Project Comments tab, and can publish it on behalf of the author. Before, only the author could see and publish their own unpublished Comment. The "Comment - Unpublished" Permission can be updated to allow other User Roles the same rights, if needed.
Comments Report	Comments Report Rich Text Editor	A new rich text editor is available in the Comment Report template. There are now options for bold and italicized text, adding numbered lists, inserting hyperlinks, and other rich features.
Comments Report	Include Comment Responses in Comments Reports	Comments Report templates can now be configured to include responses that have been added to Comments. Include Comment Responses is an available "Comment Option" that, when turned on, displays all updates to a Comment, as visible in the "Responses" tab of a Comment.
Assignments	Success/Fail Pop-up when Reassigning Assignments	If any assignments are unsuccessfully reassigned during a bulk reassignment attempt from either the global Assignments Page or from the Project Assignments tab due to permissions, a Permissions Error pop-up window will now appear indicating the number of assignments which were successful and how many failed; any failed reassignments will be listed in the pop-up window. Any successful reassignments will update accordingly in the record table as it currently does. (Entirely successful bulk reassignments will not trigger a pop-up.)
Project Revisions Tab	Master Project Number Search Results	Improvements were made to the search query in the Project Revisions tab's project-linking search to support environments with over 10,000 Project records.
Reports	Report Filter	The Reports Page has been updated to include a Filter button on each Report. Clicking the Filter button will open a "Report Parameters" pop-up to allow users to refine the data being exported.
Permissions	Export Permissions List	Administrators can now export the existing Permissions list (Settings/Security/Permissions) to an Excel spreadsheet.
Permissions	Permission Checks	Updated user permissions check to improve performance.
Users Page	License Type Filter & Column Changes	The Settings/Security/Users Page has been updated to include a License Type column in place of the Employer column. The User Role column has also been updated to display the full User Role name instead of an abbreviation.

2.16.0 Bug Fixes

Component	Issue	Description
Comment	Bad HTML inserted into Comment.	Fixed an issue where a bad HTML inserted into a Comment would break the printed PDF.
Comment	Blank Comments in Review Window	Resolved an issue where editing Comments tied to a deleted plan set would fail to display changes in the Comment pop-up.
Comparison Tool	New single-page overlay can be applied with the document-wide overlay enabled	Fixed an issue where users could trigger a new single page overlay when a document-wide overlay was already applied.
Markup Detail Window	Markup Detail window not updating after resizing measurements	Resolved an issue with the Markup Detail for a measurement did not reflect updated measurement calculations after resizing.
Comparison Tool	No error message displaying when Project search doesn't return results	Fixed an issue with the Comparison tool's Project field not displaying an error when a Project isn't found or if the user didn't have Permissions to access the Project.
Calibration Tool	Overwriting a set document-wide scale doesn't trigger a warning	Resolved an issue where a warning was not provided when replacing the set document-wide scale with a new scale calibration.
Comment	Comment logs are blank	Fixed an issue where Comment logs showed no activity history (were blank).
Calibration Tool	Changing the calibration scale for a sketch enabled a measurement tag to display	Resolves an issue where a measurement calculation tag displays on sketches after changing it's calibration scale in the markup detail window.
Calibration Tool	Disappearing measurements	Fixed an issue with disappearing measurements that were placed using a new calibration scale that was not saved to the document.
Show Scout Results Button	Clicking Show Scout Results wouldn't show results	Resolved an issue where clicking Show Scout Results would not display the Scout results in the Project > Documents > Submittals tab.
Project	Project Status is not automatically updating to Cycle Complete	Resolved an issue with the Project Status not automatically updating to Cycle Complete after Assignments were Approved.
Review Page	Some Contributors cannot access the Review Page	Fixed an issue where users with a Contributor License could not access the Review Page on certain Projects.
Project Sheet Numbers Tab	Sheet Numbers tab showing wrong sheet numbers	Resolved an issue where the Project's Sheet Number tab was showing the incorrect sheet number for some document pages.
Comments Report	Default Settings	Resolved an issue where the default configurations in the Comments Report template's "Comment Options" section were not preselected.
Scout Page	Scout Configuration Page is blank	Resolved an issue where the Settings/Configuration/Scout page was blank.
Time Tracking Tool	Submittal selection defaults to "None"	Fixed an issue with the time tracker in the Project Assignments tab where it would default the "Submittal" drop-down option to None, causing an error if a user attempted to save their time without first selecting a Submittal.
Review Page	Database Timeouts	Resolved an issue where a large number of sketches were resulting in Review Page loading errors.
Comments Report	Display Project ID Suffix in Report Filename	Fixed an issue where the Project ID would not display as a suffix in the filename when toggled on in the Comments Report template. The Project ID that displays in the database, not the EPR Project Number, will now be displayed as a suffix to the Report filename.

Release 2.15.0 Enhancements September 5, 2022

Component	Feature	Description
Project Comments Tab	Unread Comment Notifications	When response has been enabled on a Comment, users will now see a badge on the Project Comments Tab that displays the number of Comments with unread replies. Comments with unread responses will be marked with an unread message icon and will display the most recent reply to the Comment below it. The responder's name, the response date, and a preview of the response will be visible in the Comments Tab. The unread response will be highlighted in the Comment's Response Tab and will be marked as 'Read' as soon as the user hovers over the Reply. Users can also filter by Comments that have unread responses. All Comments that exist prior to the release of this feature will be marked as "Read".
Scout	Scout Configuration Page	EPR Administrators now have the ability to toggle individual checks that Scout conducts for uploaded documents from the Settings/Configuration/Scout Page. Scout only needs an EPR login if it is a standalone product OR if EPR is connected to an integrated environment other than goPost. If goPost is connected to EPR, goPost will handle the Scout checks for the connected EPR environment. Scout credentials are preconfigured for each environment.
Review Page - Measurement Tools	Multiple Calibration Scales	EPR users now have the ability to make a variety of measurements using different scales on the Review Page. When prompted to create a unit of measurement for the calibration scale, a 'Save As' drop-down is available to apply the scale document-wide or specific to the page. Up to six (6) Calibration Scales can be set, one (1) Document-wide Scale and five (5) Document Page Scales, and are available to choose from when using the Measurement Tools. As soon as a Measurement Tool has been selected, a pop-up will prompt the user to select one of the existing calibrated Scales to use for the calculation. A warning message will pop-up when attempting to recalibrate an existing Calibration Scale, resulting in overwriting the calibration and recalculating all existing measurements in the document that use the existing Scale, if confirmed. All existing Projects with measurements will utilize "Scale #1".
Review Page - LAYERS	Batch Delete Sketches	From the Thumbnail Panel's LAYERS Tab, users can delete all sketches on the current document version or for each Group on the current document page or the entire document, based on the Group(s) the user belongs to. The Delete button will not appear if a user does not have permission to one or more Groups listed. Permissions to mass delete are based on existing delete permissions for each User Role while on the Review Page. If necessary, Administrators can track the deletion in the Event Logs.
Review Page - LAYERS	Undo Delete/Restore Sketches	If sketches have been deleted from the Thumbnail Panel's LAYERS Tab, users can restore the sketches they deleted on an entire document or specific page, in its current version. Clicking the Restore Sketches button only undoes the most recent deletion of sketches. Users may need to refresh the Review Page or reload the LAYERS Tab for the icon to appear. If a markup is placed after deletion and then the deletion is undone, both the restored sketches and the recently placed sketch exist. The Restore Sketches button will not undo individual deletions.
Project Comments Tab	Comment Navigation	EPR users now have the ability to quickly navigate between Comments from the Project's Comments Tab. Opening a Comment will pop-up the Comment modal. Within the Comment, users can navigate to the previous/next Comment without exiting the Comment modal pop-up by using the navigation arrows in the top right. Comments available for navigation are based on filtered results and the sort order of the Comments within the Project Comments Tab. If a user has unsaved changes, a warning pop-up will appear when attempting to navigate to the previous/next Comment.
Review Page - Comments	Move/Drag Comment Modal	While creating a new Comment or editing a Comment on the Review Page, users can now move/drag the Comment modal around the Review Page, allowing better visibility of the planset behind the Comment modal.
Assignments Page	Assignments 'Status Change Date' Column Filter	The Assignments Page Column Filters now include a 'Status Change Date' option that will provide the date when the Assignment Status was last updated and allows users to sort Assignments by their most recent Status update.
Assignments Page	Bulk Reassign Assignments	From the Assignments Page, users can select multiple Assignments and perform a bulk reassignment across multiple Projects by clicking Edit Assignments. In the User drop-down, only Active users who belong to the Group of the Assignment(s) will be available to reassign. Permission to reassign Assignments from the Assignments Page is granted according to the configured Permissions for editing Assignments within a Project. Users without proper Permissions will see a pop-up message in the upper right corner of the page indicating they are not authorized to perform the action. In the same way that a user is automatically added as a Project Team Member when assigned to an Assignment, the reassigning of Assignments will also automatically add the new assignee as a member of the Project, if they are not already a member, but does NOT change the ownership/authorship of the Assignment's existing Comments or Markups.
Comments Report	Two-Column Comments Report Page Numbers	Comments Reports utilizing the Two Columns Template Style Option now include page numbers at the bottom of the Comments Report, once generated within the Project.
Comments Report	Attachment Links in Comments Report	Attachments uploaded to a Comment can now be associated with the Comment included in the Comments Report via a hyperlink. Attachment Hyperlink is an optional Comment Option within the Comments Report Template that can be turned on/off if desired. The hyperlink will provide cloud access to the saved file for Applicants, eliminating the need to return each Attachment in the Deliverables Package and referring to the file in the body of the Comment. Clicking the hyperlink will automatically download the attachment locally. Users can just send a Comments Report and marked-up planset to reduce the size of the Deliverable returned.
Review Page - Overlay Control Panel	Compare Documents from Different Projects	The Overlay Control Panel Tool allows users to compare document pages from the current Project to document pages from another Project in EPR. Users can now search for another existing Project from the Overlay Control Panel by providing the exact Project Number. If the Project does not exist or the user does not have permissions to the Project, a warning message will appear. If the Project is found and no warning message appears, users can choose a document, document submittal, and document page to compare to.
Review Page - Markup Detail	Additional Markup Detail Information	Hovering over a measurement with the Move, Pan, Select Tool selected on the Toolbar will display the Calibration Scale the measurement is using, the distance, or the area of the respective measurement in the Markup Detail window.
Review Page - Measurement Tools	Selectable Markup Scales	Currently, if a Calibration Scale has previously been set, markups, with the exception of Stamps and Comments, utilize the Scale to display area and distance calculations as they are being drawn but do not permanently display the calculation the way measurements do. Users can now change the Calibration Scale for each individual markup except for the Text Box, Stamps, and Comments. By default, markups will apply the following logic when being placed to determine which Calibration Scale to use: 1. If Scale #1 is the only Scale set OR if any other Scales are set along with Scale #1, EPR will set the default to Scale #1. 2. If the Document-wide Scale is the only Scale set, EPR will use the Document-wide Scale. 3. If no Scale has been set, calculations will not be shown while a markup is being drawn. With the Move, Pan, Select Tool selected, click a markup to edit it, and select the drop-down arrow next to the Calibration Scale in the Markup Detail window. If any other Calibration Scales are set, they will appear as options to choose from and will dynamically update the calculation of the markup being edited, according to the Calibration Scale chosen. Markups will only display calculations while being drawn or in the Markup Detail window after being placed.
Review Page - Comments	Automatically Pin-Open New Comments	The option to have any new Comments automatically pinned open upon placement is now a toggle that each individual user can enable on the Review Page. To do so, open the Workspace Preferences from the Navigation Menu and toggle ON Pin-Open New Comments by Default.
Project Assignments Tab	Time Tracking	Reviewers can now track time spent on an Assignment from the Project Assignments Tab rather than having to navigate to the Review Page. Click the Time Tracker icon next to your Assignment, click the Plus (+) button in the bottom right, and input the time spent performing the review.
Comments Report	Append Comments Report Filename with Date & Time	Comments Report Templates can now be configured to display a dynamic Date & Time stamp suffix after the filename. Within a Comments Report Template, the Suffix filename with date & time toggle can be turned on so that when a Comments Report is generated, the Report filename will automatically display the current date & time, according to the user's timezone.
User Profile	Auto-add OTAG Group when Promoting a Contact to a Contributor Role	Previously, if a Contact was promoted to a User with the Contributor Role, they were not provided membership to the One-Time Access Group (OTAG) which would grant access to Projects for Comment Responses. Now, when a Contact is promoted to a User and is given the Contributor Role, if a License is available, the One-Time Access Group (OTAG) membership is automatically added to the User's Profile.
Review Page - Overlay Control Panel	Auto-Apply Overlay on All Pages	Users can now apply an overlay across all pages in a document from the Review Page Overlay Control Panel. Toggle Auto-Apply Overlay on All Pages ON to add the overlay based on the document and submittal version selected. Click Add Overlay to trigger the overlay to be created on each document page opened. While the Auto-Apply Overlay on All Pages toggle is ON, no new single-page overlays can be activated. When the Overlay Control Panel window is exited out on any page, the overlay is removed for all pages. If the Review Page is refreshed, the document-wide overlay will not persist.
Review Page - Thumbnail Panel	Submittal Version Thumbnail Tags	Within the Review Page Thumbnail Panel, each thumbnail now displays submittal version tags to indicate which submittal the new version of the document page was uploaded with. Agencies utilizing Partial Submittal no longer have to rely only on the thumbnail's teal border to indicate new or changed pages for the current version. Now, submittal version tags can be displayed on each thumbnail to show how many versions of a document have been uploaded to the Project. If a new/changed page was uploaded during a submittal, the tag on that page will display teal text to indicate it is new/changed. Clicking on a tag will open the document in the version clicked for all pages. Optionally, Submittal Version Tags can be turned off from the Navigation Menu in Workspace Preferences by each individual user. By default, Submittal Version Tags are displayed.
Correction Report	Comment Options Category Configuration	Category has been added as a Comment Option in Comments Report Templates. When selected, Comments will display the associated Category.
Review Page - Thumbnail Panel	Thumbnail Markup Badge	When markups have been saved to a document page within the Review Page, a badge will automatically be added to the corresponding thumbnail in the Thumbnail Panel. Regardless of which Groups or Reviewers apply markups, the badge displays as an identifier all saved markups on a page. Hovering over the badge will display "Text/Sketches on Sheet: #" to provide the total number of markups on the page. For the purposes of this badge, markups is defined as Sketch Tools, Text Box, and Highlighter. Comments, Measurements, and Stamps do not trigger the badge to be displayed.
Project Documents Tab	Edit Document Submittal Value	When viewing document submittals in the Project Documents Tab, users can no longer edit the document submittal value. The Edit button has been removed to prevent the potential for errors.
Comments	Undo/Redo Buttons	Users now have the option to Undo or Redo edits made while in a Comment. Dedicated buttons have been added to the text editing tools.

2.15.0 Bug Fixes

Component	Issue	Description
Draw Polygon with a Cloud	Cloud Shape Appears with Inverted/Reversed Side	Resolved an issue where the Polygon Cloud shape was inverted on one of the edges while placing it.
API Call	API Returning Wrong Project ID to Bitco	Fixed an issue where an API call was returning the wrong Project ID value to the Bitco integration.
Comments	Broken Comments Aren't Tied To Document	Fixed an issue where document-level Comments weren't showing association to the document but rather the Project and were missing from the document.
Document Render Button	Render Button Missing	Resolved an issue where the Render button was missing when viewing the document submittals from the Project Documents Tab.
Save Page Rotation	Page Rotation Not Accurately Displaying For Other Users	Fixed an issue where one user saves a page rotation and other users aren't able to see the saved rotation or opening a Paired Window distorts the saved page rotation. Additionally, fixed an issue where users with slower/throttled internet speeds experienced similar issues.
Project Comments Tab	Comments Not Filtering Correctly	Fixed an issue where the Documents Filter wasn't displaying accurate results after being applied on the Project Comments Tab.
Email Notification	Response Enabled Notification Displays Incorrect Comment Number	Resolved an issue where the Response Enabled email notification sent to Contributors was displaying the wrong Comment Number that response was enabled on.
Review Page - Comments	Review Page Comments Not Displaying After Editing	Fixed an issue where after editing a Comment on the Review Page, the Comment text wasn't displayed in the detail area.
Assignments Page	Assignment Status Filters Not Persisting	Fixed an issue where Assignment Status Filters applied on the Assignments Page were not persisting after logging out and back in.
Comments	Deleting Latest Version Breaks Comments	Resolved an issue where deleting the latest version of a document would cause Comments from the previous version to appear blank or hidden from the Comment Panel.
Project Assignments Tab	Assignment Status Filters Not Persisting From Assignments Page	Fixed an issue where Assignment Status Filters applied on the Assignments Page were not persisting through to the Project Assignments Tab.
Review Page - Paired Window	Missing Scroll Bar from Paired Window	Fixed an issue where the dedicated zoom scroll bar was missing in the Overlay Control Panel's Paired Window.
Project Comments Tab	Filters Search Not Working	Fixed an issue where searching by a keyword or phrase in the Project Comments Tab Filters Search Bar was not returning any filtered results for Comments containing the keyword or phrase.
Deliverables Link	Error Opening Deliverables from Link in Email	Resolved an issue where Applicants were unable to access Deliverables when emailed to them via the Project Deliverables Tab Email Contacts button.
Project Comments Tab	Updates Aren't Activating Save Button	Fixed an issue where the SAVE button was only activated in the Comment Details after adding characters to the Comment Body. Changing the Comment Disposition, Category, etc. wouldn't activate the SAVE button.

Release 2.14.0 Enhancements June 19, 2022

Component	Feature	Description
Review Page	Save Page Rotation	Whenever incorrectly scanned/uploaded pages require staff to correct page orientation on the Review page, staff can now permanently save this change by clicking on the Save Page Rotation Tool. Clicking the tool (after rotating the page) not only commits the page orientation permanently but also persists this rotation for all user, even after the Review Page has been closed and re-opened. The printing function will also print the PDF using the saved rotation. Best practice is for the tool to be used *before* marking up the page to ensure proper placement of all markups during review and to prevent any rotated markups from being potentially cut off during printing. Sketches (shapes and lines) made before a page is rotated will rotate along with the page. They will keep calling out the same area. Text-based markups such as Comments, Text-boxes, and Stamps will always display horizontally to ensure they remain readable. The location that comments point to will remain the same, but the tag/comment is rotated to remain horizontal. New messaging that appears in the top right corner confirms when the rotation is saved and instructs users to refresh the page to recalibrate the markups, as shown below. Confirmation of a saved page rotation is reflected by the thumbnail image displaying the rotation, as shown below.
Review Page	Pop-out Thumbnail Panel	Instead of simultaneously collapsing and popping out the Thumbnail Panel by clicking the expand/collapse button, users can now pop-out the Thumbnail Panel with a dedicated pop-out button on the left side of the EPR Review page while keeping the Thumbnail Panel expanded. Click on the pop-out button to open the thumbnails in a separate window that users can move wherever they want, including to a new screen. Clicking on a thumbnail within this window will load the selected page, just like in the static panel. The pop-out window displays a max of 15 thumbnails per page. For documents with more than 15 pages, page navigation buttons will be present. Click on 'X' to close the pop-out when desired.
Dashboard	Open Project in a Separate Tab	From the Dashboard, clicking the right-facing arrow to 'Go to Project' will now open the Project in a new browser tab, instead of opening up in the same tab.
Review Page	Comment Panel Updates	The Comment Panel has received some updates. 'Other Pages' has been moved next to 'This Page', instead of below it. While 'This Page' shows a list of comments for the currently selected page, clicking on 'Other Pages' will display a list of all comments across every other page within the current document. 2. The page # description for each Comment has been updated from 'Ref-####" to 'Page-#". 3. A scroll bar has been added to the Comment Panel to accommodate scenarios when the Comments in the panel are too numerous.
Assignments Page	Persist Assignment Status Filters	Assignment Status filters applied by the user will persist until the user logs out of EPR.
Comments Report	Reviewers Section Configurations	The Summary Options is a configurable section within each Comments Reports Template that allows Admins to choose whether Reviewer group, email, and/or phone number information is provided at the end of the Comments Report.
Comments Report	Comments Section Configurations	The Comment Options is a configurable section in each Comments Reports Template that allows Admins to choose what Comment-specific information is provided on the Comments Report.
License Type	Read-Only License	A new Read-Only License Type has been introduced. Read-Only users have access to: View all Project and Assignment details, regardless of Group or Project Membership. View all Comments with exception of Comments marked as Private. View all user information and security details. View EPR Configurations. Generate and download Reports. Download any attachment or plan associated with a Project. Generate a Comments Report but NOT attach it as a Deliverable. No notification settings.
Dashboard	Show/Hide Dashboards	Each user can configure which Dashboard tables are visible to them by clicking on the Show/Hide Dashboards icon. Settings will persist after logout.
Review Page - Comments	Comment Button Tooltips	The tooltips that display when hovering over Comment buttons in the Review Page now accurately represent their current Status by dynamically displaying what action will be performed once clicked. 'Set Public' now displays while a Comment is marked Private. 'Unflag' now displays while a Comment is Flagged. 'Unpin' now displays while a Comment is Pinned.
Stamps	Custom Stamp Configuration	Like Image Stamps, Custom Stamps now have configurable toggles to Display Date, Display Project Number, and Display Name. These toggles can be configured for each Custom Stamp.
Stamps	Custom Stamp Transparency	As it is recommended that Image Stamps have a transparent background, Custom Stamps now have a setting that allows Reviewers to adjust the background transparency before it has been applied to plans in the Review Page. Slide the toggle to your desired transparency level.
Dashboard	Recently Viewed Projects Pagination	The Dashboard section Recently Viewed Projects is now able to display up to 100 saved Projects. Use the section's pagination to navigate between pages or expand the number of records to be displayed at once.
PDF Scout Inspector Tool / Project Documents Page	Saved Scout Results	Documents uploaded to a Project now have the PDF Scout Inspector Tool's results saved to the document for review with relevant descriptions and tooltips of Scout's checklist items. EPR will display the most recent submittal's Scout results on the Project's Documents tab. For Documents with multiple submittals, EPR will display each document submittal's Scout results on the Submittals page within the Documents tab.
Review Page - Text Box	Changeable Text Color and Opacity	Users can now change the color of the text to be displayed after applying a Text Box in the Review Page. By default, Text Box text color is displayed in the user's Group color. When Group Color Restrictions are OFF, users on the Review Page have access to change the Text Box text color to any color with the color palette. When Group Color Restrictions are ON, users on the Review Page have access to two (2) colors: Red and their Group color.

Comments Report	Update text in single-column Comments Reports	The text that identifies which documents a Comments Report refers to has been updated to read "Files and Attachments".

2.14.0 Bug Fixes

Component	Issue	Description
Review Page - Comments	Printing wrong underlined text on pinned Comments	Fixed an issue where underlining a word in a pinned Comment would cause additional text to be underlined when the PDF was printed.
User Page	'Found # Records' not updating with filters applied	Fixed an issue on the Settings/Security/Users page where the number of “Found Records” wasn’t dynamically updating based on applied filter results.
Project Deliverables Page	Unable to Print Pages with Markups Only when pages are re-ordered	Fixed an issue where re-ordering pages under the Project’s Sheet Numbers tab after applying markups would not print pages with mark-ups only, if the “Print Pages with Markups Only” setting was toggled on in the Printer Render Settings on the Project’s Deliverables tab.
Review Page	Admins unable to delete other Group's markups	Fixed an issue where Administrators that accessed the Review Page as a member of one Group could not delete markups applied by another Group.
Comments Report	Missing Agency address breaks Comments Reports	Fixed an issue where Corrections Reports could not be edited if the State and Country were missing from the Settings/Environment/Address page.
Projects Page	Missing Last Name in Project Manager column	Fixed an issue where the Projects page was not displaying the Project Managers Last Name under the “Project Manager” column.
Assignments Page	'Found # Records' not updating with filters applied	Fixed an issue where the “Found # Records” on the Assignments page was not accurately reflecting the number of listed results after applying filters.
Comments Report	Agency address not displaying on single-column Comments Reports	Fixed an issue where Single-Column Comments Reports were not displaying the Agency Address.
About Page	Displaying incorrect software information	Fixed an issue where the environment’s version and build were not displaying up to date information in the Settings/About page.
Review Page - Stamps	Stamps shift when printing	Fixed an issue where Stamps were shifting when the PDF was printed.

Projects Page	Incorrect total displayed Comments on Comments tab	Fixed an issue where the total number of Comments displayed was not accurately reflected at the bottom of the Project’s Comments page after applying filters.
Notifications	Not receiving New User Request notifications	Fixed an issue where users that were subscribed to the “New User Request” email notification were not receiving an email notification when a new user was requested from the login screen.
Comments Report	Page numbers missing from single-column Comments Reports	Fixed an issue where Single-Column Comment Reports were not displaying page numbers at the bottom of each page.
Review Page - Text Box	Text Boxes shift when printing	Fixed an issue where Text Boxes placed in the lower-left corner of a page would not appear on the printed PDF.

Release 2.13.0 Enhancements March 13, 2022

Component	Feature	Description
License Page	Created License Page	New License Page allows administrators to track the number of remaining licenses across all paid license types.
User Page	Assign License Type	Ability for EPR administrators to now allocate allotted licenses to users or make license changes within the User Page.
Report	All Assignments & Time-Tracking	Added new report which queries every assignment regardless of assignment status and provides any associated time-tracking information.
File Deletion	Recent Submittal Deletion	Added a new feature enabling EPR users to delete the most recent submittal version of a document. Versions prior to the most recent cannot be deleted until the latest version has been removed. Configuration of this feature is located in the Documents Tab of the Configuration Page.
Review Page	Filter Comments by Reviewer	Users on the Review Page may now filter comments based on any reviewer(s) that has placed comments onto any sheet on the document under review.
Comments Page	Filter Comments by Reviewer	Users on the Comments Tab may now filter comments based on any reviewer(s) that has placed either a review page or project-level comment.
Projects Page	Multi-select Attachment Download	EPR users can now easily download multiple attachments simultaneously from the Attachments tab. Checkboxes can be multi-selected or users can utilize a select all checkbox before pressing "Download Multiple Files." Files will be downloaded as a .ZIP file similarly to the Deliverables tab.
Review Page	Pop-out Thumbnail Navigation Panel	Instead of just collapsing it out of view, users can now pop out the thumbnail navigation panel on the left side of the EPR Review page. Click on the circular expand/collapse button to collapse the panels and in their place bring up a window that users can move wherever they want. Clicking on a thumbnail within this window will load the selected page, just like in the static panel. Click on 'X' to close the pop out when desired. To restore the static panel, click on the expand/collapse button again.

2.13.0 Bug Fixes

Component	Issue	Description
About Page	About Page Appears Blank	About Page has been restored.
Project Page	Unable to search for projects which do not have a postal code or city listed	When using the Location search field on the Projects page, all projects are now searchable regardless if the project has a postal code or city is listed.
Comments	Cannot mass update comment dispositions from the comments tab	While multi-selecting comments from the comments tab, dispositions can now be successfully updated.
Notifications	Notification Issues for "Comment Response Enabled"	Resolved issue when "Allow Response" is enabled under a user's notifications settings and a comment receives a response, users received an email containing titled with the incorrect comment number.
Notifications	Contributor not always notified when a "Comment Response" is created.	Fixed issue when contributors would be added to a project, and an EPR user sets "Enable Response" for a comment, but the contributor receives no updates or notifications.
Comments	Carriage return for comments placed	Fixed inability to press return or enter to add carriage returns to a comment.
User Page	Newly created admins cannot access user page	Fixed issue when new admins could not load the user page.
Review Page	New pages do not show in correct page order among thumbnails on Review page	Fixed issue in which a new page is added as part of a re-submittal, but shows up as the first rather than the last page on the thumbnail list
Review Page	"Order Page by Current Version" does not correctly indicate ON/OFF	Fixed issue when toggling on or off the "Order Page by Current Version" feature the UI incorrectly displays an ON toggle when the feature is OFF.
Corrections Report	Single-column comments report is missing date and agency address	Resolved. Missing information restored.
Permissions Settings	Permission descriptions not displaying correctly	Fixed missing page descriptions among the pages on the Access tab.
User Profile	Unable to batch assign projects from user profile	Resolved issue when administrators would attempt to assign multiple assignments to a user using the User Profile page. Pages would timeout when batch assigning several assignments. In some cases assignments would be briefly assigned, then revert back to original number of assignments.
Render Button	Render button not functioning	Resolved render button issues.
Permissions	Project Team Member filter in Project Management Permissions not functioning	Fixed issue when an administrator would be changing a group manager's project management permissions. If changing it to Project Team Member from Global, then the group manager would navigational access to projects.
Reports	Overdue Assignment Report lists duplicate entries	Fixed issue when report would list every submittal version of a document as an individual line item.

Release 2.12.0 Enhancements December 19, 2021

Component	Feature	Description
Comment Report	Sort Comment Report Templates by Alphabetical Order	Update the Comment Reports list to display reports in alphabetical order on the Settings > Configuration > Reports page.
Configurations	Permission Settings for Lockdown Page Feature	Added a configuration page at Settings > Configuration > Document for the agency Admin to control whether to allow other users to lock down pages on the Review screen ("Enable Page Locking"). From this page the Admin can also control whether to display the page lock button the Review screen navigation panel.
Dashboard	Additional Dashboard View for Recently Viewed Projects	Added a new table called "Recently Viewed Projects" to the Dashboard page which lists up to the ten (10) most recent projects which the logged-in user has accessed through the Review page. Note this list is user-specific so results will differ based on who is logged in.
Reports	Create New Report Page	Added a dedicated "Reports" page from which Admins can generate and export report data (refer to additional notes for report details).
Reports	Reporting: Open Projects	Added the ability to generate a report as a .csv file that lists all projects with an OPEN parent status, sorting them by Project Due Date in ascending order. The report values include Project Number, Project Name, Start Date, Due Date, and Project Status.
Reports	Reporting: Completed Projects	Added the ability to generate a report as a .csv file that lists projects with any kind of CYCLE COMPLETE, WITHDRAWN, PASS, or FAIL parent status if the project status was last updated within the selected date range. The report values include Project Number, Project Name, Start Date, Due Date, and Project Status.
Reports	Reporting: OnHold Projects	Added the ability to generate a report as a .csv file that lists all projects with an ON HOLD parent status. The report values include Project Number, Project Name, Start Date, Due Date, Days Open (calculated based on the project's Start Date) and Project Status.
Reports	Reporting: Open Assignments	Added the ability to generate a report as a .csv file that lists all assignments with an OPEN parent status. The report values include Project Number, Project Name, Assignment (Document), Current Submittal Number, Group, Assignee, Assignment Start Date, Assignment Due Date, Days Open (Date of download - assignment start date) and Assignment Status.
Reports	Reporting: Overdue Assignments	Added the ability to generate a report as a .csv file that lists any assignments with a DUE DATE older than the current date and still showing a NOT STARTED or ACTIVE parent status (completed assignments are excluded). The report values include Project Number, Project Name, Assignment (Document), Current Submittal Number, Group, Assignee, Assignment Start Date, Assignment Due Date, Days Open (Date of download - assignment start date), Days Overdue, and Assignment Status.
Reports	Reporting: Assignment Time by User	Added the ability to generate a report as a .csv file that lists reviewers' time spent on assignments within a selected date range (time recorded is based on users' self-reported time entries). The report values include (User) First Name, Last Name, User Role, Groups, Number of Assignments and Total Time Logged in Minutes.
Review Page	Always Display Lock Icon in Review Page	Updated the Review screen 'Lock Page' icon behavior so that it now always displays next to thumbnails when the feature has been enabled by the Admin.

2.12.0 Bug Fixes

Component	Issue	Description
Review Page	EPR Timeout - Flashing Alert	Resolved issue where sudden login session expiration resulted in Review Page pop-up message repeatedly flashing on screen without successfully loading page. If session expires, EPR will log user out fully as expected.
Custom Stamp Tool	Custom Stamp Content Text Does Not Wrap Correctly	Fixed issue where custom stamp 'Content' field text does not wrap correctly, which may have resulted in a single long line of text instead of a paragraph format.
About Page	Fix EPR version missing in the About page	Resolved an issue where 'EPR Version' was missing in the About page.
Comment Report	Missing Reviewer Name in Single Column Report	Fixed an issue where reviewer names were missing from the comments and the list at the end of the single-column comment report.
Dashboard	My Assignments by Due Date Graph Results	Resolved an issue where the results shown in the "My Assignments by Due Date" graph on the Dashboard page displayed results for all users instead of filtering the data to only show assignments for the logged-in user. The graph will now correctly filter assignment data for the user viewing the graph.
Printer	Unable to Print/Send Deliverable as a result of Page Reorder	Fixed an issue where using the page re-order feature (on the Sheet Numbers page) could result in the inability to print and send out a deliverable document as expected due to incorrect page order data. This has been corrected so page order data in set as expected.
Dashboard	Dashboard Not Loading Tables for Newly Created Project Coordinators	Resolved an issue where the Dashboard page failed to load table data for any recently created Project Coordinator accounts.
Permissions	Reviewer Cannot Edit Own Group Comment When Edit Permissions for "Comment - Details" Set to Group	Fixed an issue where reviewers became unable to edit their group comments whenever the Comment - Details' Edit permission was set to "Group."
Permissions	Unable to Limit Project Edit Rights	Resolved an issue where the Admin could not properly filter other user roles' ability to edit project-level information beyond an all-or-nothing option. Now the Admin can choose between "Global Access" or "Project Member" or remove the right to edit entirely for a user role.
User	Users Page Does Not Load for New Admins	Resolved an issue where the Users page was not loading as expected for newly created Admin accounts.
Angle Tool	Review Page Angle Tool Displays Incorrect Unit	Fixed issue where angles created on the Review page using the Calculate an Angle Tool were displaying units as "Feet" instead of degrees.

Release 2.11.0 Enhancements October 1, 2021

Component	Feature	Description
Review Page	Make Scroll Bar More Noticeable	The look of the scroll bar on the Review page thumbnail panel has been updated to it is easier for users to identify.
Comment Report	Allow for Carriage Returns in Single-Column Report Instructions Field	Admins can now write comment report instructions that include carriage returns (line spacing) in the "single column" report, as shown below.
Contributors	Contributor Role Comments Page Enhancements	Users with the Contributor role can now export comments in XLS format from the Project Comments page using the "Export Comment" feature. Contributors can now use the "Response Enabled" and "Comment Responses" filters in the Project Comments page.
Project Comments	Add Filter for Project-Level Comments	The comment filters on the Project Comments tab now include an option for selecting 'Project-Level' comments (these are comments added from the Project Comments page itself and not tied to any particular document) under the Documents filter. Using this new option, users can select a mix of both document-specific and project-level comments to include in a single comment report letter.
Review Page	Page Numbering on Review Page	Thumbnails on the Review page now display page number in addition to the sheet number whenever a sheet number is identified so that users can more easily understand where the page is found within the document.
Stamps	Prevent Stamps from Transferring Automatically from One Submittal to Another (Phase I)	The Settings > Configuration > Stamps page now allows Admins to configure whether to allow stamps to carry over/transfer automatically from a previous submittal over to the resubmittal (this is the current, default behavior) or to change the behavior to prevent stamps from transferring over to the resubmittal. This is a global setting that will apply to all projects.
Page Locking	Indicate which pages have been locked down in the Review Page.	When a page is locked down (to prevent it from being replaced by a newer version of the same page), a new lock icon will be displayed beneath the thumbnail on the Review page to indicate the page is locked. Users can now 'unlock' a page by clicking on new lock icon; the icon then changes to an unlocked icon, as shown below.
Stamps	Custom Stamp Tool	EPR now allows Admins to create custom stamps from scratch directly within the Settings > Configuration > Stamps page. An Admin can name their template, then configure the (1) stamp title to display, (2) status value, (3) text content, (4) firm and address information, and (5) stamp color to use for the border and status label. Once saved, this new stamp can be assigned to one or more users who can access it from the Review page stamp tool. Users with access to a custom stamp on the Review page will be able to select it and, before applying it to the page, can modify the date and content/text in real time before placing it on a page or pages.
Partial Submittal	Update Sheet Numbers Page to Use "Partial Submittal" Terminology	Updated the Sheet Numbers page to refer to the "Partial Submittal" configuration using the correct terminology. This replaces the previously inaccurate "Slipsheet" term usage.

2.11.0 Bug Fixes

Component	Issue	Description
Standard Comments	Batch Inserting More than 20 Standard Comments Unsuccessful	Resolved an issue where attempting to insert more than 20 standard comments at a time from the Project Comments tab was failing. Users can once again insert as many standard comments as needed using the batch function.
Project Comments	Error When Selecting the Comment filter With or Without Responses	Fixed an issue where selecting any of the "Comment Responses" filter options on the Project Comments tab was returning an error unexpectedly. The filters can now be selected and return the correct results.
Textbox Tool	Printing Issue: Text Box Tool Content Resizes	Resolved an issue where textbox tool text appeared significantly different in either size or shape on the deliverable PDF file when compared to how it looked on the EPR Review page. Text should now be more consistent in size and shape, even when inserting larger amounts of text.
Overlay Tool	Overlay Window Thumbnail Does Not Match Sheet Number/Page Ref	Resolved an issue where the Overlay tool's "Comparison View" window did not always update the displayed thumbnail properly when a user clicked to view the next documetn page.
Move Tool	Markups "Move" Button Not Working	Fixed an issue where the Markups Move button was not triggering the move modal form to display as expected.
Comments	Inactive Comment List items Show Up in Dropdown Lists and UI Pages	Resolved an issue where list items marked as "Inactive" would still show as options on dropdown lists in Comment Library filters, Project Comment tab filters, and within the Standard Comment creation form. Inactive list items will no longer display in these locations.
Assignments	Change Due Date in Project Assignments Tab to be Red Once It's past due	Fixed an issue where project assignment due dates which were past due (meaning the due date was before the current date), had stopped highlighting in red text as they had in the past. This 'red text highlight' effect has been restored.
Session Expiration	EPR Timeout - Flashing Alert	Resolved an issue where, after a user session expired due to inactivity on the Review page, the pop-up message indicating "Session Expired" might flash repeatedly on screen instead of displaying once.
Integration	Bug is Not Allowing Me to Lock Projects in goPost	Fixed an issue where EPR occasionally prevented a project in a connected goPost portal from being locked by staff (to prevent further file uploads).

Release 2.10.0 Enhancements July 30, 2021

Component	Feature	Description
Assignments	Surface Submittal/Cycle Complete information within assignments view	The Assignments table will now display the assignment submittal value under a new 'Submittal' column.
Review Page - Measurements	Snap to Image Line / Grid Line Accuracy	The Calculate Area and Calculate Angle tools now allow users to choose whether to draw using the yellow snap-to guidelines or without the guidelines. The 'Without Guidelines' option allows users to better match lines that are not right angles.
Review Page - Measurements	Calculating an Area, Angle, and Radius measurements shown on Hover Changes Upon User Click	Measurement tools Calculate Area and Calculate Radius have been improved so that measurement values displayed on hover before the user clicks to complete them are more consistent with the end result calculation after clicking to complete.
Review Page - Stamps	Prevent stamps from going outside printable area	If a user draws a stamp outside of the document page's printable area, EPR will automatically move the stamp to within the printable area to ensure it appears on the plans.
Sheet Numbers Page	Allow User to Reorder Pages within a Plan Set	Users with access to the Project Sheet Numbers page can now reorder pages within a plan set by clicking "Reorder Pages." This brings up a form that allows users to reorder the pages with the document by clicking and dragging, by changing the number beneath the sheet, or by using the left or right arrows on either side of a page. Once updated, the user can save the new order or click Reset to return to the previously saved view. Once saved, the new order will be reflected on the Review page and also on the printed deliverable document.
Comment Report	Add Date and Page Number Footer to Single-Column Corrections Report Template	Updated the Single-Column Corrections/Comment Report template to include the date the report is created on the top right and to display the page number within the footer.
Project Comments	Add popup dialog on the comments tab to remind users on process implementation	Admins can now configure a comment dialog alert to display instructions for users when the navigate to the Project Comments page. The dialog text is configurable and the dialog can be turned on/off by navigating to the Settings > Configuration > Project Comment page.
Configurations	Update Option to Restrict Plans Check-in	Admins can now define which project statuses will allow staff to check-in deliverable document packages from the Settings > Configuration > Deliverable page. This configuration is 'off' by default. Note: If previously enabled, Admin will need to update the settings to define the specific project statuses that will allow check-in.

Comment Report	Add Project ID as Suffix to auto suggested report name	The Corrections/Comment Report template now includes an option for adding an id as a suffix to the auto-suggested report filename.

2.10.0 Bug Fixes

Component	Issue	Description
Comments	Creating or Updating Document Comment Using Disposition Besides Open or Closed Did Not Set Data Correctly	Fixed an issue where creating or updating document comments using dispositions besides "Open" or "Closed," such as "Conditional" would not send the right disposition data to the database.
Review Page	Previously Calibrated page lose units and display the latest page units	Resolved an issue where previously calibrated pages would stop displaying unit calibrations as expected.
Review Page	Shortcut Keyboard arrows move page in opposite directions	Updated the review page so that clicking the keyboard arrow keys moves the page in the same direction as the key clicked (Up Arrow moves the page up, Right Arrow moves the page right, etc.) instead of moving it to the opposite direction.
Review Sessions	Calendar in Review Session Invitation form disappears	Fixed an issue where the calendar did not display properly when setting up a Review SESSION invitation so that it now allows the user to easily set the invitation expiration date.
Project Comments	Comments Page "Show All" Function Does Not Return All Comment Results	Resolved an issue where selecting "Show All" from the Rows per page option at the bottom of the Project Comments page did not return all comment results and display them as expected. Clicking "Show All" will now return all comments as expected.
Email Notifications	Incorrect Email Link in Document Assignment Notification	Fixed an issue where document assignment notifications were sometimes sending the wrong assignment link within the email.
Project Assignments	Inactive user show up in Edit Assignment Dialog	Resolved an issue where user accounts set to "Inactive" were showing up as possible assignees in the Edit Assignment dialog on the Project Assignments page. Inactive users will no longer display within that dropdown list.

Release 2.9.1 Enhancements May 30, 2021

Component	Feature	Description
Comment Report	Create Second Corrections/Comment Report Template	Added a second corrections/comment report letter layout option to the Report builder. This new report layout is single column and prioritizes reduction of white space between components. Existing report templates using the original layout can be converted to the new 'Single Column' layout from the editor with just two clicks.
Review Page	Lock Down Pages to Prevent Resubmittal Changes	New feature in the Review page allows users to 'lock down' sheets so that a customer's resubmittal does not overwrite them. This will help agencies better control final plans so that after approval/stamping an applicant cannot introduce changes to the stamped plans unless the agency allows it.
Review Session	Limit ReviewSESSION User Access from the Review Page	Refined the ReviewSESSION guest role so that guests can no longer navigate away from the Review page to other pages within EPR, nor can they invite additional users or print marked up plans.
Address Info	Update Address Fields throughout EPR	Updated various address form fields throughout EPR to avoid customer confusion when inputting municipality, province, and/or postal code information.
Contributor Role	Contributor Download from Document Tab Receive File with Incorrect Page Count	Updated document page downloads by Contributor role so that this role can download full plan sets as intended.
Contributor Role	Allow Contributor to Access Review Page from Comment Page	Enhanced Contributor role to allow these users access to the Review page with same restrictions as ReviewSESSIONS users.
Calibration	Calibration Scale Does Not Allow Users to Input Decimal Correctly	When a user sets the Calibration Tool unit to "feet (decimal)" on the Review page, the form now removes the 'inches' field for clearer user input.
Measurements	Measurement Shown on Hover Changes Upon User Click	Improved the linear measurement tool so that measurement displayed on hover before the user clicks on an endpoint and the measurement displayed upon click are consistent.
Email Notifications	Trigger Email Notification for Project Status Change to Cycle Complete When it Changes Automatically	Users subscribed to receive an email notification for the event 'Project Status Changed to Cycle Complete' should now receive them when a project status is automatically updated to "Cycle Complete" as part of a workflow update in addition to manual updates.
Review Page	Pinned Comment Outside of Printable Area Warning	If a reviewer's pinned comment extends outside of the document page's printable area, EPR will now issue a warning to the user so that they can move the pinned comment to an appropriate position.
Integrated Portals	Allow Multiple Front-End Portals to Connect to EPR	Implemented new feature that allows one EPR environment to be connected to two or more partner environments and allow files to be transmitted back and forth with each. For details, please contact EPR Services Team directly.

Deliverables	Option to Restrict Plans Check-in	Created a new Configuration > Deliverable page where admin can restrict document check-in so it can only be done when project reaches the "Cycle Complete" status, if desired. By default, this new configuration is turned off, meaning plans can be checked-in at any time, regardless of status.
Intake	Provide Option to Disable Automatic Document Versioning	Created new Configuration > Intake page where admin can disable automatic document versioning done by EPR based on matching incoming files to previous versions by filename. By default, this existing feature is enabled but now this page allows agencies to disable this automatic versioning. Manual versioning can still be done, if desired.
Project Assignments	For Utilities Group Assignment, Set Residential or Commercial Identifier Based on Project Occupancy	Added an "Occupancy Type" column option to the system-wide Assignments page for users who wish to filter or sort assignment tasks using project occupancy data. To see the column, go to Assignments in the left-hand navigation menu. On that page, click on COLUMN FILTER on the upper right. In the form, select the new "Occupancy Type" option to display the column.

2.9.1 Bug Fixes

Component	Issue	Description
Contacts	Unable to Update Contact Address Info Unless Data Exists	Resolved an issue where contacts created without any initial address info could not be properly updated later on.
Intake	EPR Batch Assignment Create Styling Issue	Fixed a styling issue with the "Batch Edit and Create Assignments" form on the project Intake page that prevented users from creating assignments for more than 15 documents at once.
Group Lists	Hide One Time access Group	The 'One Time Access User' (OTAU) group which is used for certain internal EPR functions will no longer show up in the Group dropdown lists on pages for Intake, Assignments, Comments, Adding Team Members, etc.
Projects Page	Projects Page Project Status Filter Choices Do Not Save	Fixed issue where project status filter settings did not save when user left the Projects page.
Group Status Config	Assignment Statuses Do Not Update in Group Status Config	Resolved issue where the Group Status Config list did not reflect updates for newly created, inactivated, or deleted Group records.
Comment Responses	Comment Response Not Display Correctly if Comment is Updated After a Response Was Made	Fixed an issue where some comment responses were not displaying properly if their original comment was updated after the response was added.

Release 2.9.0 Enhancements March 30, 2021

Component	Feature	Description
Review Page	Make Sketches of Other Groups Selectable in Review Page	Reviewers can now select/click on any sketch (rectangles, polygons, etc.) drawn on the review page and the Markup Detail panel will display which user created the sketch as well as the date and group information. If the current user has edit rights, they can update the sketch. If the user does not have edit rights, the Markup Detail panel will say "You don't have permission to edit this markup."
Review Session	Allow Agency to Hide "Review Session" Invitation Button	Admins for agencies who not wish to use the "Review Session" feature to invite guests to respond to Review page comments can disable the invitation button entirely from the Configuration > Review Session page. This hides the button from Review page.
Stamps	Display Year on Stamps as Four-Character Value Instead of Two-Characters	If a stamp is configured to show date, the date when placed on the Review page and on the marked-up PDF will now display as a four-767pxcharacter year (e.g. "2021") instead of a two-character year (e.g. "21").
Deliverables	Show Date and Time in Deliverables > Attachment Table	Under the Project Deliverables tab, the Attachments table will now display date and time when each document was uploaded.
Deliverables	Provide Option to Give Any User Role Permissions to Check-in Deliverables	Any user role can now be granted the ability to check-in deliverable documents through the Security > Permission page by an Admin.
One Time User Access	Allow Review Session Guests to Add Comment Attachments	One Time User Access guests invited by staff through the "Review Session" feature can now add attachments to a comment as part of their reply.
Digital Signature	Apply Digital Signature to Stamped/Final/Approved Plans	Users who prepare deliverables via EPR can click the new 'Digital Signature' option on the Project > Deliverable's EXPORT section to apply a digital signature to the selected plans. The Digital Signature uses e-PlanSoft's Digital ID to sign the document and can be viewed within a PDF reader such as Adobe Acrobat Reader to indicate whether the file has been changed since the digital signature was applied.

Sheet Numbers	Custom Sheet Number Matching	EPR can now be configured to search for a pre-defined sheet number format that is not based on the current format (one or two letters then a series of numbers). All pages submitted through plans will be checked for this format and if a document page contains a match to the format, this will be used as the page's sheet number; otherwise, EPR will attempt to match based on the default format. If no custom format is defined, EPR will continue relying on the default format. If an Agency uses the project Service Area field, each Service Area can be configured to search for one pre-defined format. Agencies can submit requests to create a pre-defined sheet number format to the e-PlanSoft Services team via Service Desk ticket.

2.9.0 Bug Fixes

Component	Issue	Description
Review Page	Overlay Control Tool Data Doesn't Always Load Properly	Resolved an issue where alternate attempts to load the "Overlay Control Tool" loaded the form with without any record data or page thumbnail.
Review Page	Save Workspace Changes Not Reflected Until After User Logs Out	Corrected an issue where clicking on "Save Workspace" did not update the user's profile (with new Review page position and zoom level settings, for example) until after the user logged out and logged back in. Now, the updated workspace settings should display as soon as the user loads a new page/sheet.
Comments	Comment Batch Tools Update Some Comment Data Incorrectly	Corrected an issue where using the Project > Comments page's batch update features ("Set Disposition" / "Set Flag" / "Set Response") were improperly updating part of the comment record. Using the batch features will now update comment(s) correctly.
Comments	Comment Data Occasionally Displays as Empty	Resolved an issue where some comments did not display in the comment panel or displayed an empty pop-up dialog when clicked on as a result of missing record data.
Comment Report Letter	Duplicate Filename Listing when Generating Comment Report Letter	Corrected an issue where filename data was being duplicated on a comment letter/corrections report if the Secondary Sort field was set to use "Filename." The filename data now displays once as expected even with this selection.
Intake	Intake Page Fails to Load if Document Version Data Missing	Resolved an issue where the EPR Intake page would not load properly because document version data was occasionally not included when sending files to EPR. Document version data should now be included as expected.
Group Status Configuration	Assignment Status Not Removed from Group Status Config List	When an Assignment Status list item is deleted by an Admin, EPR will now correctly remove the status from the Group Status Config page settings rather than display a blank space.
Team Membership	Project "Add Team Member" Feature Does Not Add User	Resolved an issue where the "Add Team Member" feature was not adding users to a project team as expected.
Review Session	Inviting Existing EPR User to a Review Session Triggers Error	Corrected an issue where inviting an existing EPR user to a Review Session resulted in a login error. EPR will now check whether invitee is already an EPR user, and if so, will appropriately apply the user's login.
List Configuration	Inactive Group or Review Type List Items Display During Intake	When a Group or Review Type value is set to 'Inactive' on the Configuration > Lists page, users will no longer see it within the Intake page dropdown options.
Review Page	Update Review Page Attachment Permissions	Resolved an issue so that users can only view, add, or download project attachments from the Review page if they have the correct Project Attachment permissions configured.

Release 2.8.4 Enhancements Jan 29, 2021

Component	Feature	Description
Partial Intake/OCR	Partial Intake (slipsheet) Improvements	When Optical Character Recognition (OCR) fails perform a secondary text extraction from PDF data to pick out potential text candidates that could represent the sheet number. The secondary text extraction is automatically done if primary OCR fails. This should reduce OCR errors by as much as 40%.
Sheet Numbers	Add Hidden and Visible Page Counts to Result Column in Sheet Numbers Page	On the project SHEET NUMBERS page, the Result column now shows the total page count, the hidden page count, and the visible page count. For example: 5 Pages (2 Hidden / 3 Visible)
Sheet Numbers	Exclude Hidden Sheets from Document Page Mapping Export Data	After a sheet is hidden on the project SHEET NUMBERS page and the user clicks SAVE, the sheet will no longer be listed within the Document Page Mapping data export.
Sheet Numbers	Add Submittal Date to Sheet Numbers Page	When multiple submittals exist for a document, the project SHEET NUMBERS tab will now display the date for each submittal shown on screen.
Comments	Add New Comment Filter Options	The project COMMENTS page now allows users to filter for comments: With/Without Comment Responses With/Without Attachments
APIs	Provide API to check whether a project has comments with attachment	Integrated partners can now check via API method whether a project has comments that include file attachments, thus providing more comment information to 3rd party systems.

2.8.4 Bug Fixes

Component	Issue	Description
Review Page	Information Button Loads Empty Form	Resolved an issue where clicking on the Information button on the Review page returned a blank form instead of one containing the project and document data.
Review Page	Comment Panel Filters on Review Page Display But Stop Filtering Results	Filters set in the review page comment panel will continue to filter results whenever a user switches from the current page to another page.
Email Templates	Portions of Email Templates Page Load Above User Profile	Resolved an issue where parts of the CONFIGURATION > TEMPLATES page were displaying above the "Help?" pop up window.
Standard Comments	Standard Comments Library Filters/Sort By Fields Do Not Display	Resolved an issue where users editing a previously saved comment who then clicked on Insert Standard Comment(s) button did not see the Filters and Sort By fields within the standard comments form as expected.
Filters - Assignments	Assignment Page Status Filters Incorrectly	Filter settings on the global Assignments page were sometimes applied incorrectly, which resulted in more assignments displaying than expected. Assignments page will now filter properly.
Project Status (goPost Users)	Updating Project Status in EPR Sometimes Results in Mismatched goPost Project Status	Resolved an issue where updating a project status in EPR did not always update the project status correctly for the linked goPost project.

Release 2.8.2 Enhancements Dec 16, 2020

Summary	Description
Make Address in Corrections Report dynamic	The EPR Comment Report template (Configuration > Reports) now includes an "Address Options" section that auto-fills with the agency's address data (from the EPR Address page). This section allows an administrator to override the default address with a custom address specific to the selected template.

2.8.2 Bug Fixes

Summary	Description
When going into Project records table, status filters are not used (Bug)	Resolved an issue in the Projects list page where the Status filter selections are being ignored. Now the selected status filters will be used.
Markup Mover Thumbnails not showing (Bug)	On the Review page Layers panel, the Markup Mover tool was not correctly showing the page thumbnails when one was selected. This has been fixed to show the thumbnail.
Due Date Time Zone Issue (Bug)	Resolved a bug where the Assignment “Due Date” value did not accurately adjust time zone to reflect agency location.
[PATCH] - Remove sheet number popup when partial intake off (Patch)	Resolved an issue where clients with the ‘Partial Intake’ setting “OFF” were seeing an unneeded “Missing sheet number” message pop up when the opened the review page.

Release 2.8.1 Enhancements Dec 04, 2020

Summary	Description

2.8.1 Bug Fixes

Summary	Description
Fix Sheet Number page bugs	[For Agencies with the Partial Intake setting = “ON”]: Resolved an internal issue where some sheet numbers were being set to the incorrect document version. This sometimes resulted in pages being matched incorrectly across versions by EPR, but will no longer affect files moving forward. Any existing files affected should be reported to the e-PlanSoft team for resolution.
Inject project data and user_id into assignment event log	In the EPR Event Log we have added Project and User identity data into the assignment events that are recorded to improve the system’s auditing capabilities.
Create deliverables based on latest document page order	When a user sets their Review page order view preferences to "Order Page by Current Version" (see 2.8.0 Release Notes), EPR will also set the deliverable PDF print order to match.

Release 2.8.0 Enhancements Nov 21, 2020

Summary	Description
reviewSESSION feature allows Reviewer to easily invite anyone to collaborate in a Review Session	For agencies who want their reviewer staff to interface directly with customers/applications regarding comments, EPR provides a new feature so that reviewers can invite non-account holders to respond to comments within EPR for a limited amount of time. The Review page now includes an invitation button (“Create Review Session Invitation”). Clicking on this button allows the Reviewer to fill in a First Name, Last Name, Email address and set an expiration time for the invitee’s access. Invitees will receive an email with a link to participate in the review by responding to comments directly within EPR but does not provide additional functionality.
Reviewer time tracking	New feature on the EPR Review page allows Reviewers to track their time spent on assignments by manually inputting their time spent reviewing (in hours and minutes). Each time the user inputs time for that particular plan set review, a new record listing that time will be created.
Allow user to hide a sheet from the plan set in the Sheet Number tab	Clicking on the “hide” button next to a page thumbnail on the Project > SHEET NUMBERS tab allows sheets to be hidden and not show in Review page. This also excludes the sheet from the printed document when prepared through Project DELIVERABLES.
Add "Print Pages with Markups Only" option in Deliverables' Printer Render Setting	Added new PDF printing options to the Project >DELIVERABLES tab to allow users to only print pages that have markups/annotations. This option is accessed by clicking through the Deliverable tab’s “PRINTER RENDER SETTINGS” button. If the toggle is clicked, it will generate a deliverable that only includes pages that with markups.
Add Comment Report Name Prefix Option	Each comment report template (Configuration > Reports) now includes a “Prefix filename with group label” toggle just above the Title field, with the option ‘OFF’ by default. If toggled ‘ON’, any report generated using the template will prefix the report title with the user’s Group when the user generates the comment report.
OCR/Sheet Numbers page improvements	Updated the UI/UX of the Project > SHEET NUMBERS tab for a better user experience.
Show pages in the Review page based on latest document version	A new option in the EPR Review page allows users to override the default sorting and display of document pages to instead sort pages based on the page order of the most recent version of the submitted document. By default, the sort setting remains unchanged. If users want to implement the change, they can manually update the setting by clicking on the Review page dropdown and clicking on “Preferences.” This brings up the Workspace Preferences form (see below), which includes the new feature as a toggle named “Order Page by Current Version.” As noted, after making this change the user must log out and log back in to see this changes take effect on the Review page thumbnail panel.
Notify user when there are no sheet numbers detected (ONLY FOR PARTIAL INTAKE ON)	Show popup notification on the Review page for ‘Missing Sheet Numbers’ only when the selected document has sheets without sheet numbers. This notification will only pop-up if the EPR portal’s Partial Intake settings is ‘ON.’ Users can either click on ‘Dismiss’ to ignore the notification and continue with their plan review or click on ‘Go to Sheet Numbers’ to navigate to the Project SHEET NUMBERS tab to set page sheet numbers.

2.8.0 Bug Fixes

Summary	Description
Users should be able to see Documents list in a Project after switching from card view to list view	Fixed document display view issue on the Project > DOCUMENTS tab that prevented uses from seeing listed documents after switching back from the card view to the default document list view.
Inactive List Items Should Not Show Up on Front End	Fixed an issue where list items marked as ‘Inactive’ where showing up in dropdowns, etc. These inactive List Items will no longer display in dropdowns for the end users.
Comment Tab: End Date Filter Does Not Include the Comments Created on That Date	Included the Created and End date as part of comment date filters on the Project > COMMENTS tab.
Intake page should show error message when backend return error	If system encounters an error while the user is on the Project > INTAKE page, display the error message to the end user instead of being hidden in the browser console.
Print Pages with Markups Only does not include pages with only Stamps	Fixed an issue where the print option for ‘Print Pages with Markups Only’ was excluding pages that only had stamps.
Comment log not showing in Comment Dialog	Fixed an issue where the comment update history no longer displayed on the Comment form under the LOGS tab.
Calibration Tools Sometimes Displays Input Incorrectly	Fixed an issue where some calibration tool inputs displayed values in the wrong format (with 2” displaying as 1”1 instead).
Update Invalid Character Error Handling for Comment Report Title/Filename	Updated the Comment Report Title and Filename fields to return clear error messages if the user attempts to insert invalid characters. Report templates and filenames can no longer be saved until invalid characters are removed to prevent issues during deliverable print/check-in process.

Release 2.7.0 Enhancements Sept 07, 2020


Set document version to local time zone	The document Version date will be determined using local time instead of UTC time.
Merge Advanced Print Options to Deliverables screen	Enhanced the 'Printer Render Settings' on the Deliverables page to include options for including or excluding markups by type (Sketches, Stamps, Comments, Closed Comments). These are the options already available in the Review page Print tool.
Make Adding Documents a Configurable Permission	Update permissions config so that checking Document File > Add for a User Role now allows the user to upload documents. Note: Admin role should never have 'Add' permission unchecked, otherwise this will affect any integrated partner.
Automatically match sheets of new version to old version when user changes sheet numbers	If an unmatched sheet is listed in the right-hand panel of the Sheet Number page, typing in an existing sheet number will automatically match the new sheet to the prior version with the matching sheet number.
Page dimension rounds up in Review page	Updated Review page dimensions to reflect the correct PDF dimensions instead of rounding.
Add Status Filter to Assignments Page	Added 'Assignment Status' filter to the main Assignments page.
Remove OCR Confirmation	Removes the requirement for confirming sheet numbers and locking them down in the Sheet Number page.
Allow users to change sheet number of previous version and cascade those sheet numbers forward	Users can now change the sheet number for the previous document page version in the Sheet Number page. Any page numbers changed will carry forward to the current version of that page.
Filter Project Status Update Notification By Project Team Membership	Notifications for Project Status updates, Document Assignment Status updates, and Assignment Due Date Updated will only email subscribed users if they are part of the project team.
Adjust Scout file size checking to allow files greater than zero bytes	Updated PDF Scout check to accept file sizes greater than 0 bytes and below 1kb.
Allow easy/fast OCR/Sheetnumber assignment in OCR/Sheet Number tab	Adds 'AUTOCOMPLETE' option to allow user to automatically add sheet numbers to pages without a sheet number during the first submittal only. Example: If the second page does not have a sheet number, it will be set to P2; if the tenth does not have a sheet number, it will be set to P10, etc.
Token expiration should reset whenever a new token is requested	Whenever a new EPR token is requested, the expiration time for that token will now reset.
Send back assignment status (Not started) to integrated partner on resubmittal	Added an option to return Not Started assignment status back to integrated partner if environment variable is configured.

2.7.0 Bug Fixes


Partial Intake Off: reject intake if new version has less page than prior version	Intake API will now reject resubmittals with fewer pages than prior versions if partial intake setting is 'off.'
Refactor User Dialog - Projects tab (Enhancement)	Resolved an issue where having too many projects associated to a user caused issues with the user profile Projects tab.
Project status cycle complete not updated when all assignments are updated "final" status	Resolved an issue where project status was not updating to Cycle Complete as expected when all project assignments were set to a status with parent value of Approved, Rejected, or Canceled.
Project Start/Due Date	Resolved an issue where start and due dates were not displaying correctly within corrections reports.
Update pdfInspector (Scout) to handle negative page dimensions	Resolved an issue where Scout recorded negative dimensions for pages instead of using absolute values for width and height.
Incorrect page count for re-submittal	Resolved potential causes of incorrect page count for resubmittals. Note that for resubmittals, the total page count must always be equal to or greater than the page count for the prior version.

Release 2.5.3 Enhancements June 26, 2020

Summary	Description
Refactor get user by ID api	Refactor of the API to not be affected by the number of projects a user is a member of.

2.5.3 Bug Fixes

Summary	Description
Intake tab no longer shows Shows Number of Document	Fixed a bug which was preventing all documents for intake being shown.
Assignment status not update unless reviewer do it twice in review page	Fixed a bug that was requiring a page refresh to see status updates on the review page.
Projects page with not loading when there are no projects	Fixed a bug causing the projects page to not load on a fresh installation with no projects.
User cannot edit assignment if they do not belong to the project	Update to disable users not in a project to edit a an assignment status.
Group and User Role drop down filters in Users table do not filter the user table.	Fixed a big in the filer of users by group and user roll.
EPR returns an error on document upload when there is a duplicate vendor ID	When a file is uploaded then deleted and uploaded again a bug was causing an error upon submittal. A check has been added to enable the submission to carry forward correctly.
Incorrect page mapping for partial intake off when new version have more page than the prior version	Issues in document versioning of partial submittal documents specifically when the new version has more pages have been fixed.
Assignment created email notification send to assignee with incorrect information and review url	Incorrect data was being displayed in assignment notification emails. This has been updated to pull the correct Review page url and assignment information.
Notifications are Being Sent to the Wrong E-mail, Not Associated to Project	Notification bugs where emails were being sent to members not associated with the project has been fixed.
Re-render microservice issue with colons in filename	Enhanced the re-render microservice to handle document with colons in the file name.
Fix swagger documentation bugs	Updated API which were only taking integers instead of strings of information
/resources/persons/:id/availableEvents not working for Project Coordinator	Fixed bug preventing event trigger notifications for project coordinator user role
Improve loading time for Route: /project/:id	API bug fix to reduce the loading time for returning project ID

Release 2.5.0 Enhancements May 15, 2020

Summary	Description
Custom Group level status	New custom sort of statuses on the review page filtered out based on group. With this Group level status chooser one group could see a different set of available statuses than another group to more easily see the relevant status.
Track + Notify when pdf merge failed	Updated notifications internally to save, log and track the document and project information when PDF Merge fails.
Provide possible reason a file fails to print - Help tool	Added a tool within EPR to show the most likely reason for a printer fail including, failure to merge, PDF file issue, more or less pages, missing comment and stamp missing.
Hide Profile Notification Options That Are Not Used	Enhancement to filter selectable notification options for users
Refactor Standard Comment batch update	Updated the API to only contain two fields: isActive and ids
Create New Permissions API	Enhancement to the API to pass permission sets from a partner system
API: check if there is any assignment for a group has comment with status = xxxx	Update to the GetComment type status to check the status of comments via the API.,
Notify User When There are Files Awaiting Intake	Any user subscribe to Project - Document Awaiting Intake will receive email when a new document is uploaded into EPR
Enhancement the PDF printing	Enhanced the PDF printer to better handle certain PDF irregularities.

2.5.0 Bug Fixes

Summary	Description
Fix styling issue in standard comment popup dialog	Fixed a bug in
Users should not be able to link null projects on EPR	Updated the Revisions Linking to disallow the ability to link a project with a non-existent project. This includes error notifications.
Creating new project sets parentProject_id for that project	Fix to the revision process to ensure a New projects by default are not linked to a project.
Delete UserStamp should be soft-delete	Fix to ensure Stamps are soft deleted and can be restored by e-PlanSoft Staff if erroneously deleted by a User.
Assignment Table crashes when user does not belong to any groups	Fixed a bug which was causing the Assignment table to Crash if the user does not belong to a Group
Address not shown on Projects page	Fixed a bug which was causing Address to not properly display on the projects page.
Style is broken in left navigation bar	Fixed broken formatting in of the left navigation bar in EPR.
Filter out cancelled, rejected, approved assignments from assignments page	Updated standard filters on the assignments page to by default remove cancelled rejected and approved assignments
Search filter breaks after status is deleted	Fixed a bug in filters occurring when project status filter has been set and then that filter is deleted.
Getting correct data for latest pages - For printing	Update to PDF printer and the way it uses the cycle order to get the correct list of latest pages.
Create final pdf with correct page version	Ensuring the final PDF is always created with the latest page and the correct page version.

Release 2.4.2 Enhancements APR. 11, 2020

Summary	Description
EPR Revision Backend	ERP has been enhanced to enable parent child relationships of projects. This allows revision projects to be linked to "Parent" projects and associated together.
EPR Revisions User Interface	The EPR User interface has been enhanced to manager the parent child relationship. Through the UI projects can be linked and unlinked and show the grouping.
Implement Anti Virus on S3 bucket <

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