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This article provides intake instructions for manually uploading plan review documents and supporting attachments to a Project.


Prerequisites:

  1. An open project record exists. See Add a Project record.
  2. Plan review documents in PDF format and supporting documents, in any file format, are accessible by the user.
  3. Navigate to the Projects page.

Step 2 - Open the Documents tab

  1. Click the upload icon on the bottom of the Documents tab.
  2. Browse and select the PDF’s for plan review and supporting attachments (in other file formats).
    1. Click and drag PDF’s not meant for plan review to the ‘Attachments Here’ panel.
    2. Select the Process button to analyze the plan review files using Scout.














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