Configuration

Electronic Plan Review

Platform: OnBase
Product: Electronic Plan Review
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
Licensing
Simplified Licensing
Additional Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Plan Review Website Hardware and Browser Requirements
Licensing
Upgrade Considerations
Unity Client Update for Plan Review
User Group Configuration for Plan Review
Upgrading the Plan Review Viewer
Modifying HTML in a Plan Review Eform
Pre-Installation
Install the OnBase Application Server
Install the OnBase Unity Client
Install the Internal Viewer
Using the MSI Installer
Using ClickOnce
Installation
Installing Plan Review
Controlling Installation from the Command Line
Property Names
Change, Repair, or Remove an Installation
Configuring the Plan Review Web.Config File
Using the Web Application Management Console
Plan Review WAMCON Settings
Server Configuration Tab
Plan Review Tab
Settings Tab
Single Sign On Tab
Manually Modifying the Plan Review Client Web.config File
Default Time Zone Table
Troubleshooting
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Stamps Do Not Display on Applied Documents
Contacting Support
Configuration
Creating Required Keyword Types
Configuring Document Types
Configuring Custom Queries
Configuring User Settings
Configuring User Groups
Creating Review Types
Creating Departments
Creating Disciplines
Creating Roles
Creating Sheet Types
Mapping Document Types and Keyword Types
Configuring a Project Letter Template
Generating XML Data for a Template
Associating a Template with a Plan Document Type
Configuring Signature Types
Configuring a Standard Comment
Organizing Standard Comments
Using an External Viewer
Configuring E-Mail Notifications
Configuring Workflow Tasks
Customizing Your Terms and Conditions
System Interaction
Application Enabler
Document eCommerce
Exporting and Importing
Workflow
Workflow Actions
Log Event
Open/Close Project
Set Property from Field
Set Value
Workflow Rules
Check Field Value
Related Entity Exists
Plan Review Data Provider Configuration
Plan Review Data Provider Types
Adding a Plan Review Data Provider Type
Usage - Submitter
Getting Started
Registering an Account
Logging On
Resetting or Retrieving Your User Name and Password
Resetting or Retrieving Your Password
Retrieving Your User Name
Using the Plan Review Website
Adding People to Your Contacts List
Modifying An Existing Contact
Adding Company Information
Adding Project Groups
Modifying An Existing Project Group
Creating A New Project
Editing Project Information
Assigning a Project Group to a Project
Assigning Someone to a Project Role
Adding a New Location Parcel
Adding Documents to a Project
Uploading a Revision of a Document
Removing Documents from a Project
Editing Document Names
Submitting A Project
Searching for Projects
Inviting Other Users
Managing Invitations
Viewing Related Projects
Viewing Reviewed Documents
Downloading Documents
Downloading Approved Documents
Approved Plan Sets
Approved Plan Sheets
Modifying Your Account Information
Usage - Reviewer
Definitions
Getting Started
Navigating the Plan Review Unity Client
Retrieving a Plan Review Project
Opening Your Plan Review Projects
Finding a Plan Review Project
Viewing Related Projects
Creating a New Project
Adding Documents to a Project
Adding Existing Documents
Adding New Documents
Editing a Project
Adding Reference Documents to a Project
Deleting Documents
Deleting Documents from a Project
Deleting Reference Documents from a Project
Restoring Documents to a Project
Adding a Project to a Workflow Life Cycle
Adding Locations to a Project
Deleting Locations from a Project
Starting a Review Cycle
Starting a Review Cycle With a Project Due Date
Starting a Review Cycle Without a Project Due Date
Reviewing Project Documents
Allowing Submitter Uploads
Reviewing Documents
Refreshing a Project
Comparing Documents
Using Compare Tools
Marking Up Documents
Deleting Markups
Cutting, Copying, and Pasting Markups
Cutting Markups
Copying Markups
Pasting Markups
Using Measurement Tools
Calibrating the Scale
Calibrating the Scale Using a Line Segment
Calibrating the Scale Manually
Using an External Viewer
Adding Comments to a Document
Adding User Comments to a Document
Adding Standard Comments to a Document
Adding Comments to a Project
Adding User Comments to a Project
Adding Standard Comments to a Project
Importing Review Comments from an External File
Viewing Comments
Reviewing Comment History
Resolving Open Comments
Deleting Comments
Document-Level Comments
Project-Level Comments
Re-Assigning Documents
Reviewing Additional Information
Setting Document Review Status
Marking a Document as Reviewed
Clearing a Document's Review Status
Creating a Plan Set
Creating a Review Plan Set
Creating an Approved Plan Set
Creating a Project Letter
Generating a Review Project Letter
Generating an Approved Project Letter
Converting a Word Document to a PDF Document
Publishing Reviewed Documents to the Plan Review Website
Executing Plan Review Tasks
Approving Documents
Preparing Documents for Approval
Applying Markups
Stamping a Document
Adding a Configured Stamp to a Document
Adding a Signature to a Document
Completing a Review Cycle
Viewing a Review Cycle's Status
Closing a Plan Review Project
Re-Opening a Plan Review Project
Deleting a Plan Review Project
Usage - Plan Review Administration
Plan Review Administration Overview
Managing Plan Review Website Users
Deactivating Plan Review Website Users
Reactivating Plan Review Website Users
Reassigning a Project to Another User
Revoking Invitations to Projects
Managing Project Groups
Adding a New Project Group
Deleting a Project Group
Editing the Name of a Project Group
User Option Settings

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