Configuring Document Types - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

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

The following table lists all Document Types that must be configured for use by Plan Review.

Document Type

Description

Approved Plan Set

This Document Type should be configured with a Default File Format of PDF. This Document Type must be configured with the Allow Multiple Revisions option. It is recommended to configure this Document Type with all Keyword Types used by your Plan Review solution.

This Document Type is used to store plan sets generated from the Approved folder.

Marked Plan Set

This Document Type should be configured with a Default File Format of PDF. This Document Type must be configured with the Allow Multiple Revisions option. It is recommended to configure this Document Type with all Keyword Types used by your Plan Review solution.

This Document Type is used to store plan sets generated from the Review Cycle folder.

Markup Images

This Document Type should be configured with a Default File Format of Image File Format. This Document Type should also be configured with the Name Keyword Type.

This Document Type is used to store the markup images used by the Image button in the internal viewer. Only .bmp, .gif, .jpg, .png, and .tiff file types are supported for use as image markups.

Plan Review Comment Letter

This Document Type should be configured with a Default File Format of MS Word Document. This Document Type should also be configured with the following Keyword Types:

  • Project Name

  • Project ID

  • Discipline

  • Sheet Type

  • Sheet Name

This Document Type is used to store Plan Review Comment Letters generated using Document Composition.

Plan

This Document Type should be configured with a Default File Format of PDF. This Document Type also needs to be configured with the Allow Redaction Bitmaps option, the Allow Multiple Revisions option, and the Allow Multiple Renditions option.

This Document Type should also be configured with the following Keyword Types:

  • Project Name

  • Project ID

  • Discipline

  • Sheet Type

  • Sheet Name

This Document Type is used to store all submitted Plan Review documents.

Plan Review Imported Documents

This Document Type should be configured with a Default File Format of PDF.

This Document Type should also be configured with the following Keyword Types:

  • Project Name

  • Project ID

  • Discipline

  • Sheet Type

  • Sheet Name

This Document Type is used to store PDF documents that were reviewed externally and have PDF comments that need to be imported into the plan set.