Adding Existing Documents - 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

You can add existing documents in OnBase to a Plan Review project.

To add existing OnBase documents to a Plan Review project:

  1. From the Plan Review ribbon, select a Plan Review project from the Available Projects pane.
  2. Click the Add Plan Document drop-down button.
  3. Select Add Plan Document. The Add Plan Document pane is displayed.
    Note:

    The Add Plan Document pane contains a list of all documents currently in OnBase with a Project ID Keyword Value equal to the Project ID of the selected project.

  4. Select a document to add to the selected project.
  5. Select the Discipline for the document from the Discipline drop-down list.
  6. Select the Sheet Type for the document from the Sheet Type drop-down list.
  7. Enter a sheet name for the document in the Sheet Name field.
    Note:

    If the document being added uses the same Sheet Name as an existing document within the selected project, it is imported as a revision of the existing document.

  8. Click Add Document. The document is added to your project list.
  9. Repeat this process as many times as needed to upload all documents for your project. If you need to add any documents to your project to be used solely for reference, see Adding Reference Documents to a Project.