Adding New 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 import new documents into OnBase and add it to an existing Plan Review project.

Note:

Unless otherwise noted, OnBase does not support the import of files larger than 2 GB.

To import a new document:

  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 From File. The Import a document window is displayed.
  4. From the Import tab, click Browse to browse to the location of the file you want to upload.
  5. Select the Document Type for the document from the Document Type drop-down list.
  6. Select the File Type for the document from the File Type drop-down list.
  7. Enter the document date in the Document Date field.
  8. Enter any Keyword Values in the Keywords section.
  9. Click Import. A message is displayed that notifies that you must enter a sheet name for the project to complete adding the document to the project.
  10. Click OK. The Add Plan Document pane is displayed in the Plan Review layout.
  11. Select the document in the Document Name list.
  12. Select a Discipline for the document from the Discipline drop-down list.
  13. Select a Sheet Type for the document from the Sheet Type drop-down list.
  14. 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 will be imported as a revision of the existing document.

  15. Click Add Document. You document is uploading into OnBase and added to your project.
  16. 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.