Importing Review Comments from an External File - 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

In some cases, users may review PDF plan documents outside of OnBase. After a user creates a PDF document with PDF review comments, the comments can be imported into OnBase as Plan Review comments. To import PDF comments from an external PDF document, follow these steps:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Open a Plan Review project.
  3. Select the Import Review folder from the Project View pane. The Project Documents list is populated with all Import Review documents related to the selected project.
  4. Select a document from the Project Documents list.
  5. Click the Import Review button from the Plan Document section of the ribbon.

    The Import Review Processing dialog box is displayed.

  6. Select the department all imported comments should be mapped to from the Departments drop-down list.
  7. Select the user all imported comments should be mapped to from the Users drop-down list.
  8. Click Import Review. The PDF comments on the selected document are imported onto the related plan document and converted into Plan Review comments.
    Tip:

    You can select the Mark as Processed or Mark As Not Processed option to update the processed status of the document without importing its comments. The document's status is displayed in the Processed column of the Project Documents list.