Comparing 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

Often, documents are uploaded and reviewed multiple times. In some cases, you may be able to review a document more quickly by comparing the document to a previous revision. The Plan Review comparison tool provides the ability to quickly identify any differences between two documents, allowing users to quickly focus on the modified areas. When you compare a document to another document, Plan Review identifies and color codes the differences between the two documents.

To compare documents, follow these steps:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Open and select your desired Plan Review project.
  3. Open a document from the Project section. The document is displayed in the Document Viewer.
    Tip:

    Compare functionality is not supported for use with the Open Document Set feature.

  4. Select the Plan Review or Engineering tab from the ribbon to display all markup and comment options available for the selected documents.
  5. If revisions are available for the document, the number of revisions, along with the revision you are currently viewing, is displayed.
  6. Select one of the options from the Compare button in the Comparison ribbon group.

    The following options are available:

    Option

    Description

    Last Revision

    The selected document is compared with the most recent revision of the document.

    Note:

    This option is only enabled if the selected document has at least one previous revision stored in OnBase and your user account has permission to view revisions and/or versions for the appropriate Document Type.

    Any Revision

    The selected document is compared with any revision of the document you select from the Compare Revision pane.

    Double-click on the revision you want to compare the document to.

    Note:

    This option is only enabled if the selected document has at least one previous revision stored in OnBase and your user account has permission to view revisions and/or versions for the appropriate Document Type.

    Other Document

    The selected document is compared to another document you select from the Document Retrieval pane.

    Enter search criteria for the document you want to compare the selected document to, then click Find. Select the document you want to use from the document search results list. The document is compared with the selected revision.

    The Document Comparison window is displayed.

    The comparison document is displayed atop the original document in the comparison viewer. The viewer window contains an analysis of the difference between the two documents.

    Note:

    While using the comparison viewer, markups added to the document are not displayed and new markups cannot be added. Exit comparison mode to view and add markups to the document.

    Note:

    The page used for comparison from the comparison document is the page with the same page number as the page of the original document. If no such page exists on the comparison document, the last available page will be displayed instead.