Generating a Review Project Letter - 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

Once you have finished reviewing and marking up the project documents and are ready to submit your feedback to the submitter, you can generate a letter to be transmitted to the project submitter along with your comments and revisions.

To generate a project letter:

  1. Click the Plan Review tab. The Plan Review layout is displayed.
  2. In the Available Projects pane, click the Search Projects tab.
  3. Specify your desired search criteria.
  4. Click Find. The search results list is displayed.
  5. Select a project from the search results list.
  6. From the Project View pane, select the Review Cycle Documents folder.
  7. On the Plan Review ribbon, in the Create ribbon group, click Create Letter.
  8. Select the desired letter template for the project letter. A project letter is generated and saved in the Review Cycle Documents folder.
    Note:

    This letter is saved as a Microsoft Word document. If you would rather store this document as a PDF, see Converting a Word Document to a PDF Document.