Adding Documents to a Project - 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 plan documents to your Plan Review project for review.

Note:

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

To add documents to a project:

  1. Click the Projects tab. The Projects window is displayed.
  2. Click the Select button for the project you want to add documents to.

    The Project Information window is displayed.

  3. Click the Plan Documents tab. The Plan Documents window is displayed.
  4. Click the Browse button. The Choose File to Upload window is displayed.
    Note:

    PDF documents created with security options are not supported for use with Plan Review. Do not upload secured PDF documents into your Plan Review solution.

  5. Navigate to the documents you want to upload.
    Note:

    Document file names must not exceed 100 characters and should not contain double spaces.

  6. Click Open. The selected documents for upload are displayed in the Plan Documents list.
    Tip:

    Click the Clear button to remove all documents that are not yet uploaded from the Plan Documents list. Or, click the Remove button located in the Actions column.

  7. Select the Discipline for the document from the Discipline drop-down list for all selected documents.
    Tip:

    You can apply a single Discipline to all documents available for upload by selecting the button next to the Discipline header and selecting a discipline from the drop-down list.

  8. Select the Sheet Type for the document from the Sheet Type drop-down list for all selected documents.
  9. Type a description of the document in the Description field.
  10. Click Upload. A confirmation decision notification is displayed.
  11. Click Yes. The documents are added to your project file.
    Note:

    You can click Cancel while documents are uploaded to halt the upload process. Halting the upload process does not affect any documents that were already uploaded from your current Plan Documents list, but any documents that are not yet uploaded are removed from the Plan Documents list and are not uploaded.

  12. Repeat this process as many times as needed to upload all documents for your project. Once you are ready to upload your project for review, continue on to Submitting A Project.