Adding a New Location Parcel - 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

To add a new location parcel to a Plan Review project, follow these steps:

  1. Select the Projects tab. The Projects window is displayed.
  2. Select the folder button for the project you want to add a location to.

    The Project Information window is displayed.

  3. Select the Edit hyperlink. The Edit Project Information window is displayed.
  4. Expand the Location Parcels section.
  5. Click the + (Plus) button. A new Parcel field is added within the Location Parcels section.
  6. Type the value of your new parcel in the Parcel field.
    Tip:

    You can click the - (minus) button next to a Parcel field to remove that parcel from the list.

  7. Click Save.
  8. Repeat this process as many times as needed to assign all required locations to your project. Once you have finished assigning locations to your project, you should continue on to Adding Documents to a Project.