Uploading a Revision of a Document - 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 upload a revision of a document that is already uploaded to the Plan Review project.

Note:

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

To upload a revision of a document:

  1. Click the Projects tab. The Projects window is displayed.
  2. Click the Select button for the project that contains the document you want to modify.

    The Project Information window is displayed.

  3. Click the Plan Documents tab. The Plan Documents window is displayed.
  4. For the document you want to update, click the document's Browse button.
  5. Navigate to the document you want to upload and click Open.
    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.

  6. Click Upload. You will be prompted to confirm your decision.
  7. Click Yes. The selected revision replaces the existing document.