During review process you may be prompted to resubmit corrections or other required files. This can be done in a variety of ways:

• Email Invitation: You will receive an email inviting you to resubmit based on review comments/requests. Login as before and accept the ‘Applicant Resubmit Task’.

• Step 1 will show how many unresolved comments, info only comments and files with markups that exist.  

• Click Review Comments (or expel to Microsoft Excel if preferred).

A grid will appear listing all items, with a menu above that allows you to filter comments to your preference.  There are four possible categories of comments, explained below. A response is required for all unresolved items. 

Categories of Comments:

• Info Only - Information from the reviewer for your benefit not requiring response or change.

• Unresolved - Shows a visual file that requires a correction or change to be made.  A revised file will need to be uploaded and a response comment needs to be submitted.

• Resolved - The previous correction or change requested was resolved by the reviewer.  No change is needed, and no response is required.

• Question - The reviewer has a question regarding the submittal that requires a response comment, but no corrections need to be made on the file.

 *Note: Anything typed into the response column will automatically be saved. 

Information on the Reviews Tab:

• Reference # (Ref# __) is a unique number for each correction item used to communicate with the reviewers. 

• Markup Name is the name of the correction item

• Department is the name of the department the correction came from

• Reviewer Name is the name of the reviewer who added the item on your submittal

• Markup Date is the date that correction was placed on your submittal

• Cycle # tells you what review cycle that correction item is in

• Category explains what kind of markup it is

• Snapshot gives a thumbnail image of where the correction is on the file.  You can click that option to enlarge the view on the correction

• File Name allows you to open to a full size view of that file with the markup included

• Markup Details explains what needs to be changed or corrected

• Download Arrow is a one step click to download the files with the markups as PDFs to be saved on your computer or emailed to third-parties.

Responding with Excel Spreadsheet

• If exporting your comments to an Excel Spreadsheet, click the Export to Excel. 

•  Click Single XLSX file and Download, all of the information provided on ProjectDox will populate into an excel spreadsheet with identifying comment columns.  It is a protected document with ability to enter an applicant response but no capability of editing any other column or row.  Under the view column, you can access the full screen view on plan markups if you click the open link.

When you are ready to import responses, login into ePlans and open the Application Resubmit Task. 

• Click on the Import Excel Responses button. 

• ePlans will show you a total of what is imported, and any new response will replace an existing response.

Viewing Full Screen Markups

To view markups with a full screen, click on the file name and begin reviewing the reviews requests.  A response area is provided to the right for each correction item listed.  This provides a visual option for navigating through correction requests and comments.

Uploading New and/or Versioned Files

Once you have opened and reviewed the resubmit task:

• Scroll down to click the appropriate tab for your uploads: Versioned Files or New Files. 

  • Versioned Files are for uploading a new/corrected file that is replacing an existing file in ePlans. 

  • New Files are for adding a plan page or document that was not previously uploaded into ePlans.

Versioned Files

If you the select versioned files tab, it will ask if the new files are named exactly as the original files.  If you select YES, ePlans will not change the file name and you’ll have to option to Upload Plans or Upload Documents.  An error prompt will appear if the files are not precisely named. If NO, ePlans will automatically rename the file to match the existing file.

*Upload File Versions: A window will appear that displays all the files with markups. 

• Select the appropriate file you want to replace. 

• Review that you have the correct file(s) attached and click ‘Start Upload’.

• Viewing Files: Under Uploaded Files you can view all files uploaded by clicking the expand button.  ePlans automatically renames the file as a new version which is indicated in orange with a letter V(#) following by a number indicating uploads. 

New Files

If the new files tab is selected, the options to either Upload Plans or Upload Documents will appear.  Click the appropriate option and proceed with uploading.

Review/Delete before Final Submittal: Files will individually be marked to notify types of.

• Orange represents a new file not yet uploaded to ePlans. This is correct if the intent is to add an additional page into an existing plan set.  It is incorrect if it should be replacing an existing file, which means the new file name does not match the existing file name.

• Blue represents a new version of an existing file.  If uploading multiple revised files at once, all file names should appear blue indicating the new file names should match existing files in ePlans. 

• Red represents a new file that ePlans has compared to an existing file with the same name and both files are identical.  Since no change was made, ePlans will not upload this file.

[Next] Step #4: Prescreen Review & Corrections