Plan Routing Guide for Intake and Outtake
RECEIVING A FILE Click to Enlarge
Spacedox sends you an email notification when an applicant uploads a file for review. OPENING A FILE Click to Enlarge
Note: To open a file you must have the Brava Active "x" installed. See directions for 1st time login guide.
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1. For every applicant plan submittal or resubmittal you will receive a "New File Notification" email similar to the one to the left. This notification will provide the appropriate links guiding you to the submitted plan(s). 2. Click on a link to one of the files and this will be take you directly to that file in Spacedox (see screenshot below) 3. Once in Spacedox, intake personnel typically review the files for completeness. Each agency may have different standards for completeness. If a file or files are "complete" route to the appropriate reviewer(s). |
rOUTING SUBMITTED PLANS TO REVIEWERS |
OR JUST FORWARD THE ORIGINAL EMAIL NOTIFICATION TO THE APPROPRIATE REVIEWER (S).
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Step #1
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Click on the Topic Icon under the Thumbnail picture of the file you wish to notify others about. |
Step #2
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Click on "Add a Topic". NOTE: If there is/are an existing Topic(s) you still need to find the "Add a Topic" tab and create another Topic. |
Step #3
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Fill in the topic popup window by choosing a category from the drop-down list, filling in the subject with your own words, and providing text in the body of the email. (see screenshot below) |
Step #4
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Click on the "+" next to the "Reviewer " group to find a list of your reviewer(s). Applicants related to the current project will be found in the "Non-Group Members". |
Returning a Reviewed Plan to Applicant using email
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1. Choose File and click on the markups icon (new files do not have markup icon) next to the appropriate file name. 2. The "View Markup List" screen appears showing all associated markups for that file. Check “View” for the most recent markup for each “Author”. Next click on "View/Edit" at the bottom of the markup page.
3. Click on the "Publish Icon". |
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3. Click on the "Publish Icon".
4. Choose "Publish to PDF" 5. Choose Options: "Insert markup as PDF comment" "Include Changemark information" 6. Click on "OK" to proceed. |
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6. Click on "OK" to proceed
7. Click on either" "Save to file" "Email as attachment" If you Choose "Email as attachment"
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Your email server will open. Note that a link to the Brava viewer is automatically included in the email. An alternative method is to use Hightail Hightail has a free version that allows you to |
