Importing Review Comments - Importing Review Comments - After both documents are imported and properly associated, you can import the external PDF review comments into the Plan Review project and convert them into Plan Review comments. - OnBase - Electronic Plan Review - OnBase/Electronic-Plan-Review/Foundation-23.1/Electronic-Plan-Review/Usage-Reviewer/Getting-Started/Reviewing-Documents/Adding-Comments-to-a-Project/Importing-Review-Comments-from-an-Externally-Reviewed-PDF/Importing-Review-Comments - Foundation 23.1 - Foundation 23.1

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2026-05-06T23:03:08.111616
ft:locale
en-US

After both documents are imported and properly associated, you can import the external PDF review comments into the Plan Review project and convert them into Plan Review comments.

To import review comments:

  1. Navigate to the Plan Review tab in OnBase Unity Client.
    The Plan Review window is displayed.
  2. Open the Plan Review project into which the plan document and the PDF document with comments have been imported.
    The Project Documents list is populated with all documents related to the selected project.
  3. Select the Import Review folder from the Project View pane.
    The system uses the Externally Reviewed Plans Custom Query to automatically generate the Project Documents list with all documents related to the selected project, based on Project ID.
  4. Select the externally reviewed PDF document from the list.
  5. Click the Import Review button from the Plan Document section of the ribbon.
    The Import Review button depicting the cloud-shaped icon and the upward-facing green arrow
    The Import Review Processing dialog box is displayed.
    The Import Review Processing dialog box with the Departments and Users drop-down lists
  6. From the Departments drop-down list, select the department all imported comments should be associated with.
  7. From the Users drop-down list, select the user all imported comments should be associated with.
  8. Click Import Review.
    Tip:

    You can select the Mark as Processed or Mark As Not Processed option to update the processed status of the document without importing its comments. The document's status is displayed in the Processed column of the Project Documents list.

The PDF comments on the selected document are imported onto the related plan document and converted into Plan Review comments.

To view comments, see Viewing Comments.