After you have completed your initial upload task, our staff will do a cursory review to ensure that your submittal includes a minimum of information needed for our reviewers to start work. If they find that you are missing information or that there is a part of your submittal that needs attention, we will send an email informing you that a task is available. This is called the Prescreen Corrections Task.
Step 1: Click on the Start Task link in the email and login to ProjectDox.
Step 2: Enter your email address and password. Click Login.
Step 3: Click on the Accept button next to the Prescreen Corrections Task in the Tasks tab.
Viewing/responding to correction items
After you accept your Prescreen Correction Task, select the Review Comments button.
Selecting this button will open the screen where you will see what items require attention. Respond to each item in the Applicant Response column, by clicking in each box available and entering text. When you're finished responding, click the Close Window link in the upper right-hand corner. It will automatically save anything you typed.
Select Versioned Files or New Files Tab
Scroll down in the task and click on the appropriate tab to select Versioned Files or New Files.
Use the Versioned Files tab if you are uploading a new file that is replacing an existing file in ProjectDox.
Use the New Files tab if you are adding a plan page or document to your submittal that was not previously uploaded to ProjectDox.
If you select the Versioned Files tab, it will ask if your new files are named the exactly the same as the original files.
If you select Yes, ProjectDox will not change your file names and you'll have the option to Upload Plans or Upload Documents. See the section under the New Files tab for those instructions.
If you select No, ProjectDox will automatically rename your new file the same as the existing one.
Upload file versions: A window will open that displays all the files that have markups on them. Choose the file you want to replace and click on the Select File button.
Select the file: Select the new file from your computer. Click the Open button.
Reviewing/deleting files. The window will now show you the name of the new file that you selected and the name of the file it will replace. Since the new file name does not need to match the existing file name, it's very important that you verify you have the correct file selected. If you do not, click on the red X to the right to remove the file you selected and repeat the steps above to select the correct file. This is your only opportunity to remove an incorrect file before you upload it to ProjectDox.
Start upload: Once you’ve verified you have the correct file selected to replace the existing file, click on the Start Upload button. You'll see the status bar update as it uploads the file.
Viewing files: Scroll down to Uploaded Files. You can view the files that are uploaded to the folder you selected by clicking on the expand button. ProjectDox will automatically rename the new file you selected with the same name as the existing file and will create a new version of that file in ProjectDox. Behind the file name you'll see New in orange and a V# letting you know it's a new version of the existing file.
You can scroll up and continue to use the No under the Versioned Files tab to upload more versioned files as many times as necessary until your submittal is complete. See the instructions below on how to upload new files.
If you clicked on the New Files tab or if you are on the Versioned Files tab and select Yes, you will see an Upload Plans and an Upload Documents button.
Select plans or documents: Click on the appropriate button to Upload Plans or to Upload Documents. Below are the two options you may see:
Browse for files: Click on the Browse for Files button to select the files you want to upload. You can also drag and drop files into this window for upload.
Select the files: Select the files to upload from your computer. Multiple files can be selected by using your Shift or Ctrl keys. Click the Open button to select those files.
Reviewing/deleting files: The window will now show you the files you selected.
A file name in Orange means that is a new file that is not currently uploaded to ProjectDox. This will be correct if you are adding an additional page into an existing plan set. It will not be correct if this should be replacing an existing file. It would mean the new file name does not match the existing file name.
A file name in Blue is a new version of an existing file. If you are uploading multiple revised files at once, all the file names should be blue since the new file names should match the existing files in ProjectDox.
A file name in Red means that ProjectDox has compared the new file you selected to upload with the existing file in ProjectDox with the same name and the two files are identical. Since no change was made to the file, ProjectDox will not upload it.
You can click on the X to the right to remove any files you selected. This is your only opportunity to remove a file so be sure to scroll up and down and verify you have the correct files selected and remove any you don’t want to upload.
Start upload: Once you’ve verified you have the correct files, click on the Start Upload button. You'll see the status bar update as it uploads the file.
Viewing files: Scroll down to Uploaded Files. You can view the files that are uploaded to the folder you selected by clicking on the expand button. Behind the file name you'll see New in orange and a V# if it's a new version of an existing file.
Signing off your task
Save for Later: Selecting this button will not send your application to the county. It will save your work and you can continue to respond to the review comments and continue to upload plans and documents.
Submit: Selecting this button will complete your task and you will no longer be able to upload files or respond to the review comments.
When you are finished, check the box indicating that you have responded to all the review comments and have uploaded the corrected plans and/or documents. Click on the Submit button.