How to use ProjectDox (Applicant Training Videos)

Module 1: Introduction to ProjectDox

Contents

• 0:00 – Intro
• 0:41 – What is ProjectDox?
• 2:07 – Benefits of using ProjectDox
• 3:24 – Connecting to ProjectDox (Web Connection & Recommended Browser)
• 3:31 – Supported Browsers for Macs or Mobile Devices

Additional Resources

Open ProjectDox 

Click to launch the ProjectDox application.

Allow popup windows in ProjectDox 

Instructions for allowing popup windows in ProjectDox.

How to login to ProjectDox 

A guide to help new ProjectDox users log into ProjectDox for the first time.

ProjectDox quick start 

A guide to help ProjectDox users get started.

ProjectDox applicant user guide

A printable manual to help you with the complete plan review process.

Frequently asked questions

Module 2: Navigating ProjectDox

Contents:

• Time - Subject
• 0:00 – Intro
• 1:04 – Accessing ProjectDox
• 1:20 – Login ID (Email) and Password
• 1:50 – ProjectDox home screen
• 2:42 – Tasks tab
• 3:19 – Accepting a Task
• 6:21 – Projects tab
• 6:31 – Filtering and Customizing Projects columns
• 8:11 – Opening a project
• 9:10 – Accessing files (drawings and documents)
• 10:10 – Downloading approved files
• 10:16 – Viewing Markups
• 12:03 – Accessing Project Reports
• 12:23 – Review Comments Report
• 12:40 – Review Comments and Corrections

Additional Resources

File naming standards

ProjectDox sorts and manages files based on their names. It is important to follow approved file naming standards for your project.

Uploading files in ProjectDox

General instructions on how to upload files into ProjectDox using the Files Tab.

Preliminary Intake Checklist

Use this checklist to make sure you are ready to submit your permit application.

Module 3: Review Windows

Contents:

• Time - Subject
• 0:00 – Intro
• 0:50 – Overview of Tasks
• 1:23 – The Workflow Designer
• 1:58 – Overview of Changemarks and Library Comments
• 2:20 – Comment types
• 2:38 – Reviewing and responding to Changemarks
• 4:04 – Reviewing and responding to Reviewer Comments
• 5:00 – Use reports for full transparency
• 5:35 – Workflow Routing Slip report
• 6:20 – Department Review Status report
• 6:52 – Changemarks report
• 7:15 – Review Details report
• 7:32 – Downloading reports to Excel

Additional Resources

Review Comments Guide

Learn how to respond to comments from reviewers using the Review Comments List.

Running reports

Learn how to run and export reports about your project.

Module 4: View Only Access

Contents:

• Time - Subject
• 0:00 – Intro
• 0:37 – Role of the ProjectDox Applicant
• 0:52 – Overview of View Only members
• 1:14 – View Only access
• 1:58 – Viewing and exporting reports

Additional Resources

How to add view only members

Step-by-step instructions to give team members view only access to projects.

Module 5: Resubmit

Contents:

• Time - Subject
• 0:00 – Intro
• 0:38 – Accepting the Applicant Resubmit Task
• 1:17 – Addressing corrections in the Review Comments List
• 2:11 – Comment types
• 2:44 – Comment statuses
• 2:54 – Replying to Changemarks and Comments
• 3:24 – Filtering Comments
• 4:20 – Adding a Comment
• 4:48 – Uploading updated files
• 5:55 – Verifying versioning
• 6:10 – Uploading new files
• 6:38 – Finishing the Applicant Resubmit Task
• 6:47 – Accessing the Applicant Resubmit Checklist

Additional Resources

Applicant Resubmit Guide

A step-by-step guide for the entire resubmittal process.

Upload new and versioned files

Learn how to resubmit corrected files and how to upload versioned files.

Applicant Resubmit Checklist

Complete this form with every resubmittal. Upload it to the Documents folder in ProjectDox.

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