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

Open ProjectDox

Additional Resources

• Allow pop-up windows in ProjectDox 
• How to log in to ProjectDox 
• ProjectDox quick start guide
• ProjectDox applicant user guide
• 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
• Upload new and versioned files
• Applicant Resubmit Checklist. Complete this form with every resubmittal. Upload it to the Documents folder in ProjectDox.

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