Guide
Use this applicant quick start guide to get started with ProjectDox.
1. Complete your permit application.
- Work with your Process Manager or submit your completed permit application online through DevHub.
2. Prepare files for submittal. Plans must meet specific size and naming conventions.
- Plans are not to exceed 36 X 48 E/O
- Each drawing must on a single sheet. Multiple page drawings are not accepted.
- Follow detailed file naming guidelines noted below.
- Add required third-party verified digital signature or seal to the project submission as needed.
- Do not password protect, encrypt or secure files.
3. Receive an email invitation from ProjectDox@portlandoregon.gov.
- The email contains your project information and a link to open the project in ProjectDox.
4. Upload project plans and documents to ProjectDox.
- Select the appropriate destination folder when uploading plans and documents.
- Example: upload drawing files to the Drawings folder.
- Quick Start to File Naming Standards:
- File names should reflect the file’s content.
- Limit the file name to 50 characters or fewer. Use abbreviations when necessary.
- Follow these rules when using special characters.
- Do use “.” (period), “&” (ampersand), and “ – “ (dashes).
- Do NOT include any special characters including “_” (underscores), %, #, “,” (commas), etc.
- Example: 005 A101 THIRD FLOOR PLAN
5. Complete the Upload Task in ProjectDox.
- Select the Tasks tab.
- Select the Applicant Upload Task associated with your project.
- Select the box confirming you have completed this task and are ready to submit.
- Select Upload Complete – Notify the City of Portland.
6. View Project Status and Comments.
- View project status and review comments at any time by selecting the Status tab and Reviews tab.
7. Prepare and upload corrected files.
- Select the Tasks tab; select the Applicant resubmit Task associated with your Project.
- Proceed with uploading the corrected files. Please be sure to submit responses to all comments.
- Use the exact same file name on revised files as the original file name. When you are successful, you see a “V” followed by a number next to the newly uploaded file name.
8. Complete the Applicant Resubmit Task.
- Once all corrected files are reuploaded, you are ready to resubmit to the City.
- Scroll down on the Applicant Resubmit Task eForm.
- Check off the boxes confirming you have completed this task and are ready to submit.
- Select "Complete to notify the City of your completion".
9. Download reports about different aspects of your project.
- The Workflow Routing Slip report shows project status.
- The Department Review Status report shows department reviews for a specified workflow.
10. Review cycles continue until project is approved.
- Once the Applicant Resubmit Task is complete, City staff review the corrections. The review cycle continues until all the requirements are met.
- ProjectDox@portlandoregon.gov sends an email when the project is approved, and issuance fees are due.
Return to the "How to use ProjectDox (Applicant training videos) page.