How easy is it to use Approve Your Plan?
There are 3 user levels in Approve Your Plan.
- Sets up Internal Users
- Uploads Firm’s ID/Logo
- Set up projects,
- Enter client information,
- Establish project, client and other’s usage rights, and
- Upload a drawing with comments for a client to review.
- A client is automatically notified by email that your drawing is ready for review,
- The client reviews your drawing,
- The client can easily mark up (but not change) and comment on the drawing,
- The client sets their approval status for drawing, and
- Then automatically returns it for you to see.
Whether you are the System Administrator, an Internal or an External User you can be up and running in as little as 5 minutes.