How easy is it to use Approve Your Plan?

There are 3 user levels in Approve Your Plan.

System Administrator:

• Sets up Internal Users
• Uploads Firm’s ID/Logo

Internal Users:

• 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.

External Users:

• 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.