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RedTeam Flex - New Plans & Specs: Reviewing, Rescanning and Confirming Plans

Reviewing Uploaded Sheets

The new review window allows you to:

  • Scroll through sheets using the left panel

  • Edit names and numbers manually

  • Preview all uploaded sheets in one place

Rescanning Sheets

If OCR results are incorrect:

  1. Click Rescan

  2. Choose to rescan Just This Sheet or All Unconfirmed Sheets:

    1. Sheet name

    2. Sheet number

  3. Use the Sheet Name and Sheet Number highlights tools to drag over the areas to re-scan

  4. Select Start Re-Scan button

Reviewing and Committing Plans

  • Confirm individual sheets in the review window, or use the bulk selection tools to commit multiple sheets at once from the grid (see Bulk Selecting and Managing Sheets below)

  • Once confirmed, plans move from DraftCommitted status

  • Only the latest version displays in the main view

  • Fields on a committed sheet are locked — to make changes, uncommit the sheet first

⚠️ Note: During review, a warning message prompts you to verify sheet data carefully before confirming. A Select All checkbox lets you confirm all unconfirmed sheets in a single step.

Bulk Selecting and Managing Sheets

You can select multiple sheets at once to commit or uncommit them in bulk:

  • Use the checkbox column on the left side of the Plans or Specifications grid to select one or more items.

  • Once a selection is made, a bulk action toolbar appears at the top of the grid

  • Available bulk actions include:

    • Commit — commit all selected Draft sheets at once

    • Uncommit — revert committed sheets back to Draft status

  • If an action is unavailable for your current selection, the button will appear disabled with a tooltip explaining why.

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