Import a plan

A plan is the reference document on which you place your annotations. On the dashboard you import as many as you need, by drag and drop.

Importing a PDF

In the project, click Add a plan.
Drag your PDF files into the area provided, or click Browse files.
Check the summary, then click Import.

You can drop several files at once. Each shows its progress: preparing, queued, uploading, finalising.

A multi-page PDF becomes several plans

This is the point that surprises people most often. A plan always corresponds to a single page.

When you import a multi-page PDF, PhotoReport splits it automatically: an 8-page PDF becomes 8 separate plans, in document order. The confirmation screen tells you before the import starts, for example:

This PDF contains 8 pages. It will be added as 8 separate plans, one per page. You can rename or reorder them afterwards.

If you drop several files and some have multiple pages, the summary details the total: how many files go in, how many plans come out.

This is the same behaviour as on iPhone, iPad and Android.

Creating a plan from a photo

The drop area only accepts PDFs. To start from an image, for example a photo of a paper plan pinned up on site, use Plan from a photo and choose an image file.

The plan is created under the name “Photo plan”, which you can rename right away.

Rename, reorder, delete

From the project’s plans grid:

Rename: open the plan’s menu and choose Rename.
Reorder: grab the drag handle and move the plan. The order is the one your reports will use.
Delete: the plan is deleted permanently after 30 days.

If the import fails

Message	What to do
Only PDF files are accepted for now	Use Plan from a photo for an image
File too large	Shrink the PDF, or split it before importing
Storage quota exceeded	Free up space or change plan. See Storage