How do I run a QC review on a plan set in PDFDepth?

Step 1 — Open the set and enable Quality Check Mode

Open your plan set in the workspace and flip on Quality Check Mode in the right-hand modes panel. The first time you enable it, two things happen: a QC stamp is placed on page 1 of the document, and the share dialog opens so the review can reach the rest of the team.

Step 2 — Share the set for review

Use "Share for QC review" to send the collaboration link (or "Copy link" to paste it wherever the team works). Everyone who opens the link sees the same document and the same stamp — there is no separate review copy to reconcile later. The stamp is a synced annotation, so sign-offs appear live for anyone with the set open.

Step 3 — Configure the stamp and assign the stages

Set your company name and the stamp subtitle, pick the ink, then assign each stage to its reviewer by initials. Only the assigned reviewer — or the stamp owner — can sign a stage off, and stages unlock in order, so nobody can verify changes that haven’t been made yet.

• Origination — the originator assembles the plans; any markup color allowed.
• Checked — the checker marks correct work in yellow and flags problems in red.
• Concurrence — the concurring reviewer agrees in green or disagrees in red.
• Changes Made — the originator highlights each revision in yellow.
• Changes Verified — a different person confirms each change in blue.

Step 4 — Work the chain

While a stage is active, every new markup — clouds, highlights, text notes, pins — is automatically forced into that stage’s ink, so the color discipline holds even when someone forgets. Reviewers mark up in context on the sheets, then sign their stage with initials and a date to unlock the next row of the stamp.

The QC progress panel shows the state of all five stages at a glance, which is where a manager checks where the set sits without asking anyone.

Step 5 — Finish and keep the record

When Changes Verified is signed, the chain is complete and the stamp on page 1 holds the full record — who checked, who concurred, who changed, who verified, and when. The stamp flattens into the exported PDF like any other annotation, so the review record travels with the plan set.

One honest caveat: the stamp records the review — it does not certify the design. QC Mode supports your process; the responsible engineer still decides what the markups mean.