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Document Control

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Summary of Overdue Items

Provide (1) summary email daily of items that are overdue rather than an email for each overdue item. For instance, if you have 10 overdue items, send (1) email at the end of the day as a reminder instead of 10 individual emails.
Tim Long about 14 hours ago in PS Web App & Platform / Document Control 0

Notification Settings

Add the ability to notify users on a basis other than daily or once. It would nice to be able to send notifications every week or every two days for instance. Daily is too often and once is not enough.
Tim Long about 14 hours ago in PS Web App & Platform / Document Control 0

Ability to add default users as CC in RFI/Submittals

This is currently not an option. I chatted with Projectsight today about it and the only default users that can be added is for "Assigned to". We have many projects and many CFM's and it would be nice to have them autopopulate instead of me going ...
Amanda Luna 1 day ago in PS Web App & Platform / Document Control 0

Add what the impact will be to the email notification

It would be useful to show in the email for when submitting a RFI to engineer or construction manager that doesn't have an account with Trimble connect before it turns into a change order
Guest 5 days ago in PS Web App & Platform / Document Control 0

Transmittal Header Description on the tile view

Add a header description to the tranmittal entry and have that description show on the tile view.
Guest 17 days ago in PS Web App & Platform / Document Control 0

Ability for users to mark their own RFI Assignments as done but prevent them from marking assignments for other users.

Ability for users to mark their own RFI Assignments as done but prevent them from marking assignments for other users.
Trimble ProX Team 22 days ago in PS Web App & Platform / Document Control 0

Submittal e-mail comments and attachments

Because on submittals they have the Documents for Review area it would help to keep it clear what is to be reviewed if when a contractor just replies to their e-mail notification for a submittal request and attaches their submittal documents there...
Shelly Klarner about 1 month ago in PS Web App & Platform / Document Control 0

The ability to hide submittals instead of deleting them and losing all of the information when creating revisions

It would be useful to have the ability to hide submittals instead of deleting them when new revisions are created. We are struggling with Subcontractors updating the most current submittal. When the original submittal is deleted and a revision is ...
Amanda Luna about 1 month ago in PS Web App & Platform / Document Control 0

Ball In Court Indication

There is no “Ball in court” indication, so Architects must open every single email, every time to make sure he doesn’t have anything due. Or alternatively, every time he gets an email from ProjectSight, he has to login and check the status of what...
Jackie Allen about 2 months ago in PS Web App & Platform / Document Control 0

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal)

Ability to automatically add custom cover sheet to Submittals and RFIs (just pdf, without crystal). A requirement on most projects. Removes a step for most customers of ProjectSight every time they create an RFI or Submittal.
Teresa Hiller 2 months ago in PS Web App & Platform / Document Control 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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