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Document Control

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Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...
Brady Poppelreiter over 4 years ago in PS Web App & Platform / Document Control 0

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann almost 2 years ago in PS Web App & Platform / Document Control 0

Expand/Collapse-All Button in Meeting Topics

When jumping between Topic items when there are a lot of items, it would be nice to be able to collapse all topics, then select the one needed.
Harold Tuggy over 1 year ago in PS Web App & Platform / Document Control 0

Please add responsible company or to/from capability to RFI form for reporting/exporting RFI reports

In many cases we need to upload our RFI to the architects system (we cannot use assignments and notifications, they do not want emails - we can't even email them the report, we have to upload it to Newforma). We need to have the ability to show to...
Guest over 5 years ago in PS Web App & Platform / Document Control 0

Button or alternative method to expand all topics within Meeting Minutes

Expand meeting minutes quicker, everyone using meeting minutes. Function just like a check all box but would expand all.
mark Lindley about 1 year ago in PS Web App & Platform / Document Control 0

minutes should print all action items

When attempting to print the meeting minutes, it does not print any of the action items. Yes it is an option on the pull down screen to print them, however it does not work. In fact all the options for printing meeting minutes do not print anythin...
Jonathan Elder over 3 years ago in PS Web App & Platform / Document Control 0

Submittal Package & Submittal Transmittals

GC, Clients & Consultants (Architects & Engineers: would benefit. 1st Issue - the submittal package detail reports does not have a column with the description only the subject. 2nd - The Submittal Package does not have the ability to uploa...
Brian Shawe about 5 years ago in PS Web App & Platform / Document Control 0

I would like to see the undo button when adding meeting notes.

we need the undo button so we can work easily on meeting minutes notes.
Guest over 1 year ago in PS Web App & Platform / Document Control 0

Submittal Revisions

When viewing a Submittal that has a revision, consider adding a link or button to the previous version or include it in the Submittal History
Wil Marto over 1 year ago in PS Web App & Platform / Document Control 0

Ability to assign Project Roles to distribute documents in RFIs & Submittals

Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...
Guest almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

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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