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Document Control

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Meeting Minutes Attendees List

Please present the list of invitees in alphabetical order to aid in marking them present. Marking the invitees as present for the meeting, it is difficult when the list is very long and the names are in random order.
Dwain Wood over 2 years ago in PS Web App & Platform / Document Control 0

RFI History - No Record of RFI Being Issued

When issuing an RFI by Print Report Email, this action is not listed in the History tab. It should be shown in the History tab that the RFI has been sent, and it should list the recipients of the email as the most recent action. When clicking send...
Guest almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

Remove the system requirement to add text to the Submittal Description Field

When adding a new Submittal item, the "Subject" field and the "Description" are redundant, yet both system-required fields (Description is not technically a field in the field attributes area to even try turning it off, and Subject is there but ca...
Guest about 5 years ago in PS Web App & Platform / Document Control 0

Better Organization Hierarchy for Transmittals

It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
Mizzu Cho 11 months ago in PS Web App & Platform / Document Control 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho 11 months 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 months ago in PS Web App & Platform / Document Control 0

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 almost 4 years ago in PS Web App & Platform / Document Control 0

Submittal - Promote to Architect Review

Currently, there is an upload document for review, a comments area where you can upload submittals, and the ability to mark off a document as approved in the submittals module. It can be hard for the architect to see especially if there are multip...
Henrick Malpica 11 months 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 about 3 years 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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