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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

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

Submittal Transmittal

Request the submittal transmittal be added to project sight, similar to what is in Prolog. Submittal Transmittal should take submittal items from the package and insert them into the Submittal Transmittal.
J D over 1 year 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

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

Improve Meeting Minute Search by including additional Fields.

Improve the search option in the top right of the Meeting Minute List form. It needs to include topic fields and internal fields to that such as notes and comments. Right now the search is really too limited.
William Atchison 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 almost 5 years ago in PS Web App & Platform / Document Control 0

Ability to change default markup colors in Submittals "Documents for Review"

This would be beneficial because the contractors, A/E, and owners all typically create markups to submittals in different colors. To have to change the color of each markup one by one becomes tedious task and makes it significantly less efficient.
Guest over 4 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 almost 5 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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