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Document Control

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Filter Closed vs Open Submittal Packages

We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
Ellen Shirreffs 10 months 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 over 5 years ago in PS Web App & Platform / Document Control 0

Ability ot change date and time on both questions and answers for RFI and Submittals

Need to reflect data for historical accuracy, have accurate turn arounds for litigation and court proceedings for project. Be able to prove failure of engineer to provide answers in a timely manner. This needs to be addressed as soon as possible.
Guest 11 months 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 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 about 4 years 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 about 5 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 over 3 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

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 12 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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