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Document Control

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When Adding a Submittal in the "Enter a Description Box" the Option is to Add a Link & Upload a File

Until the Submittal is saved as a Draft the option to add a "DOCUMENTS FOR REVIEW" is not available. This leads to confusion, maybe the "Add a Link" should not be present or the Document for Review option in should be available in some format.
Brian Shawe over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Please only link 1 drawing when first creating record then adding record link to that drawing added

This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
Mercedes Green 7 months ago in PS Web App & Platform / Document Control 0

Include Title of RFI/Submittal in Email Distribution

I believe it to be beneficial for communication and organizational purposes for emails sent directly from ProjectSight regarding submittals/RFIs to include the actual assigned title of the submittal/RFI and not just the number. It was a request fr...
Guest about 2 years ago in PS Web App & Platform / Document Control 0

Submittal Number Field is not Sorting Correctly

This is not an idea for a future update, but instead a bug in the software that needs to be corrected. The sort by Submittal Number needs leading zeros to sort correctly. When sorting on the submittal number it jumps from 100 to 1000. If it were 0...
Dwain Wood almost 4 years ago in PS Web App & Platform / Document Control 0 Defect

Ability to Promote Multiple Comments to the Answer for RFIs & maybe Submittals

Enhancement description: Give users the ability to select multiple comments and promote them as the answer for RFIs. What are we trying to accomplish? Easily include all relevant information in an RFI response. How is the lack of functionality aff...
Brendan Radich almost 4 years ago in PS Web App & Platform / Document Control 0

Submittal Sorting

Need the ability to sort submittals by Number, Rev, and Spec Section at one time. Maybe give the abilty to 1st sort, 2nd sort ect. Also add multiple groups.
Guest about 4 years ago in PS Web App & Platform / Document Control 0

Add the ability to back date Date Resolved which appears in RFIs and submittals.

Currently the Date Resolved is pulled from the date a comment is created with the box checked for Marked as Approved Docs. This seems to be the only way a date is selected for the Date Resolved used in submittal reports.
William Atchison over 3 years ago in PS Web App & Platform / Document Control 0

Send files via Transmittals

We would like the ability to easily upload files to send via the Transmittals & Correspondence module. The main goal is to have a simple way to send files to recipients without requiring them to log into a web site such as Connect to download ...
James Vandezande almost 3 years ago in PS Web App & Platform / Document Control 1

Meeting Minutes Formatting

Change size of "COMMENT" on the meeting minutes report so it does not look like a new section. Currently this is larger and bolder than the actual meeting minute topic/description.
Guest over 3 years ago in PS Web App & Platform / Document Control 0

We would like the ability to auto increment PCOs between two different designations.

We would like to have dual incrementing. In the PCO system, we would like to designate our owner PCOs as Numbers 10,000+ and internal PCOs as numbers 0-9999. Currently we manually increment the numbers for each PCO.
Guest over 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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