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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

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 about 1 year 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 about 1 year ago in PS Web App & Platform / Document Control 0

Assign Multiple Locations

Some RFIs pertain to more than one area and adding multiple locations can help clear up where it is related to.
Guest almost 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 over 4 years ago in PS Web App & Platform / Document Control 0 Defect

Adding a Closed Status for old versions of submittals

While we are going through the submittal process we occasionally get some submittals that are needed to be revised. Once the new revision of submittal has been uploaded the original submittal or rejected submittal should be closed because there is...
Guest over 2 years ago in PS Web App & Platform / Document Control 0

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

Add "responsible company" filter to submittal packages

There is no way to sort submittal packages by trade partner. This filter is available in other modules.
Alex Wong 8 months ago in PS Web App & Platform / Document Control 0

RFI Revisions - No Option to Create

There is no option to create a revision to an RFI. A new RFI has to be created. Having an "R1" to an RFI is very helpful for the contractor, owner and architect. The function wouldn't even need to carry over the original response and answer. Just ...
Guest about 5 years ago in PS Web App & Platform / Document Control 1

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 over 2 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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