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Document Control

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Immediate Notifications for RFI and Submittal Comments

The fact that it takes 30 minutes for email notifications to go out for added comments on RFI's and Submittals is causing chaos on our projects. These notifications should be immediate, please fix this ASAP.
Gabriel Martins over 1 year ago in PS Web App & Platform / Document Control 0

Saved View For Submittal Packages

When editing a submittal package it would be helpful to custimize that screen and save the view.
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

Record visibility by company

Need the ability to set record access by company. There is an option within the record settings to allow the ProjectSight project owner to access all records, but that's it. It would be nice to be able to say that the Owner, or Architect, or some ...
Guest over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Allow Group Assignment to RFI and Courtesy Copy

When an RFI is received, its laborious to assign individually. If one could assign an RFI to a 'Design Team' Group, or courtesy copy meeting minutes to 'Contract Team', 'and Design Team', this would be helpful.
Ciaran O'Brien almost 3 years ago in PS Web App & Platform / Document Control 0

Add a toggle that turns all switches on/off

My project has allot of submittal status categories and it can be tedious switching multiple toggles on and off to filter the list. This can be frustrating when you want all on but one toggle. I think it would be nice to have a toggle at the top t...
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

RFI Reports Need Cost Impact

Please add an RFI notification report option that is "detailed, with comments, links, and cost impact". As currently programmed; we are not able to send an RFI with a PDF notification that has the comment and the cost impact in one PDF. It is esse...
Guest almost 3 years ago in PS Web App & Platform / Document Control 0

Add feature to Submittal Packages for Action Items

Similar to how Action Items function in the Meetings record type, our team would like to request that the Action Item feature be added to Submittal Packages record type. This would allow assignment of specific items to staff on the project as they...
Rick Parker over 1 year ago in PS Web App & Platform / Document Control 0

PDF Stamp Status Change

When adding an A/E stamp to a PDF set, RFI/Submittal, allow the workflow status to change to the applicable party that is assigned next in line to the workflow chain.
Nick Weilemann over 1 year ago in PS Web App & Platform / Document Control 0

Log that a transmittal was sent in the History Tab when you click "Send Transmittal"

In the Transmittal module when you click "Send Transmittal" the system does not track that it was sent in the History tab so you have no idea if it was actually sent or not. This is one of the only modules that does not have an Assigned To field b...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Link Status to answer/resolution

Would like the ability to link a Status (Workflow) value to the Answer/Resolution of the record. Similar to how ProjectSight currently functions by automatically switching from Draft to Open when a user is Assigned, we'd like the ability to set an...
James Vandezande over 4 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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