Document Control

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Would like the formatting of meeting topic notes to apply to reports automatically.

When printing your reports the formatting of meeting topic notes does not come over. It would be nice if this did. This completely confused me that it did not come over to the reports automatically.

Guest about 1 year ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

16 VOTE

Email Notification Should Identify the RFI's "Importance"

If an RFI is flagged as "Urgent" or "High", the email notification should clearly identify this to the review parties. Please add the "importance" status in the subject field and in the body of the email. URGENT RFI's should either be flagged or d...

Meagan Rice over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

13 VOTE

Selecting Multiple Locations for RFI's

There are situations where an RFI could affect more than one location, the ability to select multiple locations for an RFI does not currently exist. The system allows for sub-location creation but this option does not satisfy all cases. The only w...

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

8 VOTE

Submittal numbering- allow manual manipulation to add letters, example @ 3A

Allow manual manipulation of submittal & RFI numbering. Sometimes submittals have several parts that are not all submitted at the same time. It helps with organizing.

Guest about 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

3 VOTE

Have scheduled daily to do action items or checklist to add to daily report

Daily scheduled "to do" or action items that can be tied to the daily report and so I don't have to create daily action items. Maybe a "scheduled task" and then "repeat daily, weekly, monthly as options." I mostly need them for the daily report, s...

Jeff Nardoni about 1 year ago in PS Web App & Platform / Document Control 0 Future consideration

12 VOTE

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 about 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

10 VOTE

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 almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

11 VOTE

Ability to assign Project Roles to distribute documents in RFIs & Submittals

Enhancement description: Ability to assign Project Roles to distribute documents in RFIs & Submittals What is the customer trying to accomplish? Client wants the ability to assign RFI's or Submittals based on Project Role How is the lack of fu...

Guest almost 6 years ago in PS Web App & Platform / Document Control 0 Future consideration

9 VOTE

Add Submittal Final Due Date.

When using the "Use Lead Time to Set Due Dates" function in the submittals module it locks the due date and it cannot be changed unless you turn the functionality off. We would like to add a Submittal Final Due Date field that tracks off of the as...

Guest almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

10 VOTE

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

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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