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Document Control

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Meeting Minutes up and down arrows

In meeting minutes security permissions there are no settings to limit the user from moving a record up and down. Even if security is view only, they can move a topic up and down. Please allow the ability for permissions on moving topics up/down.
Henrick Malpica 9 months ago in PS Web App & Platform / Document Control 0

I would like to see the undo button when adding meeting notes.

we need the undo button so we can work easily on meeting minutes notes.
Guest 10 months ago in PS Web App & Platform / Document Control 0

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

Issues Log Grid Provide Group Totals for Numeric Type fields in

It would be helpful to be able to have a summary of Cost Impact and Calendar Impact (perhaps custom numeric columns also) in the Issues grid. Which could show overall total by Status selected. This functionality might also be valuable for other Gr...
Bill Fadok about 1 year ago in PS Web App & Platform / Document Control 0

Meeting Minute Attendee Custom Statuses

Currently when marking attendance you can not if a particular contact is present, absent, or Nothing. Please grant the ability to customize the statuses of attendees. For example Present - in field, Present - Virtually, No longer needed, etc.
Henrick Malpica about 1 year ago in PS Web App & Platform / Document Control 0

For submittal tracking add a batch edit to move all start dates when the schedule shifts.

Instead of changing the “Start Date” on each submittal item based of the new schedule start date, add a way to say that the whole schedule was delayed 10 days, so all the submittals with a “Start” date will adjust 10 days therefore pushing the “Du...
William Atchison over 1 year ago in PS Web App & Platform / Document Control 0

Meeting Minute Attendees should be participants and receive workflow status notifications.

Why are meeting attendees listed in the form similarly to Assignees and not considered participants that would receive status notification for the meeting record? It confuses clients. They have to set contacts as a CC or Assign a task on a meeting...
William Atchison over 1 year ago in PS Web App & Platform / Document Control 1

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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