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

44 VOTE

Automatic Submittal Register

Several competitors have been able to use OCR & algorithms to automatically read specs and create required register items. This would be a huge time saver for us.

Byron Grimm about 5 years ago in PS Web App & Platform / Document Control 1 Future consideration

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

20 VOTE

Submittals - Ability to use the spec section as part of the item numbering scheme

Ability to use the spec section as part of the item numbering scheme. Our master specifications call for the following spec numbering standard: IDENT-SPEC#-NUM-REV. (Ex: PROJ-064000-023-03)

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

4 VOTE

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

3 VOTE

RFI - Make the Author field editable on the Create Panel, Information Panel, and Batch Edit

There are situations where the person entering the RFI didn't necessarily initiate the RFI (could be someone that will not enter the system but the company needs to track it nonetheless). The Author can be changed after creating an RFI via the Sha...

Guest about 5 years ago in PS Web App & Platform / Document Control 1 Future consideration

1 VOTE

Ability to change author of an RFI

Situation comes up where we need to identify who initiated an RFI (when we can't get a third party to use the system for example), Right now we are adding them as assigned or CC'd but then there's a notification issue where they automatically get ...

Guest about 5 years ago in PS Web App & Platform / Document Control 0 Already exists

43 VOTE

Meeting Minutes - field for next meeting date

Client requesting a data field included in the grid for Next Meeting Date. (self-explanatory). This could be addressed with a custom field but would need the three "more" dots in this view to be able to change the included fields

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

8 VOTE

Ability to turn off autonumbering in Meeting Minutes

I am unable to turn off the auto-numbering for Meeting Items.

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

23 VOTE

Allow Multiple reviewers to "log as answer" in RFI or Submittals

Enhancement description: Allow Multiple reviewers to "log as answer" in RFI or Submittals What is the customer trying to accomplish? If we assign an RFI or Submittal to multiple reviewers, the system should allow both individuals to "log as answer...

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

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