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Document Control

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Make the Transmittals & Correspondence Portal More User-Friendly & Intuitive

Make the Transmittals & Correspondence Portal more user friendly & intuitive.
Brennan O'Brien 5 months ago in PS Web App & Platform / Document Control 0

Ability ot change date and time on both questions and answers for RFI and Submittals

Need to reflect data for historical accuracy, have accurate turn arounds for litigation and court proceedings for project. Be able to prove failure of engineer to provide answers in a timely manner. This needs to be addressed as soon as possible.
Guest 5 months ago in PS Web App & Platform / Document Control 0

Functionality in Submittals Register to sort submittals by latest revision

On the Document Control>Submittals screen, is there a way to sort submittals so only the latest revision is displayed? I’d like to print a report that shows only submittals that require a revise and resubmit as the latest status and have no sub...
Guest 5 months ago in PS Web App & Platform / Document Control 1 Likely to implement

I need a way to import specifications for submittals by just the number

I am looking for when using the import/export for the excel spreadsheet to recognize the specification numbers by themselves rather than also having to include the description.
Frances Kelly 5 months ago in PS Web App & Platform / Document Control 0

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 5 months 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 5 months ago in PS Web App & Platform / Document Control 0

Submittal - Promote to Architect Review

Currently, there is an upload document for review, a comments area where you can upload submittals, and the ability to mark off a document as approved in the submittals module. It can be hard for the architect to see especially if there are multip...
Henrick Malpica 6 months ago in PS Web App & Platform / Document Control 0

Allow Filtering of Submittal Log to Current Rev Only

When generating a report for our client to show them any open submittals that are either in a Revise and Resubmit status or Submitted status we can filter the list using the filters on the right hand side of the screen. The issue though is that th...
Jeff Miller 6 months ago in PS Web App & Platform / Document Control 0

Email Notification with Resolution

When a comment is added to an action that includes a resolution and an update email is sent out when the comment is posted, it should also alert everyone that this comment is marked as a resolution.
Matthew Votoupal 6 months ago in PS Web App & Platform / Document Control / Field Management / Notifications 0 Future consideration

Requesting ability to add additional responsible companies to Meeting Minute topics.

Client when making meeting minutes needs to have more than one company responsible for Meeting topics. The current application only allows for one. Please add the feature to select at least 2 responsible companies.
William Atchison 6 months 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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