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Document Control

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Add calendar invites to meeting minute notifications

Would be great to have ability to send an actual calendar appointment (.ical file) so anyone with any email/calendar program can open and save to their calendar from the meeting minute notification
Guest over 4 years ago in PS Web App & Platform / Document Control 1

Last modified fields are no longer updated when comments or file uploads are added to a record.

The way the Modified fields work eliminates the client's method to quickly look at the record list view and determine if a record has been updated. These Last Modified and Last Modified by fields were added to record views by client request (https...
William Atchison almost 2 years 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

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 8 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

Allow document comments with no text to be promoted and to alert the assignees and CCed users that a comment has been added.

Currently, if a user uploads a file to an RFI or Submittal as a response but they do not include any additional text within the comment, this "comment" will not send a notification to any assignees or CCed users, it also does not allow for the "pr...
Guest over 1 year ago in PS Web App & Platform / Document Control 1

Create Submittal Package from Submittal

It would be helpful to be able to create a new submittal package from the submittal record and auto-populate all pertinent information on the submittal package record (Author Company, Spec Section, Importance, Dates. etc) Please also add the optio...
Guest over 4 years ago in PS Web App & Platform / Document Control 0

Submittals - Old Revision Alert

It would be nice if an old version of a submittal had some sort of alert at the top to notify the user that the version is not current. Similar to how the Drawings handle old versions with the red banner across the top of the screen.
Hunter Dickerson 10 months ago in PS Web App & Platform / Document Control 0

Print Meeting Minutes Agendas by Topic #

I want to be able to print off the meeting schedule and have it be organized by Topic #. Currently, when I try to print them out, there is no configuration / option to print them out by Topic #. I can print them out organized by old and new busine...
Brennan O'Brien 8 months ago in PS Web App & Platform / Document Control 0

Filter Closed vs Open Submittal Packages

We use Submittal Packages. Currently you can filter by status, and to filter for open submittal packages we need to select multiple statuses to see what's open. The options we have are Pending Trade Submission, In CM Review, Submitted to Architect...
Ellen Shirreffs 4 months ago in PS Web App & Platform / Document Control 0

Add a New Submittal Import Template - For Government

Can you add the ability to import in submittals using a Template for the Government? Or allow a custom import/export sheet to be customized and easily importable.
Henrick Malpica 11 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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