Document Control

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

10 VOTE

Submittal Package & Submittal Transmittals

GC, Clients & Consultants (Architects & Engineers: would benefit. 1st Issue - the submittal package detail reports does not have a column with the description only the subject. 2nd - The Submittal Package does not have the ability to uploa...

Brian Shawe over 4 years ago in PS Web App & Platform / Document Control 0

10 VOTE

Allow outside collaborators to add RFIs without numbers, to be later assigned once accepted by the GC or CM

Add a feature to allow the GC or CM to assign an RFI number once the RFI is accepted. Right now, when a subcontractor or vendor adds an RFI, it is automatically assigned a number. If the GC or CM wants to reject it, and not assign a number, this i...

Julie Adler over 4 years ago in PS Web App & Platform / Document Control 0

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

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

9 VOTE

Would like the Copy function in Submittals to copy over the Assignee and CCs to the next revision.

Client is requesting the submittal copy function to copy over the Assignee and CC information from the original record to the new revision. Client sees this as a natural expectation when revisions are created.

William Atchison 6 months ago in PS Web App & Platform / Document Control 0

9 VOTE

Allow Color Formatted Text to Carry Through to Meeting Minutes Reports

In Meeting Minutes we are able to color and highlight text in the notes area of a meeting topic, however, when you print the report to send to the team or client the color does not come through.

Jeff Miller 7 months ago in PS Web App & Platform / Document Control 0

9 VOTE

Dedicated Question & Answer field for RFI

Currently the Question and Answer field are part of the RFI comments. To increase clarity when reviewing RFIs it would be beneficial to have a dedicated Question and Answer field on a dedicated tab.

Michael Handlmaier about 1 year ago in PS Web App & Platform / Document Control 0

9 VOTE

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

9 VOTE

Ability to lock submittals using the closed toggle switch

We want to lock submittals once they are closed using the closed toggle switch in addition to the current method, which uses the workflow status. Typically, the status locks a submittal but we have turned that off, due to other internal people nee...

Guest over 3 years ago in PS Web App & Platform / Document Control 0

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