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Document Control

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

Submittal e-mail comments and attachments

Because on submittals they have the Documents for Review area it would help to keep it clear what is to be reviewed if when a contractor just replies to their e-mail notification for a submittal request and attaches their submittal documents there...
Shelly Klarner 7 months 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Last modified fields are no longer updated when comments or file uploads are added to a record.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 about 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 12 months ago in PS Web App & Platform / Document Control 1

Make Navigation and Display in Transmittals the same as Submittals

Currently the Transmittal module is the only one that has a "Send" button which is odd and causes a lot of confusion. When you click the "Send Transmittal" button the History tab doesn't track that it got sent either so you don't know it is was se...
Jeff Miller over 1 year ago in PS Web App & Platform / Document Control 0

Add Documents for Review to Submittal Packages

Enhancement description: Allow us to add the documents for review at the Submittal Package level instead of on individual items. What are we trying to accomplish?It is convenient to keep submittal items together in a single package for the review ...
Brendan Radich almost 5 years ago in PS Web App & Platform / Document Control 0

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 almost 2 years ago in PS Web App & Platform / Document Control 1

Print Report - Request for Information [Detailed] - Without action Items

Provide the ability of Print Report - Request for Information [Detailed - Without action Items]. Action items are showing up in the RFI to be submitted for approval which is not wanted or needed in the submission to the contractor.
Keith Wyble 8 months ago in PS Web App & Platform / Document Control 0

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

Meeting Minutes have section for current minutes and section for prior week's minutes

Helpful for review. Would be really cool if it was automated!
Jeff Nardoni about 1 year 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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