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Document Control

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Show linked sheets after answered RFI has been posted in RFI summary module

In order to quickly audit answered RFIs and make sure that they have been posted to applicable drawing sheets, add a field that shows the linked sheets on the summary page. This feature is already included within the RFI - but you have to click on...
Mary Kay Bunker over 3 years ago in PS Web App & Platform / Document Control 0 Future consideration

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

The closed toggle switch in the Submittal full form under the workflow status work independently.

Seems strange that you could close a Submittal while the status workflow is in another status. These two field should work together. This does not seem logical.
William Atchison over 2 years ago in PS Web App & Platform / Document Control 1

Copies of submittals and RFIs to have rev numbers instead of all new record numbers

Enhancement description: Allow copies of Submittals and RFI's to create a new revision number 1. open a Project and navigate to Document Control-Submittals (or RFI) 2. Copy a submittal and save 3. Notice that saving a copy of an existing submittal...
Guest over 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

Ability to bulk update submittal status in submittal package

it is possible to select all package items but not to bulk change the status or date fields based on the selection. In a package with multipe submittals every package has to be updated individually
Guest almost 5 years ago in PS Web App & Platform / Document Control 0 Future consideration

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 about 1 year 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 12 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

Need to Batch Edit Sharing

We might not want to show all RFIs amd Submittals to project users when they arw open and the workflow statuses only work with edit ability not if they can view the record In Viewpoint Team we have the option to toggle private or public in batch...
Mercedes Green 6 months ago in PS Web App & Platform / Document Control 0

Add the ability to add sub topics in Meeting Minutes.

Client wants the ability to break out his meeting topics into subtopics for the meeting minutes. You can assign tasks for a topic, but this is not really sub topics.
William Atchison almost 3 years ago in PS Web App & Platform / Document Control 1

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 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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