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Document Control

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Create a, "Date Submitted" field or column under Submittals Module.

Other Similar Software allows the user to present the date the submittal was submitted to design/ownership for review. Requesting if we can have this feature to better track documents.
Guest over 3 years 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 over 1 year ago in PS Web App & Platform / Document Control 0

Turnaround time for Submittals

Per documentation the turnaround time is based on the created and resolution date. This calculation doesn't work for us as we create the submittal records in advance of receiving the actual documents. It would be better if the calculation could be...
Michael Handlmaier over 3 years 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 about 1 year ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

Link Submittal Package Files to Register Items

When creating a submittal package, the pdf is linked only to the submittal package, not the individual submittal register items (i.e. Product Data, Shop Drawings, ets.). It would be great if the pdf would automatically link to the register item, i...
Guest about 3 years ago in PS Web App & Platform / Document Control 0

Add the option to hide closed action items linked to meeting minutes topic when viewed in meeting minutes

Add an option to hide or filter action items in the meeting minutes Topics based on the action item status without deleting the actual action item record. The user wants to add this option since they add many action items under each Topic and it w...
Mohannad Yousef about 2 years 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 about 1 year ago in PS Web App & Platform / Document Control 0

Ability to send a one time use email link for Drawings, RFI, Submittals, Contracts

It would be nice to have the ability to send one time links for drawings, RFI, submittals, change order and contracts. We try to add multiple users for the same company but find the foreman, project managers, and office staff are constantly changi...
Jeff Young about 3 years ago in PS Web App & Platform / Document Control / Drawings 0

Improve Assignment Flow on RFIs & Submittals

The project manager should be able to assign an RFI or submittal to the architect and then set it so that there is an automated workflow process that sends each person assigned an assignment message when it's their turn to complete something. For ...
Brennan O'Brien over 1 year ago in PS Web App & Platform / Document Control 0

Export Button On RFIs And Submittals

Add an export option in the drop down after the rfi or submittal has been created to make it easier to get it into another program for further modification.
Guest 4 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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