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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 almost 4 years ago in PS Web App & Platform / Document Control 0

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

Transmittal Header Description on the tile view

Add a header description to the tranmittal entry and have that description show on the tile view.
Guest 7 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 about 1 year ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

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

Set submittal item status when Submittal Package status is changed

Requesting an confirmation box that pops up to ask if you would like to change all attached submittal item statuses to the status changed on the Submittal Package record.
Guest over 3 years 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

Add an option to carry Submittal Package assignments to the Submittal records within the package

If starting with a Submittal Package, in order for team members to see the items within the package, it appears that they also need to be assigned the Submittal items. An option at the Submittal Package to carry the assignments to the Submittal It...
Julie Adler almost 5 years 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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