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Document Control

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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 over 2 years ago in PS Web App & Platform / Document Control / Drawings 0

Better Organization Hierarchy for Transmittals

It's difficult for users from different teams to navigate in the sea of thousands of transmittals. Allow to create multiple sub folders in "Transmittals and Correspondence" so the letters could be organized by teams or projects. For instance, inco...
Mizzu Cho 7 months ago in PS Web App & Platform / Document Control 0

Able to Track Correspondences by Conversations

Instead of having to make a post for each correspondence and having to swim in the pile of 100000 letters, allow to attach files to items under the transmittals page as it is in "Meeting Minutes" pages. That way, we would only have to log the firs...
Mizzu Cho 7 months ago in PS Web App & Platform / Document Control 0

Allow co-markups on Submittal Shop Drawings like Bluebeam Studio

When we have multiple consultants that need to review a shop drawing, having each one do this on their own by either downloading and using Bluebeam to add their stamp or adding stamp, but then each time it adds a different version or file. We'd li...
Mercedes Green over 1 year ago in PS Web App & Platform / Document Control 0

Submittal - Promote to Architect Review

Currently, there is an upload document for review, a comments area where you can upload submittals, and the ability to mark off a document as approved in the submittals module. It can be hard for the architect to see especially if there are multip...
Henrick Malpica 7 months 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 almost 3 years ago in PS Web App & Platform / Document Control 0

Drawing Set subfolders

Current Drawing set feature dont allow to create a sub folder for various disciplines while uploading , All disciplines might not have same title block and it is time consuming to upload and tag each files. The easy way should be creating a subfol...
kaushik padala about 1 year 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 over 4 years ago in PS Web App & Platform / Document Control 0

Add Title/Subject to Transmittals

The Remarks section in each transmittal is useful for the details of the item. Sometimes, one transmittal will incorporate multiple items. So it will be helpful to add a Title or Subject line to summarize what is being transmitted.
Guest over 3 years ago in PS Web App & Platform / Document Control 1

Unlock Contract Invoice Category

Extension off of shipped idea: https://projectsight.ideas.aha.io/ideas/PSW-I-2880 Please also apply this to contract invoices! The category is locked when invoices are stacked with the only option to change them being to delete everything and rekey.
Nick Weilemann about 1 year ago in PS Web App & Platform / Document Control 0