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File Library

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When creating a new project using an existing project as a template, do not clone folders that are dynamically created by ProjectSight when an attachment is added to a record.

Enhancement Description: When creating a new project using an existing project as a template, do not clone folders that are dynamically created by ProjectSight when an attachment is added to a record. What are you trying to accomplish? Create a ne...
Guest over 5 years ago in PS Web App & Platform / File Library 0 Future consideration

For the File Library Add consistent Indexing for text in uploaded PDF documents.

Clients often have to search through documents for keywords contained in the PDF documents. Currently it only seems to search title keywords successfully.
Guest almost 5 years ago in PS Web App & Platform / File Library 0

Ability to automatically delete folders in the Projectsight File Library When records are deleted.

Enhancement description: Ability to automatically delete folders in the Projectsight File Library when records are deleted. What is the customer trying to accomplish? When a record is deleted, the corresponding folder in the file library should be...
Trimble ProX Team about 4 years ago in PS Web App & Platform / File Library 0

Record files added via link rather than an upload should display their File Library location in properties.

Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
William Atchison about 3 years ago in PS Web App & Platform / File Library 0

Trimble Connect Immediate Syncing

We would like the ability to set the schedule syncing of Trimble Connect Sync to be immediate rather than every 15 minutes so that it behaves more like SharePoint or One Drive
Ricci Stevens about 2 years ago in PS Web App & Platform / File Library 0

Create a New Folder for Project User Files

Right now the File Library mixes the system created folders with the user created folders. I suggest renaming the File Library to the Project Library and creating a new File Library named User Files and Folders. The problem I see is a user problem...
Dwain Wood about 3 years ago in PS Web App & Platform / File Library 0

Need a Profile Level File Library to store Corporate Information, Procedures, etc..

The Profile level file repository will have the "User Guides" for everyone who gets access to any project in the portfolio. Also restricted access so we can store Company Level Policies and Procedures.
Benjamin Crosby over 4 years ago in PS Web App & Platform / File Library 0

Permissions for Linked Files from Other Record Types

When we create PCOs, we upload change order backup from our subcontractors to the PCO line items or PCO directly. Then, when we turn that PCO into a COR, we link that same backup from the File Library to the COR, so that it is easy to print a comp...
Brendan Radich about 1 year ago in PS Web App & Platform / File Library 0

Ability to copy File Library folder contents to another new folder.

Client wants to be able to copy files for a subcontractor to access directly independent of records or attachments.
William Atchison over 2 years ago in PS Web App & Platform / File Library 0

Add More Permissions to File Library Similar to Project Roles

For record types, we can restrict a Project Role to only add, edit, not delete or only edit, not add or delete etc. We must have this for folders created in the File Library. We use the File Library for all other files shared with the external pro...
Mercedes Green over 1 year ago in PS Web App & Platform / File Library 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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