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File Library

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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 over 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 over 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

Maintain Thumbnail Page Label Naming

If a PDF has its page labels (thumbnails) named instead of the default numbers, don't strip them off in the PDF viewer. They are part of the ISO PDF standard and should be maintained for ease in navigation.
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 0

Make System Generated Folders in File Library a Different Color

Make system generated folders in file library a different color to make them easy to see the difference from User created folders.
Dwain Wood over 4 years ago in PS Web App & Platform / File Library 0

Folder Sorting in File Library

File Library sorting is inconsistent. Suggest make it sort like the left, to mirror Hensel Phelps point file structure. See attached screenshot.
Guest over 4 years ago in PS Web App & Platform / File Library 0 Planned

Files in the file library should list which records they are linked to in a file property option.

When a client is deleting a file library file. They receive a message that the file is already linked to at least one record. If the client has linked this file to more than one record there is not place to confirm which records are linked. This p...
William Atchison over 1 year ago in PS Web App & Platform / File Library 0

Allow for Configuration of Dynamic File Folder Naming Conventions

The general idea is to be able to configure in settings for any given record the naming convention that will be used when file library folders are dynamically created to store files attached by users within the records. Specific business case was ...
Guest almost 3 years 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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