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When emailing a report that includes file links from a record (such as Submittals), send one combined report rather than two separate files—one containing attachments and the other submittal details.
When emailing a report that includes file links from a record (such as Submittals), send one combined report rather than two separate files—one containing attachments and the other submittal details.
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Upload to Drawing Sets by Filename with Underscore as Separator
When the sheet numbers and titles aren't very clear and one has to use the upload by filename option, need the ability to choose a different separator instead of the default dash - . Something like the underscore _ or even a choice of a character....
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27
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Automatically Create Link to Attachments Greater than 10 MB that Contacts can Use to Download File
As a specialty contractor we typically struggle to get our client to become a User in ProjectSight. When we are sending something like a submittal to a client that has attachments greater than 10MB the only option currently is for them to be a Use...
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Workflow Improvement Idea: Daily Report “Ball in Court” Submission
The current Daily Report “ball in court” workflow requires users to click Submit to advance the report, which creates issues on projects where multiple foremen contribute to the same report. Foremen are not always aware whether others still need t...
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