Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

Add a new idea Subscribe
Status Future consideration
Workspace PS Web App & Platform
Categories File Library
Created by Guest
Created on Apr 25, 2019

RELATED IDEAS

Email Files Directly to Folders

Since much correspondence is done with emails, many with attachments, it would be good if you could forward emails directly to file folders within Project Sight, similar to One Note. Currently, I have to print email cover sheet and attachment, combine them with blue beam, save temporarily to my hard drive, then upload to a folder in Project Sight. This can be very time consuming.

  • Attach files
  • Mercedes Green
    Reply
    |     Jun 5, 2023

    We would like the ability to create a shared email address for a project then set that user up as a user in ProjectSight (so access can be controlled) so as a default, any email forwarded to that Trimble ID would upload the attachments to a designated folder.

    As a more automated workflow going forward, tags could be used on the email which could be read then designate a particular folder.

    OR

    The email would hit the Transmittals and Correspondence module, tagged by a Type, which would then copy the attachments into that folder.

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.