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Workspace PS Web App & Platform
Categories Document Control
Created by Jeff Miller
Created on Jun 22, 2023

RELATED IDEAS

When creating RFI from Drawing Create Snapshot that Attaches to RFI Instead of Adding Link to Drawing in RFI

As a specialty contractor using ProjectSight for our projects we really can't force our client to be a User in the PS System. When we send an RFI that was created from a drawing to a client that is not a User there is no option to "Attach" the drawing, it is just a linked file. As a contact they cannot open the drawing then. Currently we have to filter the drawing to just that RFI cloud then download it and attach it to the RFI as a PDF. If PS created a snapshot of the drawing with just that RFI cloud and attached it to the record automatically it would be a huge time saver!

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